Bolder Group

Key responsibilities

Assume full responsibility of portfolio of clients allocated and ensure highest quality of service being delivered in line with company objectives;

Termination of trusts, companies and foundations in any jurisdiction;

Assist with transfers in/out of entities from other service providers;

Assisting in client meeting preparations and efficient follow up of general matters arising;

Handling documentation and resolutions with regard to transactions and restructures;

Drafting of resolutions relating to payments and settlements;

Drafting of Loan Agreements, Powers of Attorney, Facility Documentation, property transaction documents and any other documentation required to facilitate action required;

Preparation of various forms, including Payment request, Investment Recommendation and Bank Account Opening forms if required;

Supporting in the management of compliance issues and maintenance of records ensuring that we satisfy our regulatory requirements plus preparation and supply of due diligence on entities administered to third parties;

Assisting Directors, other Senior Personnel on ad-hoc client requests, administration of entities and projects as they arise and close liaison with Team Leader/Seniors on all tasks allocated;

Assisting with work overflow for team members and providing absence cover;

Liaison with accountants to ensure that financial accounts are prepared and reviewed in a timely manner for regulatory and tax purposes;

Any other ad-hoc duties that may be required from time to time.

Hard skills
Soft skills
Good to know
Goals & Performance Metrics:
During the initial three months, the emphasis is on adaptability and gaining a strong understanding of your responsibilities. As you progress into the six-month mark and beyond, the expectation is that you will work effectively with minimal supervision, taking ownership of your assigned tasks and projects. This evolution reflects our commitment to fostering independence and empowering our team members to excel in their roles.
N+1 Management Style:
The leadership style is collaborative, empowering individuals to excel while aligning efforts with organizational goals.
Career Progression Opportunities:
As you demonstrate proficiency and contribute positively to our team, you’ll have the chance to take on increased responsibilities and leadership roles. This may include leading projects, mentoring others, or exploring new areas of expertise.
Benefits & Culture:
We offer health insurance coverage. We support professional development through training programs and workshops, offer flexible work arrangements including remote options.
Candidate Selection Criteria:
Candidates should have relevant experience, essential skills and competencies, cultural alignment with our company, demonstrated motivation and passion for the role, potential for growth within the organization, and positive references or recommendations from previous employers. These factors collectively help us identify candidates who not only meet the job requirements but also align well with our team and culture.
Work condition:
Our company policies are designed to ensure fairness, transparency, and compliance with legal and ethical standards. We communicate these policies clearly to all employees and provide training and support to ensure understanding and adherence.
The frequency of policy updates and reviews varies depending on the nature of the policy and regulatory requirements. Generally, our policies are reviewed regularly to reflect changes in laws or industry standards and to address evolving needs within our organization. Critical policies such as those related to safety, ethics, and confidentiality may undergo more frequent reviews to ensure ongoing compliance and effectiveness.
Message from your future manager N+1:
Greetings from the Bolder Group! We are excited about the possibility of you joining our team. At Bolder, we value innovation, collaboration, and personal growth.
Explore our current opportunities and take the next step towards a fulfilling career with us. We look forward to potentially welcoming you to our dynamic team.

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