KEY RESPONSIBILITIES
- Perform general clerical duties to include, but not limited to, copying, scanning, faxing, mailing and filing;
- Assist the team in preparing set up packs for new clients;
- Fill in forms required for the incorporation of companies / funds;
- Prepare responses to correspondence containing routine inquiries;
- File and retrieve organizational documents, records and reports – physical files & on DMS;
- Create and modify documents such as reports, memos, letters, spreadsheet etc.;
- Liaise with the relevant authorities in an effective and efficient manner when dealing with ROC, Registrar General & the FSC;
- Assist in setting up and coordinating meetings and conferences;
- Prepare agendas, Board packs and make arrangements for meetings;
- Input data on the relevant internal systems- scan and upload documents on DMS/Cypress and/or any relevant system in place;
- Update information on Cypress/Interwoven and/or any other system in place on a regular basis;
- Open bank accounts for clients- completing the whole process as required;
- Prepare payment instructions;
- Filing of annual return and financial statements – for domestic clients;
- Assist in the NAV preparation;
- Assist in preparing and circulating reports to investors, including drawdown notices;
- Draft simple resolutions for on-going matters;
- Prepare simple resolutions under the direction of the supervisor;
- Any other cognate duties that may from time to time be required which are appropriate to the role and business requirements.
KEY SKILLS - The below is a non-exhaustive list of skills required for this position.
- Excellent communication skills – written & oral;
- Be innovative, flexible, resilient and have the ability to think out of the box;
- Display high potential to grow and the willingness to take challenges;
- Be self-motivated with strong planning and organising skills;
- Ability to respond to pressure and tight deadlines;
- Ability to multi-task;
- Computer Literate: Ms Office Word, Excel, PowerPoint & Outlook;
