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Associate Corporate Services Officer chez None

None · Zurich, Suisse · Onsite

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Managing of a complex portfolio of clientsCommunicating in a professional and client-minded manner with clients, advisors and third partiesPerforming administrative duties according to clear internal guidelines and using standardized templates (e.g. agreements, powers of attorney, reports, certificates)Preparing corporate secretarial documents such as board resolutions, shareholders meeting minutes and bank related forms for client companiesPreparing minutes of meetings of the board of directors and of meetings of the shareholders for client companiesPreparing account opening forms and bank transfer orders for client companies, and arranging for follow up with the bankSupporting the Compliance Department during the onboarding process and the customer lifecyclePreparing and amending documents (e.g. agreements, powers of attorney, periodical reports and certificates) for client companiesArranging for proper and timely sending of correspondence by email, fax, mail and/or courierHandling of telephone calls with clients, advisors and third parties and taking messages where appropriateCo-ordinating client services with colleagues (from other departments and offices), advisors and third partiesCo-operating with and arranging for the completion and keeping up to date of KYC-informationFiling and archiving of documents and information in appropriate files and software and ensuring completeness and compliance of the client files;Accurate registration of time spent during working dayCo-operating with the issuing of invoicesCo-operating with the obtaining of payment from debtorsUpdating the client database to include all information on client companies (e.g. status shareholders meeting and contact details)Maintaining the client database on an ongoing basis
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