Company Description
IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide
Job Description
You'll play a key role in supporting our Corporate Client Services team, providing exceptional corporate secretarial administration services to your portfolio of clients.
You will be responsible for drafting resolutions; preparing minutes for general meetings, sending reminders on deadlines to hold Annual General Meetings, and keeping the statutory books in order.
Core Responsibilities:
Responsible for generating and preparation of documents and forms required for a portfolio of clients
Ensuring the smooth running of day to day relationship with cluster and consistent delivery of client reporting/information accurately and on time
Ensuring that support is provided to your immediate supervisor to complete the required deliverables for the clients and be proactive in defining areas needing attention or support
Know specifics of designated clients including understanding their structure and any agreements they have in place
Minimize risk to IQEQ by ensuring all procedures and checklists are followed
Tasks / Duties:
Generate and prepare documents and forms, including but not limited to minutes of meetings and resolutions, as required by clients
Ensure that statutory books are in order and updated accurately on a timely basis
Closely monitor clients' statutory deadlines and draft reminders where required
Raise any queries/issues to the immediate supervisor in a timely manner
Responsible for client portfolio and assisting other colleagues within the team as required
Ensure client database and all other reports are up to date and accurate
Client Delivery:
Deliver high-quality work to the cluster and ensure all the requirements of the client are met.
Management of Workflow:
Ensure deliverables are prepared based on the standard set by the Hong Kong office
Fee / Time Management:
Ensure that electronic timesheets are completed daily, and accurately for all hours worked
Systems:
Understand and use best practices in the CSA system
Understand and use best practices on the software used by the Hong Kong office (e.g. MS Office, Adobe, CSA system, 5 Series, etc.)
Risk:
Ensure relevant procedures and checklists are adhered to minimize the risk of errors
Other:
Undertake any additional reasonable requests as deemed by the firm
Qualifications
Must-Have:
Holds a Bachelor's Degree in Business Administration or similar
At least 4 years of relevant experience
Strong written and verbal communication
Experience in managing service operations, managing multiple clients, and client deliverables
Excellent organizational, prioritization, communication, and interpersonal skills
Meticulous, organized, detailed and deadline-oriented
Can-do attitude, ability to cope with tight deadlines, working under pressure
Nice to Have:
Preferably a qualified Chartered Secretary or holds an LL.B (pre-law) degree or equivalent related paralegal qualification.
Experience in using CAS system
Experience in dealing with foreign clients
Conversant with corporate secretarial practices especially in the areas of funds and special purpose vehicles is an advantage
Additional Information
At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.
IQ-EQ
IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide
Job Description
You'll play a key role in supporting our Corporate Client Services team, providing exceptional corporate secretarial administration services to your portfolio of clients.
You will be responsible for drafting resolutions; preparing minutes for general meetings, sending reminders on deadlines to hold Annual General Meetings, and keeping the statutory books in order.
Core Responsibilities:
Responsible for generating and preparation of documents and forms required for a portfolio of clients
Ensuring the smooth running of day to day relationship with cluster and consistent delivery of client reporting/information accurately and on time
Ensuring that support is provided to your immediate supervisor to complete the required deliverables for the clients and be proactive in defining areas needing attention or support
Know specifics of designated clients including understanding their structure and any agreements they have in place
Minimize risk to IQEQ by ensuring all procedures and checklists are followed
Tasks / Duties:
Generate and prepare documents and forms, including but not limited to minutes of meetings and resolutions, as required by clients
Ensure that statutory books are in order and updated accurately on a timely basis
Closely monitor clients' statutory deadlines and draft reminders where required
Raise any queries/issues to the immediate supervisor in a timely manner
Responsible for client portfolio and assisting other colleagues within the team as required
Ensure client database and all other reports are up to date and accurate
Client Delivery:
Deliver high-quality work to the cluster and ensure all the requirements of the client are met.
Management of Workflow:
Ensure deliverables are prepared based on the standard set by the Hong Kong office
Fee / Time Management:
Ensure that electronic timesheets are completed daily, and accurately for all hours worked
Systems:
Understand and use best practices in the CSA system
Understand and use best practices on the software used by the Hong Kong office (e.g. MS Office, Adobe, CSA system, 5 Series, etc.)
Risk:
Ensure relevant procedures and checklists are adhered to minimize the risk of errors
Other:
Undertake any additional reasonable requests as deemed by the firm
Qualifications
Must-Have:
Holds a Bachelor's Degree in Business Administration or similar
At least 4 years of relevant experience
Strong written and verbal communication
Experience in managing service operations, managing multiple clients, and client deliverables
Excellent organizational, prioritization, communication, and interpersonal skills
Meticulous, organized, detailed and deadline-oriented
Can-do attitude, ability to cope with tight deadlines, working under pressure
Nice to Have:
Preferably a qualified Chartered Secretary or holds an LL.B (pre-law) degree or equivalent related paralegal qualification.
Experience in using CAS system
Experience in dealing with foreign clients
Conversant with corporate secretarial practices especially in the areas of funds and special purpose vehicles is an advantage
Additional Information
At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.
IQ-EQ
Other Info
Pasig City, Metro Manila
Permanent
Full-time
Permanent
Full-time
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About the company
IQ-EQ jobs
Ortigas, Metro Manila