Senior Legal Officer
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Job no: 574668
Work type: Full time
Location: Cape Town, South Africa
Categories: Funds, Entity Management
Office Location: Cape Town
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About TMF Group TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. Our 11 000+ experts and 125+ offices in 87 jurisdictions worldwide serve corporates, financial institutions, asset managers, private clients and family offices, providing the combination of accounting, tax, payroll, fund administration, compliance and entity management services essential to global business success
Job Purpose
Assist with the administration relating to end-to-end dealings with clients to support SSA
Provide internal and external clients with administration and relevant expertise
Ensure internal and external clients are provided with an efficient, professional and high-quality services which meets all their obligations
Key responsibilities
Under the supervision and guidance of the Manager, you will primarily be responsible for ensuring overall the effective and efficient delivery of TMF’s services:
Client relationship management
Arrange for signature and timely return of contracts
Liaise with clients to schedule meetings and resolve diary conflicts as required
Telephone management and coordination of conference calls
Channeling of communication to appropriate destinations (timeously)
Service Delivery
Maintain record-keeping processes relating to client information
On quotation:
Load, update & track progress of all issued quotes on CRM and internal quote systems
ensure adequate recordkeeping of accepted quotes (including z drive, Sales App, Evo, CRM, etc.)
On quote acceptance:
update relevant database systems
Prepare, maintain and update client and subcontractor lists (per ISO requirements)
In conjunction with the Managing Director or Project Manager, assist with the provision of input in respect of the creation of a client profile and/or file on all core systems including, but not limited to, Evo, TMF network, TimeWare, SecWare, TaxWare, CaseWare, etc., as appropriate
Assist with the resolution of client queries and coordinate the related communication on a timely basis
Ensure that all tasks required to effectively onboard a client or subcontractor within required timelines are completed efficiently, professionally, and timeously
Act as a point of escalation for clients, subcontractors, and within TMF
Hold the service line teams to account ensuring administrative activities are completed as planned and in line with applicable timelines
Legal, Risk, and Compliance
In conjunction with the Managing Director or Project Manager, prepare the Local Service Agreement (“LSA ”), Statement of Work (“SoW ”), amendments, subcontractor agreements, and secure client and/or subcontractor sign-off
In conjunction with the Managing Director or Project Manager, complete the TMF Group compliance process (KYC) and secure client, subcontractor, or internal sign-off
Maintain legal email inbox on a daily basis
Upload updated draft legal agreements on the z drive
Update the BCP and ISO business processes and procedures as they relate to the business unit
Implement and maintain record-keeping processes relating to legal documentation and client/ subcontractor information
Adhere to TMF internal procedures and ensure compliance with TMF’s Risk and Control framework and processes
Attend and participate in regular and appropriate training on relevant policies, legislation, and regulations affecting TMF, clients and subcontractors
General
Provide exceptional customer service whilst being empathetic with customers
Identify, map and manage business unit-related projects
Be an escalation point for operational matters within the business unit
Execute on agreed deliverables and/or ensure that all deliverables are delivered timeously and according to agreed quality standards
Assist in the administration and management of ad hoc projects affecting the business unit, e.g. regulatory reporting requirements
Work closely with other teams in TMF Group, including but not limited to, the HRP team, the Entity Management team, the Accounting and Tax team, and TMF subcontractors, in order to achieve client objectives
Perform any other tasks or duties as may be from time to time assigned by management
Key competencies
Excellent time management and administrative skills
Be organized, logical and thorough in the execution of their function
Be resourceful, independent, and have strong problem-solving abilities
Deadline-orientated person with the ability to work under pressure
Ability to multitask and prioritize effectively
Ability to build and maintain relationships at all levels
Ability to articulate and communicate complex ideas in a simple and easy-to-understand manner
Be trustworthy, considerate, and live the TMF values
Excellent written and communication skills, with a strong ability to plan ahead and organize themselves and others
Ability to follow and build upon existing processes and ensure data is maintained with accuracy and consistency
Key knowledge and experience
Appropriate qualification in a relevant field, i.e. Legal, Business, and Finance or Compliance
Minimum of 3-5 years experience in client service/reporting/paralegal role
Operational and administrative knowledge of TMF type of business would be advantageous
Experience in legal, compliance, or alternatively experience at a corporate services provider
Expertise in MS Word, PowerPoint, Excel and Outlook
What's in it for you? An exciting opportunity in an international company Professional development opportunities as well as extensive individual further training opportunities, supported by our TMF Business Academy A career within an ever evolving market Flat hierarchies with direct contact to management and international exchange Want to know more about a career with TMF Group? Watch this video:
LI-Hybrid
Advertised: 27 Sep 2024 South Africa Standard Time
Applications close: 27 Oct 2024 South Africa Standard Time
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