Summary
Summary
Overview
Work History
Education
REFERENCES
Timeline
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SHEDELL D. MCKENZIE

Nassau, The Bahamas

Summary

An organized, motivated, and dedicated team player. Experienced in outstanding client care in fast-paced environments. Offering professional integrity, keen attention to detail and strong decision-making skills to manage multiple tasks with high accuracy. Performs effectively in independent or team-based settings.

Summary

Microsoft Office Aptitude | Quality Written & Oral Communication Skills | Effective Interpersonal Skills | Excellent Customer Relations| Concept Processing System (CPS) | Teamwork & Collaboration

Overview

23
23
years of professional experience

Work History

Corporate/Administrative Assistant

BVC SERVICES LTD
08.2021 - 04.2023
  • Maintained corporate records ensuring requisite statutory filings with Bahamas Registry.
  • Organized Board/Annual General/Monthly Operational Meetings, prepared accommodating proxies, powers of attorney, appointments, notices, recorded minutes.
  • Facilitated bank opening account forms.
  • Processed annual and periodic invoicing of clients; settled monthly, quarterly, and annual bills, fees and expenses.
  • Created and maintained database to track and record customer information and developed strategies to streamline office procedures.
  • Assisted Financial Officer with audits, accounting, finance, and budgets.
  • Collaborated with Compliance arm to monitor and maintain current client due diligence records and comply with periodic regulatory filings.
  • Maintained Commercial Entities Substance Reporting (CESRA) and Beneficial Owner Secure System (BOSS).


Corporate Officer

THE PRIVATE TRUST CORPORATION LIMITED
01.2005 - 08.2021
  • Managed Registered Agent/Office services portfolio of 500+ entities for HNW and UHNW individuals.
  • Provided support to Corporate Director/Trust Department in administrating trusts, managed entities, and other fiduciary structures - prepared relevant minutes, completed account opening forms, facilitated client distributions, certifications and other documents as requested.
  • Incorporated and liquidated entities - prepared notices, minutes, and filings, collaborated with appointed liquidator to oversee process to completion.
  • Coordinated the re-domestication of entities to and from the Bahamas with legal counsel aid.
  • Maintained corporate records of Bahamas and International entities; Attended to changes in company structure. Prepared and executed supporting documentation; Lodged/notified Bahamas Companies Registry or other jurisdiction where applicable.
  • Laised with third-party government institutions to secure good Certificates of Good Standing, Tax Exemptions, Certified documents, Apostille legalizations, business licence etc).
  • Coordinated with Client Internal Billings to generate invoices and settle entity annual fees at Government and Regulatory departments.
  • Reconciled company records with that of Bahamas Registry.
  • Assisted with onboarding clients.
  • Oversee internal and external client requests and expectations to maintain high degree of service.
  • Periodic reporting of department affairs to ensure efficiency and adherence to best practices and limit risk.
  • Maintained and updated Procedural Manual in conjunction with Legal Counsel.
  • Monitored industry advisories to remain abreast and ensure company adherence.
  • Filed/Updated client particulars to Commercial Economic Substance Reporting (CESR) and Beneficial Owner Secured System(BOSS) portal.
  • Provide technical and supervisory support to team members in a respectful and amicable manner.
  • Resolved problems, improved operations and provided exceptional service.
  • Participated in team projects, demonstrating an ability to work collaboratively and effectively.
  • Engaged in continuous training to maintain professional growth and boost productivity.

Administrative Assistant

THE PRIVATE TRUST CORPORATION LIMITED
07.2000 - 01.2005
  • Assisted with preparation of incorporation and supporting documents, corporate resolutions, annual declarations and statements, and updated corporate records.
  • Liaised with Bahamas Registry & Ministry of Foreign Affairs to secure certifications legalizations and lodge documents.
  • Coordinated with manager to document and track staff administrative daily tasks to drive efficiency and accuracy.
  • Recorded client correspondence log and tracked records to foster office efficiency.

Education

Foundation Certificate - International Trust Management -

CLT International And Society of Trust And Estate
(STEP)

Advanced Certificate - Company Law & Practice -

CLT International & Society of Trust And Estate
(STEP)

Trustee Diploma -

The Bahamas Institute of Financial Services

Financial Accounting -

The Bahamas Institute of Financial Services

Banking Certificate I -

The Bahamas Institute of Financial Services

Anti-Money Laundering And Compliance Systems - September 2023 Enrollment

The Bahamas Institute of Financial Services

REFERENCES

Sherrell S. Rodgers, The Private Trust Corporation Limited

Andre Coelho de Souza, BVC Services Ltd.

Keisha Larrimore Smith, Scotiabank Bahamas

Timeline

Corporate/Administrative Assistant

BVC SERVICES LTD
08.2021 - 04.2023

Corporate Officer

THE PRIVATE TRUST CORPORATION LIMITED
01.2005 - 08.2021

Administrative Assistant

THE PRIVATE TRUST CORPORATION LIMITED
07.2000 - 01.2005

Foundation Certificate - International Trust Management -

CLT International And Society of Trust And Estate

Advanced Certificate - Company Law & Practice -

CLT International & Society of Trust And Estate

Trustee Diploma -

The Bahamas Institute of Financial Services

Financial Accounting -

The Bahamas Institute of Financial Services

Banking Certificate I -

The Bahamas Institute of Financial Services

Anti-Money Laundering And Compliance Systems - September 2023 Enrollment

The Bahamas Institute of Financial Services

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SHEDELL D. MCKENZIE