Corporate Service Executive

Our client is currently looking for a Corporate Services Executive to join its Corporate & Trust Team.

The CSE will be managing a portfolio of clients and will be responsible for the setting up and maintenance of a portfolio of client companies, trusts and foundations and ensuring that they are kept in good standing from a statutory, compliance, accounting and tax perspective.

Responsibilities:

• Managing the process of registering or creating the company, trust or foundation.
• Acting as the point of contact for a portfolio of clients and assisting client requests on an on-going  basis.
• Handling Client on-boarding procedures in terms of the organisation’s client acceptance policies and applicable compliance legislation.
• Interaction with banks and financial institutions for the opening, maintenance and management of bank accounts.
• Attending client meetings, and recording meeting minutes as and when required.
• Dealing with all applicable compliance requirements.
• Liaising with accountants to ensure that accounting and tax records are maintained in terms of law.
• Liaising with auditors to ensure that timely statutory audits are prepared and submitted to the relevant authorities.