Company Description
Welcome to HIGHVERN. We are an award-winning provider of private wealth, fund and corporate administration services.
Position
Key Accountabilities:
* Work closely with Client Directors on proactive entity management and maintenance from the late on-boarding stage through full structure life cycle, ensuring highest standards of service delivery.
* Ensure data and records of all entities are up to date, accurate and in line with documented requirements, policy and procedure.
* Delivery of all client work and client contact in line with Highvern's vision and values and expected service standards, ensuring KPIs are up to date at all times.
* Excellence of communication with clients and 3rd parties whether verbal or written; demonstrating technical awareness and cultural affinity as appropriate
* Support highly effective fiduciary decision making incl thorough preparation of comprehensive and considered case input for discussion at Client Risk Forum, Investment Governance Forum and others as necessary.
* Highly effective liaison with 3rd party service providers in execution of client needs and to build those relationships in support of future referrals.
* Up to date and accurate time recording helping to meet utilisation and profitability targets; demonstrating appropriate commerciality in all dealings.
* Undertaking appropriate reviews and workflows, addressing issues identified in a timely manner and sharing learnings with Client Directors and wider team.
* Seeing risk review actions through to satisfactory resolution, and ensuring all regulatory filings are carried out accurately, and on time.
* Skilled mentoring and knowledge share with more junior Client Management and Administration colleagues; role modelling appropriate group behaviours.
Requirements
* Ability to act independently but knowing when to escalate & seek guidance.
* Positive collaboration with all Highvern colleagues & wider stakeholders.
* Manager of client entities/affiliate members where required.
* Ongoing compliance with all internal policies and procedures.
* Ongoing compliance with all relevant regulatory/legal requirements.
* Spotting cross-sell opportunities and liaison with Client Directors accordingly.
* Sharing of own client/structure knowledge with nominated alternates.
* Awareness and ability to act as fully effective nominated alternate for others.
* Maintenance of technical awareness and market developments.
* Effective contribution to group projects as necessary.
* Authorised client signatory in line with approved limits.
* Maintenance of CPD and up to date technical awareness.
* Occasional business travel subject to workload status.
* 5 - 10 yrs experience serving Corporate clients.
* Good understanding of Employee Benefit Trusts.
* Proven ability in managing structured finance structures.
* Proven ability in working with related industry professionals.
* Full understanding of local and UK trust & co. legislation and regulatory requirements.
* Good understanding of investments, property and other asset classes.
* Full awareness of Highvern policies and procedures.
* Highly effective and adaptive interpersonal skills.
* Collaborative team player.
* Strong 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.
Other information
Preferred Minimum Qualifications:
* STEP
* ICSA
* Accountancy
* Legal