Senior Officer - Corporate Services

at  Ocorian

Ebene, Bayern, Germany - 00000

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate13 Jul, 2021Not Specified13 Apr, 20213 year(s) or aboveDc,Working Experience,Ease,TechnologyNoNo
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Description:

QUALIFICATIONS

– Educated to A level or equivalent;
– Completed first degree in a relevant field or on the way to complete ICSA Level 2 or ACCA Level 3 or any professional qualification
related to the Global or financial sector.

KNOWLEDGE/SKILLS/EXPERIENCE

– Ability to learn CBRIS and any IT Systems related to the job.
– At ease with the use of technology necessary for conducting board meetings.
– Able to use independently the internal booking facilities when organising meetings.
– Microsoft Office Proficiency (Intermediate level).
ocorian.com The contents of this document are classified as DC 2 – confidential information © 2016 Ocorian
– Having a minimum of 3 years of working experience.

Responsibilities:

PURPOSE OF THE JOB

Provide administration and company secretarial services independently to a portfolio of client entities, assist the Manager on client
matters and in strict adherence to the policies and procedures of the company.

MAIN RESPONSIBILITIES

Conduct the following within prescribed deadlines:
– Conduct the day to day Management and Administration of a portfolio of clients in either the Corporate Services, Private Client
Services or Alternative Investment Client Service Units.
– Work closely with the Manager on client transactions such as merger and acquisitions and disposal of investments.
– Ensure completeness of due diligence documents for a portfolio of clients according to Ocorian Policies and Procedures.
– Ensure all statutory filings are lodged within the respective deadlines.
– Draft complex board resolutions.
– Open and maintain clients’ bank accounts.
– Provide instructions to the officers for payments and banking instructions.
– Ensure application and renewal of Tax Residency Certificates.
– Ensure application and renewal with the Data Protection Office.
– Supervise the compilation of board packs for Board Meetings.
– Attend board meetings and draft minutes for medium and high complexity client entities.
– Carry out the annual / special meetings for medium and high complexity client entities.
– Execute the Company Secretarial and Administration processes whilst ensuring an optimal level of efficiency and productivity at
all times.
– Work closely with the Tax Compliance Team for the classification of entities for FATCA/CRS.
– Conduct periodic file reviews.
– Ensure the completeness and integrity of data on NAVOne.
– Correspond and liaise with clients on the above mention matters.


REQUIREMENT SUMMARY

Min:3.0Max:8.0 year(s)

Financial Services

Banking / Insurance

Finance

Trade Certificate

– ensure application and renewal of tax residency certificates.

Proficient

1

Ebene, Germany