Senior Client Order Coordinator

Senior Client Order Coordinator

Cayman Islands

Monday - Friday 8:30 - 5:00

Onsite

The Fulfilment Team Senior Client Order Coordinator (“COC”) has responsibility for processing requests to make changes to client entity statutory documentation and data to ensure CSC Cayman’s Corporate Legal Solutions Team (“KY CLS”) are fulfilling their statutory, legal and regulatory obligations.

The COC will have solid experience attending to incorporation, registration, set-up and maintenance of various types of Cayman domiciled entities and will complete tasks within a prescribed regulatory compliance framework.

Some of the things that you’ll be doing:

• Process correspondence and administrative matters received from Relationship Managers, Clients, Statutory and Regulatory Bodies and external service providers relating to the portfolio of KY CLS serviced companies, trusts and partnerships
• Prepare the necessary forms for formation/incorporation and ongoing administration of various entity types including trusts, partnerships, limited liability companies and segregated portfolio companies and attend to registration filings with the company registrar
• Ensure client records/maintenance activities are accurately completed in accordance to regulations and internal policies, procedures and best practice
• Interpret statutory documents and make requisite updates to statutory registers, including Register of Directors & Officers, Limited Partners & Contribution, Members, Managers, Mortgages & Charges and Security Interests
• Prepare and file documents with government agencies and regulatory bodies in a timely manner so as not to incur penalties
• Maintain ViewPoint and Laserfiche to assist with maintaining the database's integrity, updating such as and when necessary
• Prioritise client requests (24 hours response time) and attend to general correspondence with the Registrar of Companies, CIMA, attorneys, and third-party service providers
• Develop effective working relationships with clients and business partners
• Assist with ad hoc projects as requested by the Director or Senior Management
• Provide cover for CLS Bangalore CoSec Team

What technical skills, experience and qualifications do you need?

• Undergraduate Degree in related field preferred, or Chartered Secretary Certification with minimum of four years of trust/private wealth or company administration experience

Functional competencies required:

• Analytical - Ability to review documents and files for necessary data, check records for accuracy, update documents to completion and retrieve data to answer questions
• Corporate Governance - Understanding of corporate governance, relevant local regulations and best practices
• Knowledge - Demonstrated knowledge of the regulatory requirements and local laws relevant to the administration of corporate structures ; Administers corporate entities and is knowledgeable on the types of trust and corporate entities within the Cayman Islands
• Reporting - Communicate clearly and objectively on work completed and status of client matters

Behavioural competencies required;

• Accountability - Adheres to deadlines and appointments; acts in accordance with organizational and quality standards; takes responsibility for own actions whilst completing work in an efficient manner
• Adaptability - Continues to work effectively when tasks change; does not lose balance when workload increases; is able to handle feedback and challenges, remains focused when given a deadline
• Attention to Detail - Remains focused when dealing with detailed information and checks own work for errors
• Communication - Effectively conveys information and expresses thoughts and facts; Demonstrates effective use of listening skills and is open to colleagues ideas and thoughts
• Client Focus - Monitors and meets the needs of clients, responding to them in a timely manner and continuously seeks to provide the highest quality service - ensuring client satisfaction; translates the client’s wishes into the organisations products and services.
• Integrity - Adheres to commitments and treats all equally, respectfully and without discrimination
• Occupational Knowledge - Demonstrates proficiency in regard to the a Client Relationship Officer role and is committed to continuous learning, improvement and development to include the application of changes in relevant laws and legislation, technology (hardware, software, equipment and processes)
• Proactivity - Commences tasks and duties without line manager request; proactively seizes opportunities that will assist the team
• Teamwork - Works cooperatively and effectively with other to achieve common goals
• Work Quality - Methodically and accurately undertakes tasks and strives for correctness

Key experiences required;

• Proven experience in successfully incorporating/registering Cayman Islands domiciled companies, llcs or partnerships
• Proven experience in successfully administering Cayman Islands trusts, companies and partnerships
• Demonstrable knowledge of various types of trust and corporate structures and understanding the difference between such
• Understanding of corporate governance, relevant local regulations and best practices
• Experience in successfully liaising with clients, regulatory bodies and third party service providers via telephone and/or email
• Experience in successfully working as part of a teamProficiency in using Microsoft Office Suite of Applications
• Experience of Cayman Islands governmental systems CORIS and CAP
• Experience of Cayman Islands regulatory portal REEFs

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