Kaveena Modelly
Quatre Bornes
Summary
Dedicated professional with 10 years of experience, focusing primarily on fund administration services. Works effectively within a team, and well as independently, demonstrating the multi-tasking abilities required to meet deadlines while maintaining quality deliverables.
Overview
13
13
years of professional experience
Work History
Associate Manager-Secretarial
IQ EQ Global Business (Mauritius) Limited
07.2023 - Current
- Responsible for the administration of a portfolio of companies
- Ensure that client files are compliant with the relevant laws and regulations
- Oversee, review, and monitor the work done by the team members to ensure a high standard of service and that relevant deadlines are being met
- Coaching and developing team members
- Acting as the main point of contact for clients
- Identifying and tracking ad hoc tasks that can be converted into billing initiatives.
- Ensuring budget and cash collection requirements are being met on a timely basis
- Providing information as requested by management and adhering to internal deadlines
- Planning and organising the workload to ensure timely delivery
- Working closely with other departments within the company to ensure that client deadlines are met
- Participate and provide input to the performance review and development plan of team members
- Provide assistance to the Manager and Client Director in internal and external matters
- Ensure invoices are generated in line with the budget agreed upon for the team, and review the invoices once generated by the Billing Team
- Promote a positive attitude and develop team spirit
Senior Executive -Secretarial
IQ EQ Global Business (Mauritius) Limited
06.2018 - 07.2023
- Handling a portfolio of companies including Collective Investment Schemes, Closed- End Funds, CIS Managers and GBCs
- Handling of day to day Administrative and Secretarial duties
- Organising board/shareholders meetings, preparing board packs, attending board/shareholders meeting, drafting of minutes and resolutions
- Maintaining bank accounts, including bank account openings, initiating bank transfers and liaising with the bank
- Ensuring compliance of files with relevant laws, rules and regulations including internal policies and procedures
- Attending to client queries in a timely manner
- Ensuring all transactions pertaining to the management of the clients’ affairs are executed promptly and efficiently
- Assisting accounting team with audits of financial statements and sign off on them
- Liaising with Regulatory Authorities, banks and other stakeholders in a prompt and efficient manner
- Filing, Scanning of Statutory Files and updating of information on Eazzy filing and Microgen5 series within the set deadlines
- Coaching junior members of the team
- Providing information / statistics as may be required by Associate Manager/Manager and other departments within set timeframe
- Keeping track of client billing and following up on accounts receivable
Client Services Administrator
IQ EQ Global Business (Mauritius) Limited
05.2015 - 05.2018
- Responsible for a portfolio of companies for daily administration and secretarial duties
- Organising board meetings, preparing board packs, attending board meetings, drafting of board minutes and resolutions
- Ensuring that files are compliant with relevant laws in Mauritius and compliant with internal control procedures
- Liaising with clients and other parties
- Liaising and follow up with Authorities such as ROC, FSC and MRA
- Conducting customer due diligence
- Initiating bank transfers and liaising with banks
Trainee
Grant Thornton Ltd
06.2013 - 08.2013
Trainee
Le Warehouse Ltd
06.2012 - 07.2012
Education
BSC (HONS) - International Business Finance
The University of Mauritius
06.2014
Cambridge Higher School Certificate -
Eden College
11.2010
Cambridge School Certificate -
Eden College
11.2007
Skills
- Proficient in Microsoft Office
- Ability to work under pressure and meet deadlines
- Team player
- Good organizational and communication skills
Personal Information
- Date of Birth: 24/06/1991
- Marital Status: Married
References
References available upon request.
Timeline
Associate Manager-Secretarial
IQ EQ Global Business (Mauritius) Limited
07.2023 - Current
Senior Executive -Secretarial
IQ EQ Global Business (Mauritius) Limited
06.2018 - 07.2023
Client Services Administrator
IQ EQ Global Business (Mauritius) Limited
05.2015 - 05.2018
Trainee
Grant Thornton Ltd
06.2013 - 08.2013
Trainee
Le Warehouse Ltd
06.2012 - 07.2012
BSC (HONS) - International Business Finance
The University of Mauritius
Cambridge Higher School Certificate -
Eden College
Cambridge School Certificate -
Eden College
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