Senior Corporate Services Specialist

1 dia atrás

São Paulo, São Paulo, Brasil Amicorp Group Tempo inteiro
About Us
Amicorp Group is a leading global provider of asset management, fund administration, trust fiduciary and corporate services. With an international network of 40+ offices in over 30 countries, we offer a safe and stable working environment for our employees. We promote environmental consciousness and contribute positively to the communities in which we are active.

About the Role
We are seeking a highly skilled Senior Corporate Services Specialist to manage a portfolio of clients and guide them on legal, administrative and corporate activities. The role holder will be responsible for setting up and maintaining in good standing the corporate and legal structures on behalf of clients. This includes generating revenue based on value-charging by carrying out legal, administrative and corporate activities, promoting products and services, and actively participating in growing the business from existing clients as well as identifying prospective clients through client referrals.

Main Responsibilities
  • Manage portfolios of clients and provide guidance on corporate services, including setting up and administering corporate structures and other corporate governance services.
  • Analyze and interpret regulations, procedures, documents relating to clients' legal and fiscal opportunities.
  • Participate in growing and marketing our business with existing clients to grow the portfolio and develop new business through client referrals.
  • Administer 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.
  • C coordinate issues concerning taxes, administration, and banking of client companies with the Client Accounting Department.
  • Fully understand the client's activities and ensure 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 a 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 regular client contact/communication guidelines set by the Company, aimed at building personal and long-term relationships with clients.

Candidate Profile:
  • Bachelor or Master degree in Business, Accounting, Tax or another business-related field, additional relevant qualification desirable.
  • 4 years of relevant working experience within the corporate services business and/or financial services sectors (preferably with international exposure).
  • Good understanding of key financial services and industry-related legislation.
  • Familiar with international requirements, e.g. CRS, FATCA, BEPS, GAAR, ESR, affecting clients and entities in target markets.
  • Strong commercial mindset, takes initiative, positive and proactive, dedicated, focused and revenue-driven.
  • Excellent organizational, interpersonal and communication skills.
  • Excellent client-facing skills, well-developed spoken and written communication skills, and 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-oriented 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.

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