Fund Corporate Officer
Core
Coordinate day-to-day administrative and legal formalities for complex client portfolios including funds, trusts, and companies.
Role type
Corporate Officer (Investor Services)
Builds
Client files, board resolutions, incorporation/liquidation documentation, and regulatory filings.
Domain
Financial Services / Corporate Law
Deliverable
client delivery
Required skills
Corporate law expertise, KYC compliance, board meeting leadership, entity incorporation/liquidation, annual reporting, MS Office, SAP
Preferred skills
None stated
Technologies
SAP, MS Office
Responsibilities
Handle queries on account opening, acquisitions, board resolutions, official filings, and notarial deeds; build client relationships; ensure KYC compliance; lead board and shareholder meetings.
Seniority
Mid-level, hands-on IC
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