Corporate Fund Services Specialist

1 week ago


Penang, Malaysia Ocorian Group Full time

We're seeking a talented individual to join our team as a Corporate Fund Services Specialist. In this role, you'll be responsible for providing exceptional client service, maintaining accurate records, and adhering to regulatory requirements.

Main Responsibilities:

  • To take ownership of the administration and accounting needs of multiple high net worth individuals and their associated investment and philanthropic activities.
  • To collaborate with managers to maintain an efficient and organised approach to tasks and client requests.
  • To handle incoming correspondence in a timely manner, escalating any concerns or issues to supervisors as necessary.
  • To ensure compliance with Ocorian's policies and procedures at all times, managing risk exposure and escalating any uncertainties or issues promptly.
  • To develop strong relationships with clients, communicating effectively and professionally at all times.
  • To maintain accurate and up-to-date records, preparing detailed attendance notes and meeting minutes as required.
Requirements

As a successful candidate, you'll possess:

  • Educated to A level or degree standard.
  • Ideal candidates will have completed or be willing to complete a professional/relevant qualification.
  • A minimum of 3 years' experience in Trust and Company administration or a financial services environment.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Strong problem-solving skills and attention to detail.
  • Proficiency in Microsoft Office applications.


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