Reports to Client Relationship Manager
Corporate Services within Aztec is a relatively new dynamic team. Our client base is a diverse mixture of structures and asset types, providing lots of variety in the work we do. With continued growth across the Aztec Group, we're always on the lookout for bright individuals to join our journey and help support current and future business needs. We are confident that we can provide you with a challenging career which offers exceptional learning and development opportunities combined with progression.
The purpose of this position is to carry out routine day-to-day administration of corporate and fund structures under the direction of a Client Relationship Manager.
Key responsibilities:
1. Build and maintain strong working relationships with clients, colleagues and other business contacts
2. Administration of a range of entities across various corporate vehicles, investment holding companies and fund structuring entities
3. Coordinate all aspects of company secretarial matters including the preparation of agendas, collation and distribution of board packs, obtaining directors availability and drafting minutes and resolutions for routine matters
4. Coordinate and review the work of more junior team members
5. Prepare the appropriate documents for incorporation of companies, annual and other ad hoc filings
6. Assist with obtaining CDD on shareholders and maintain the register
7. Maintain accurate records for each entity, ensuring that all amendments are made in a timely manner
8. Liaise with notary offices, banks, and regulatory and tax authorities (as applicable)
9. Ensure regulatory and statutory filings are made in timely manner
10. Prepare manual and electronic payment instructions to settle expenses and complete transactions throughout the structures
11. Ensure staff are trained on electronic banking systems and co-ordinate the opening of new bank accounts
12. Assist with the audit of corporate entities.
13. Act as a mentor to junior staff under the supervision of senior staff
Skills, knowledge, expertise:
14. The candidate will be expected to be qualified or studying towards a relevant professional qualification (preferably CGI Certificate level or an accountancy qualification)
15. Sound technical financial services knowledge (to be supported through the Aztec Academy)
16. Strong knowledge of company and partnership laws and an understanding of trusts would be beneficial
17. Computer literacy skills are essential
18. Strong interpersonal skills are required to develop close working relationships with colleagues, clients and business contacts
Who are we?
Aztec Group has come a long way since first opening its doors in Jersey back in 2001. Our size and reach may have changed, but one thing that hasn’t is our identity – we’re proud to be a truly independent, owner-managed business that puts our people and clients at the centre of everything we do.
We understand that everyone will put value on different things and that’s why our employee package includes a variety of benefits. Here are some of the core benefits for all our people:
19. Competitive salary
20. Discretionary bonus scheme
21. Flexible, hybrid working
22. Generous holiday allowance
23. Pension scheme
24. Private medical insurance, including eye care
25. Permanent health insurance
26. Life assurance (death in service and critical illness benefit)
27. Worldwide travel insurance
28. Ability to work abroad for up to 3 weeks per annum
29. Regular social events
30. Health and wellbeing programmes
31. Significant investment into your personal and professional development
We will provide the training, both in house for relevant technical knowledge and also for professional qualifications to enhance both your professional development and ability to provide sound administration services. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients are at the heart of what we do.