Company Description

Welcome to HIGHVERN. We are an award-winning provider of private wealth, fund and corporate administration services.


Position

Key Accountabilities:


  • Client/structure data management in a timely manner as required; accuracy of core data on all relevant databases being critical to the service standards we achieve.
  • Close collaboration with and support to Client Management, delivering specific administrative tasks required in meeting client or business needs.
  • Ensuring documents created are filed electronically and/or physically fully in line with house records management policy and using the technology available.
  • Delivery of company secretarial functions for the Corporate Team. All managed entities to be kept in good standing, in accordance with each jurisdictional deadline.
  • Professional and effective liaison with 3rd party providers or agents in the execution of client activities required.
  • Completion of core workflows in line with established procedures to underpin accuracy and consistency in the management of our client structures.
  • Timely and accurate payment processing in line with policy and procedure, with particular concern for the rules around AML, sanctions and CFT.
  • Adherence to key performance indicator standards in the execution of all tasks and early escalation should the risk of backlog building/other issues appear.
  • Accurate and on time recording of time and meeting utilisation targets to enable the business to invoice clients fully for the services provided.
  • Commitment to learning and professional development (especially technical), including maintaining CPD up to date, in line with expectations and ambitions.

Requirements

  • Compliance with all policies.
  • High quality external communication.
  • Implementing, following and maintaining relevant operating procedures.
  • Thorough understanding of and strict compliance with all internal and external rules/regulations.
  • Ability to work flexibly to accommodate changing priorities and deadlines.
  • Highly professional representation of Highvern externally at all times.
  • Seek guidance where required.
  • Commitment to learning and development, including maintaining CPD up to date.
  • Accurate and on time recording of time and meeting utilisation targets to enable the business to invoice clients fully for the services provided.

Other information

Skills, Knowledge & Experience Required:


  • Excellent attention to detail.
  • Excellent accuracy.
  • Minimum of 3 years trust and company or legal experience.
  • Good understanding of fiduciary services needs.
  • Ability to communicate clearly internally and externally
  • Problem solving and interpersonal skills.
  • Strong team player.

Apply now