Assistant Manager - Corporate & New Business
Job Description:
A leading, independent professional services firm specialising in offering high-end fiduciary, corporate and fund administration services in the private capital and commercial sectors internationally. This role will suit an individual looking to be part of a high performing Client Services team, covering various Corporate Administration tasks with a key focus on the onboarding of new clients, new pieces of business and Company Secretarial process in Jersey and other Jurisdictions.
REPORTING TO:
Associate Director, Corporate, Jersey
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 the Corporate Team delivering specific administrative tasks required in meeting client or business needs including wider support to the Private Wealth team as required;
- 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;
- Assist with completion of regulatory and Jersey tax filings for corporate entities managed by us
- Assist with company liquidations and company transfers in accordance with controls;
- The efficient, commercial and timely delivery of the New Business process, in close collaboration with the Corporate Team;
- As required, to participate in the client management of newly on-boarded pieces of business and to support the Corporate Team with the transition of new clients/structures from the New Business process to BAU.
OTHER 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.
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.
Sorry No Sponsorship - must be Jersey resident
Required Skills:
Business Rules Sponsorship Capital Business Process Structures Data Management Onboarding Tax Problem Solving Interpersonal Skills Databases Regulations Records Administration Business Communication Management