Company Description

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


Position

Key Accountabilities:

  • Completion of core workflows in line with established procedures to underpin accuracy and consistency in the management of our client structures.
  • Adherence to key performance indicator standards in the execution of all tasks and early escalation should the risk of backlog building/other issues appear.
  • Client / structure data management in a timely manner as required; accuracy of core data being critical to the service standards we achieve.
  • Gathering and progressing documentation in relation to bank account opening on behalf of the client structures we maintain.
  • Timely and accurate payment processing in line with policy and procedure, with particular concern for the rules around AML, sanctions and CFT.
  • Close collaboration with and support to Client Management, delivering specific administrative tasks required in meeting client or business needs.
  • Professional and effective communication with 3rd party providers or agents in the execution of client activities required.
  • Ensuring documents created are filed electronically and/or physically fully in line with house records management policy and using the technology available.
  • 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

  • Full awareness of Highvern policies and procedures.
  • Highly effective and adaptive interpersonal skills.
  • High quality communication (written/verbal) esp. when dealing with externals.
  • Collaborative team player.
  • Good awareness of KYC, AML, CFT and GDPR requirements.
  • Good knowledge of and experience of working with NavOne.
  • Good knowledge of doc. management principles and core MS Office apps.
  • Ability to act efficiently but knowing when to escalate & seek guidance.
  • Positive collaboration with all Private Wealth colleagues & wider stakeholders.
  • Ongoing compliance with all internal policies and procedures.
  • Ongoing compliance with all relevant regulatory/legal requirements.
  • Effective contribution to group projects as necessary

Other information

Preferred Minimum Qualifications:

  • STEP (studying)
  • ICSA (studying)
  • Degree in relevant subject
  • A’levels in relevant subjects

Apply now