The Key Account Manager Legal works under supervision of the Business Unit Manager and gets work assigned by the Senior Account Manager and/or the Relationship Manager.
Administration
- Drafts standard services agreements and ancillary documents;
- Incorporates companies and ensures good legal standing during the whole “lifecycle” of the companies;
- Manages routine general legal issues of the companies under his/her management.
Transactions
- Executes defined and standard corporate and financial transactions of client companies, such as capital increase, participations, distribution of dividends, granting or obtaining loan facility.
Compliance
- Takes care of compliance issues and client acceptance in line with compliance policy & transactions monitoring.
Reporting
- Maintains proper (legal) records of all actions taken.
System Use
- Uses the available systems (laserfiche, viewpoint, office) in line with the procedures, in order to ensure efficiency.
Account Management
- Has an own client portfolio and may act as the contact person with respect to standard legal operational issues.
Invoicing
- Is responsible for billing and collection of receivables;
- Submits the time writing on a timely basis to ensure appropriate chargeability and proper invoicing.
Client retention
- Identifies client needs and satisfaction issues and alerts to the Relationship Manager.
Requirements
- Bachelor in Legal;
- Up-to-date relevant legal knowledge: current legislation;
- Knowledge of procedures & policies
- Knows trust business and is aware of impact of own work on overall business success;
- Min. 3 years of trust experience.
KPI’s
- Billable hours
- Write offs
- Collection of receivables
- File review
- In time delivery of all client documents
- Prompt reply to client requests
- Compliance with procedures & regulations
- Client retention