Senior/Account Manager (Company Management Services)

PRIMARY DUTIES AND RESPONSIBILITIES

• Responsible for managing the portfolios of clients and guide them on corporate services inclusive of the setting up and administration of corporate structures and other corporate governance services.


• Work directly with our clients in analyzing and interpreting regulations, procedures, documents relating to our clients’ legal and fiscal opportunities;


• Actively participating in growing and marketing our business both with existing clients to grow the portfolio but also to develop new business through client referrals.


• Administering a portfolio of companies, limited partnerships and trusts in accordance with applicable legislation.


• Monitor, manage, verify and approve the preparation of minutes of shareholder meetings (Ordinary or Extraordinary), and proxies, list of attendance;


• Coordinate issues concerning taxes, administration, and banking of client companies with the Client Accounting Department.


• Fully understand the client’s activities and make sure that any action taken is consistent with the company’s activities and purpose within the legal and economic framework for the company.


• Manage companies and ensure that all information in the client files is correct and up-to-date.


• Monitor productivity and chargeability on weekly basis and review productivity and performance against targets. to ensure that individual financial and client targets are met.


• Accurately record chargeable time and value of service using Maconomy in order to facilitate timely invoices.


• Ensure that all correspondence is signed in conformity with the signatory authority list.


• Solve payment problems, as well as collection of outstanding invoices;


• Ensure that “Know Your Customer” rules are adhered to and that client operates within relevant compliance frameworks.


• Comply with all internal procedures regarding the correct use of automated programs for recording all required client and company data.


• Maintain up-to-date local office policies and procedures in alignment with local regulations and requirements.


• Act as a trusted advisor to the client and adhere to the regular client contact/ communication guidelines set by the Company, aimed at building personal and long-term relationship with the clients.


• Responsible for managing the portfolios of clients and guide them on international structuring. Work directly with our clients in analyzing and interpreting regulations, procedures, documents relating to our clients’ legal and fiscal opportunities


• Setting up and managing corporate and private legal structures and actively participating in growing and marketing our business. Administering a portfolio of companies, limited partnerships and trusts in accordance with applicable legislation


• Monitor, manage and check the contracts (in any form whatsoever) of corporate clients. Monitor, manage, verify and approve the preparation of minutes of shareholder meetings (Ordinary or Extraordinary), and proxies, list of attendance


• Ultimately responsible for the quality of the client files. Assure that companies are capitalized, and that the management agreements are available in the clients’ files.


• Manage companies and ensure that all information in the client files is correct and up-to-date


• Monitor, manage, verify and approve the preparation of minutes of meetings of boards of directors or managers and proxies. Coordinate issues concerning taxes, administration, and banking of client companies with the Client Accounting Department


• Fully understand the client’s activities and make sure that any action taken is consistent with the company’s activities and purpose within the legal and economic framework for the company. Assure that all correspondence is signed in conformity with the signatory authority list


• Ensure adherence to and ongoing analysis of Amicorp’s 4-Pillar approach in particular compliance, legal and corporate services, transaction monitoring and tax and transparency.


• Anticipate and manage the impact of any emerging regulatory, taxation or legal changes and ensure compliance related risk addressed on behalf of the client.


• Achieve financial chargeability targets, ensure effective monitoring of transactions, handle pricing, invoicing and collection of outstanding fees for the portfolio of clients.


• Promote Amicorp in specialized round tables and prepare articles for publishing in internal and external publications


• Work closely with the Local Management Team, Client Acceptance Committee (“CAC”) and Compliance to find commercial solutions to onboarding and on-going client administration/service as appointed member of the CAC


• Ensure that “Know Your Customer” rules are adhered to and that client operates within the framework. Comply with all internal procedures regarding the correct use of automated programs for recording all required client and company data. Maintain up-to-date local office policies and procedures in alignment with local regulations and requirements.


• Act as a trusted advisor to the client and adhere to the regular client contact/ communication guidelines set by the Company, aimed at building personal and long-term relationship with the clients.


• Achieve and exceed individual production targets consistently


• Monitor all clients accounting and legal & company management activities to ensure quality and timeliness


• Build and maintain strategic business relationships with clients; guide other Account Managers to build client relationships and ensure timely and quality delivery of services


• Ensure that the sales of products are in line with target set and ensure adequate measures are taken to improve commercial sales


• Identify the areas / tasks for which charges are included in management fees and the ones to be charged on time spent basis


• Ensure accuracy of invoices and completeness (i.e., all clients have been invoiced for all services rendered)


• Ensure that work-in-progress invoicing over 90 days is less than 10% of the total Aged Receivables measured monthly


• Coordinate with other Account Managers for any collection issues


• Ensure compliance with statutory and audit requirements


• Ensure contingency plans are in place for all services to include business recovery plans


• Maximise utilization of resources and drive cost control measures across operations


• Review client management agreements, payments approvals and ensure customer policies, procedures and contractual agreements are consistently met


• Ensure that debtors/creditors are monitored and collections/payments are consistent with set company/vendor policies and terms


• Ensure that business cash flow adequately supports office requirements to produce optimal operations results


• Monitor, track and ensure that office productivity is 75% and above, measured weekly


• Review time sheets of team members and monitor productivity and chargeability on a weekly basis, plus review of productivity reporting and performance against targets


• Discuss employee/office performance reports with the Group office on a monthly basis and take remedial actions for improvement


• Undertake such duties, related to the position as may from time to time be agreed with Group management

TIME RECORDING:

• Accurately record chargeable time and value of service, ensure effective monitoring of transactions, handle pricing, invoicing and collection of outstanding fees for the portfolio of clients.


• Monitor own productivity and chargeability on weekly basis and review productivity and performance against targets. to ensure that individual financial targets and client communication KPIs are met.


• Follow a disciplined approach to submitting timesheets for client work and meet the weekly and monthly time/ chargeability targets

OTHER DUTIES

• Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management.


• Undertake such other duties, as may from time to time, be required by the Management or/ and Group Human Resources.

Qualifications, Skills, and Experience

• Bachelor or Master Degree in Law, Business, Accounting, Tax or another business related field, additional relevant qualification would be desirable.


• At least 15 years of relevant working experience within the corporate services business and/or financial services sectors (preferably with international exposure). Additional relevant company secretary or company law qualifications would be highly beneficial;


• Good understanding of key financial services and industry related legislation. Familiar with international requirements - e.g. CRS, FATCA, BEPS, GAAR, ESR, that affects the clients and entities in target markets.


• Strong commercial mindset, takes initiative, positive and proactive, dedicated, focused and revenue and target driven.


• Excellent organizational, interpersonal and communication skills.


• Excellent client facing skills. Well-developed spoken and written communication skills and the ability to tailor style to relevant audiences, and successfully liaise with people at different levels. Excellent English language fluency; additional languages preferred.


• Strong analytical and problem solving skills, solution driven, highly organized and detail-orientated with good decision making and time management skills. Independent, hands-on and takes accountability to deliver solutions and results.


• Ability to adapt and work in a smaller, dynamic local team environment; along with being part of a bigger matrix organization. Proven leadership and team player skills, with ambition to excel in the role.


• Demonstrated knowledge and understanding of operational efficiency issues and quality management and control matters.

For queries, please contact: Jobs@amicorp.com