Senior Fiduciary Services Manager

6 days ago


George Town, Penang, Malaysia Ocorian group Full time
About the Role

We are seeking a highly skilled and experienced Senior Fiduciary Services Manager to join our team at Ocorian Group. As an Assistant Vice President, you will play a key role in supporting the Directorship team and being accountable for the operations and services standards in the Fiduciary Services department.

Main Responsibilities
  • Operational Management
    • Organize and coordinate board meetings, prepare agendas, and compile meeting packs.
    • Assist with fiduciary responsibilities, including reviewing resolutions, agreements, reports, and financials.
  • Business Development and Onboarding
    • Undertake business development activities, including providing quotations for potential client engagements.
    • Gather KYC/CDD documentation and set up clients on Ocorian's systems.
  • Compliance and Regulatory
    • Prepare and submit FATCA/CRS and economic substance filings on behalf of clients.
  • Team Leadership
    • Provide direction to the corporate administrative team in relation to fiduciary appointments.
  • Administrative Tasks
    • Perform administrative tasks, such as client billing, maintaining client records, and updating databases.
Requirements
  • A degree and a minimum of 3-5 years industry experience, preferably in the funds sector.
  • A professional qualification or certification in law, investments, accounting, or AML would be advantageous.
  • Thorough knowledge of regulations relating to the funds sector in Cayman.
  • In-depth understanding of corporate governance.
  • Excellent client relationship and interpersonal skills.
  • Team-oriented with the desire to thrive in a diverse, dynamic, and collaborative environment.
  • Experience in MS Word, Outlook, iManage, and corporate administration database software (preferably Viewpoint).
  • A strong sense of commitment and responsibility.
  • Excellent verbal and written communication skills, including a thorough command of the English language.
  • Sound organizational skills.
Core Values
  • Client Centric - Clients are at the centre of our world, and we're committed to providing expertise and specialist solutions to meet their most complex challenges.
  • Ambitious - We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
  • Agile - We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient, and effective.
  • Collaborative - With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
  • Ethical - We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.


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