AKEYLAH BARTLETT
West Bay Road
Summary
A dedicated and detailed oriented team player with 5 years experience in the corporate industry. Aiming to work for an family friendly organization where there is room to advance professionally.
Overview
9
9
years of professional experience
Work History
Incorporations Administrator
Conyers
08.2022 - Current
- Processing new formation and incorporation of new client entities.
- Acting as lead on client risk assessment and on-boarding processes, and working with Conyers Global Compliance team to ensure that all relevant policies and procedures are followed.
- Working with partners and associates of the law firm to co-ordinate integration of new clients.
- Prepare and/or review statutory and organizational corporate documents.
- Preparing all documents required for on-boarding of new business and those who wish to transfer from another service provider.
- Assist with data quality control projects such as exception reports and reviews.
- Updating and maintaining Viewpoint with all relevant and new records and documentation.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Training new staff on policies and procedures.
Corporate Administrator
Mourant
02.2021 - 08.2022
- Processing incorporation's, registrations and transfer In's from start to finish.
- Completing CDD checks for client entities and related parties. Assisting TMT Administrator with periodic reviews.
- Maintaining corporate records in internal databases and systems including ViewPoint and Imanage.
- Assisting with the training and development of Assistant Corporate Administrators.
- Liaising with client, lawyers and third party service providers in respect of portfolio entities
- Attending to billing and collection of administration and Incorporation fees.
- Processing statutory filings, update to corporate records and statutory registers.
Associate, Investor Operations
MUFG
01.2020 - 01.2021
- Administer and service a portfolio of funds in line with client requirements, internal policies and procedures.
- Maintain register of shareholders.
- Process trades in shareholder system for assigned funds.
- Review and set up new investors and funds
- Providing direct communication between shareholders and services providers.
- Prepping and pushing payments through banking portal.
- Responding to investor queries in a timely manner.
Assistant Client Relationship Officer – Client Relationship Officer
Intertrust
03.2017 - 12.2019
- Handling correspondence and administrative matters from intermediaries, clients and external services providers relating to my assigned portfolio of companies and partnerships.
- Interpreting board and shareholder resolutions to update company records accordingly.
- Updating and providing statutory registers and other documents as required.
- To obtain the required due diligence on directors, shareholders and partners.
- Maintaining the viewpoint client database.
JR Administrator
Dillon Eustace
09.2016 - 03.2017
- Drafting invoices to be finalized and sent out to clients.
- Arranging documents to be sent by courier.
- Formatting and editing documents in a timely manner.
- Arranging courier to collect mail and scanning mail to our clients.
- Answering and transferring telephone calls.
- Monitoring office supply and ordering supplies when running low.
- Preparing Fee Proposals to be sent to clients.
- Worked closely with secratary to maintain optimum levels of communication to effectively and efficiently complete projects.
Customer Service Agent (Temporary Contract)
DHL
04.2016 - 09.2016
- Greeting and assisting customers in a professional manner.
- Prepare packages to be sent worldwide.
- Deliver packages to customers.
- Ensuring cash balances.
- Track shipments.
- Respond to customers inquiries regarding shipments and the different services provided.
- Maintain records for shipments that have been prepared.
- Create commercial invoices for non-documents that need to be sent out.
Clerical Assistant
Elian Fiduciary Services, Cayman Limited
06.2015 - 12.2015
- Demonstrated knowledge of firm procedures and ability to operate within scope of clerical role.
- Produced accurate documents (minutes, resolutions, share transfers etc.) in a timely fashion.
- Arrange for certification of documents for clients.
- Demonstrated a high level in appropriate use of the filing system, calendars, diary and reminders.
- Knowledge of eTAF (termination of an entity within Elian's system).
- Completed numerous periodic file reviews.
- Knowledge of basic input into Navision regarding periodic file reviews and insert missing information.
- Liaised with associates and clients on basic requests.
- Mail forwarding to clients.
- Shared responsibility in uploading of annual returns and downloading the stamped versions for over 1,200 entities.
Education
High School Diploma -
Cayman Islands Further Education
North Side06.2015
High School Diploma -
Clifton Hunter High School
North Side06.2014
Skills
- Word
- Excel
- Outlook
- Filesite
- Coris
- Elite
- Viewpoint
- Lasherfishe
- Mantra
- Attentive to Detail
- Quick Learner
- Organized
- Adaptable
- Team Player
- Initiative
- Great Communication
References
Jodi Brown | Jodi.brown@harneys.com
Timeline
Incorporations Administrator
Conyers
08.2022 - Current
Corporate Administrator
Mourant
02.2021 - 08.2022
Associate, Investor Operations
MUFG
01.2020 - 01.2021
Assistant Client Relationship Officer – Client Relationship Officer
Intertrust
03.2017 - 12.2019
JR Administrator
Dillon Eustace
09.2016 - 03.2017
Customer Service Agent (Temporary Contract)
DHL
04.2016 - 09.2016
Clerical Assistant
Elian Fiduciary Services, Cayman Limited
06.2015 - 12.2015
High School Diploma -
Cayman Islands Further Education
High School Diploma -
Clifton Hunter High School
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