Account Manager Legal

Amicorp Group; São Paulo; Presencial; BRL 80.000 - 120.000; Tempo integral

Resumo da oferta

A leading company in São Paulo is seeking a professional to manage client portfolios, providing guidance on legal and corporate activities. The role involves maintaining corporate structures, generating revenue, and expanding business through client relationships. Ideal candidates should have a strong background in law or business, with excellent communication and leadership skills.

Qualificações

• 2-3 years of relevant experience in corporate services or financial sectors.
• Additional qualifications in company secretary or law are advantageous.

Responsabilidades

• Manage client portfolios and advise on corporate services.
• Analyze regulations and documents related to legal and fiscal opportunities.
• Maintain long-term client relationships as a trusted advisor.

Conhecimentos

Interpersonal Skills

Analytical Skills

Problem-Solving

Communication

Leadership

Formação académica

Bachelor's or Master's degree in Law

Bachelor's or Master's degree in Business

Bachelor's or Master's degree in Accounting

Bachelor's or Master's degree in Tax

Descrição da oferta de emprego

About the Role

Responsible for managing a portfolio of clients to guide them on legal, administrative, and corporate activities for their companies. The role involves setting up and maintaining corporate and legal structures, generating revenue through value-based charging, promoting products and services, and growing the business through existing and prospective clients.

Primary Duties and Responsibilities

1. Manage client portfolios and advise on corporate services, including setup and administration of structures and governance.
2. Analyze and interpret regulations, procedures, and documents related to legal and fiscal opportunities for clients.
3. Expand business with existing clients and develop new business through referrals.
4. Administer portfolios of companies, partnerships, and trusts in compliance with legislation.
5. Oversee preparation of shareholder meeting minutes, proxies, and attendance lists.
6. Coordinate tax, administration, and banking issues with the Client Accounting Department.
7. Ensure client activities align with legal and economic frameworks, maintaining accurate and current client files.
8. Monitor weekly productivity and chargeability, reviewing performance against targets.
9. Record chargeable time and service value using Maconomy for timely invoicing.
10. Sign correspondence according to authority lists and resolve payment issues.
11. Adhere to 'Know Your Customer' rules and compliance frameworks.
12. Follow internal procedures for data recording and maintain up-to-date policies in line with regulations.
13. Act as a trusted advisor, maintaining long-term client relationships.

Candidate Profile

• Bachelor's or Master's degree in Law, Business, Accounting, Tax, or related fields.
• 2-3 years of relevant experience in corporate services or financial sectors with international exposure.
• Additional qualifications in company secretary or law are advantageous.
• Understanding of financial legislation and international requirements like CRS, FATCA, BEPS, GAAR, ESR.
• Strong commercial mindset, initiative, and target-driven attitude.
• Excellent organizational, interpersonal, and communication skills, with the ability to adapt messaging to different audiences.
• Analytical, problem-solving, and decision-making skills, highly organized and detail-oriented.
• Independent, accountable, and capable of working in small and large team environments.
• Proven leadership skills and a desire to excel.