Purpose of the job
To manage a portfolio of clients together with junior team members to be an effective, efficient and profitable part of Ocorian including coaching and reviewing work of junior team members, taking responsibility to ensure adherence with Ocorian policy and procedures, smooth running of operation of the team under management and provide high quality service to Ocorian’s clients.
- To act as named Company Secretary of client entities
- Providing advisory to clients on corporate secretarial matters and ensuring clients receive prompt responses to requests and queries
- To ensure compliance with the Companies Act, ACRA Act: Anti Money Laundering AML / Combating the Financing of Terrorism CFT, KYC processes and any such relevant regulatory and statutory requirements
- Attending clients’ board/board committee meetings, general meetings etc and recording of such minutes of meetings
- Oversee preparation and coordination of the statutory books and documents including submissions of statutory forms/documents to ACRA, IRAS or such other statutory bodies/government agencies within stipulated deadlines.
- Maintain good client relationship with close client communication, in order to assess customer satisfaction for possible improvements and identify possible cross-sell and up-sell.
- Provide leadership and guidance to team members and ensure seamless service delivery to clients
- Ensure prompt and timely billing and monitoring of team members’ timesheet, WIP, efficiency and recoverability in view of achieving the financial objectives and work efficiency.
- Oversee credit control and prompt collection of debts within the portfolio and work closely with credit control/finance team on long outstanding and doubtful debts
- Work with peers and Associate Director to provide and organise training for junior team members
- Support the Associate Director in managing overall targets and proactively monitor actual performance against target
- Such other duties as may be assigned
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