Company Description

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


Position

Key Accountabilities:


  • Administer a complex range of fund structures (corporate and Institutional) and associated structures.
  • Assisting with establishing new structures and transitioning switch business in accordance with our streamlined approach.
  • Provision of exceptional service levels and client experience for clients and related parties throughout the whole life-cycle.
  • Assist with the supervision of team members workloads, mentoring and delegating work within the team and assist with their adherence to workflows, policies and procedures.
  • Assume management responsibilities of the team during periods that the manager/senior manager is absent from the office.
  • Assist with billing and settlement of debt within the team
  • Assist with the management of appraisals and ensure objectives are monitored, providing regular feedback to team members.
  • Act as a mentor to more junior staff role as part of their succession planning
  • Work with junior team members to ensure their set objectives are monitored to assist with their development.
  • Provide proactive query management and resolution for items raised by colleagues, clients, advisors and NEDs.
  • Assist with the maintenance and development of client and advisor relationships, demonstrating responsiveness, in depth knowledge of clients’ structures and market awareness.
  • Process and co-ordinate routine and complex fund operations, such as investor calls, distributions and company secretarial matters.
  • Accurate execution and recording of all related activities.
  • Act as an authorsied ‘C’ signatory in accordance with policies and procedures.
  • Refer as appropriate to line manager with suggested solutions wherever possible, demonstrating a desire to learn and develop.
  • Adherence to all company workflows, policies and procedures, providing challenge to these as appropriate to ensure efficiency of the business unit.

Requirements

  • Minimum 5 years’ funds experience and must have demonstrable experience of working in a fund environment, at assistant manager level.
  • Fund company secretarial background, at assistant manager level.
  • Understanding of the requirements of quality client service.
  • Ability to effectively manage and motivate staff; alignment to a culture of excellence and continuous improvement through coaching, motivation and leadership.
  • Deadline oriented; ability to work collaboratively and flexibly.
  • Excellent interpersonal and communication skills, together with attention to detail, are required to develop close working relationships with colleagues, clients and business contacts.
  • Sound technical financial services knowledge including up to date knowledge of regulatory and legal requirements.
  • Knowledge of AML/KYC legislation and requirements.
  • Ability to deal with tasks independently. Ability to work using own initiatives.

Other information

Preferred Minimum Qualifications:


  • Working towards or holding a professional qualification as either a chartered secretary/ICSA, chartered accountant or lawyer.

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