Responsibilities

• Manage a portfolio of clients, including companies and exempted limited partnerships, ensuring high-quality, efficient service.
• Handle daily communication with clients, advisors, and family offices, addressing inquiries and providing updates.
• Maintain client files and data management systems, ensuring timely compliance tasks, such as risk assessments, client reviews, and due diligence updates.
• Administer company and partnership registrations, including incorporations, transfers, and dissolutions.
• Prepare and review documents for company incorporation, partnership formation, transfers, and dissolution processes.
• Provide company secretarial services, assist with financial statement reviews, and manage billing and receivables.
• Coordinate information for meetings and projects and manage regulatory filings with relevant authorities, including the Cayman Islands Monetary Authority.
• Collaborate with other firm departments to ensure seamless service and compliance with applicable laws.

Requirements

• Bachelor’s degree or recognized professional qualification (CA, CPA, ACCA, ICSA, STEP) or progress toward a degree.
• 3–5 years of experience in offshore corporate services, including handling registered office responsibilities.
• Familiarity with AML procedures, client acceptance standards, and regulatory requirements, such as Beneficial Ownership, AEOI/FATCA/CRS, and Economic Substance.
• Strong written and verbal communication skills, organization, attention to detail, and proficiency in computer applications.