Job Title: Senior Fund Services Associate
Kin Group is a part of Anderson Global, a Global Corporate and Fund Services provider (https://www.anderson-global.com) has built a strong reputation for client service within the UK Venture Capital Fund Services industry. This has led to rapid growth and a rapidly increasing number of new client enquiries. The firm is accelerating its rate of growth and seeks to hire an individual to help with a broad range of client focused tasks.
Working in the Fund Administration team, the Senior Associate will take responsibility for a broad range of administration tasks and assume ownership of several processes. Working closely with other members of the team, they will deliver exceptional service to investors, their financial advisers and Kin’s asset manager clients.
As this is a senior role, the Senior Associate will be expected to play a key role in the continuous development of the team’s processes, procedures, skills and knowledge.
Main Duties and Responsibilities
Service Onboarding
* Work with the Head of Fund Administration and the Client Service team to manage the onboarding of new Fund Administration services, for new and existing clients.
Customer Service
* Develop and manage relationships with our asset manager clients.
* Handle enquiries and instructions from our clients, investors and financial intermediaries.
* Ensure service issues are addressed promptly and efficiently.
* Provide support to customers using Kin’s online portal and platform systems.
Fund Administration
* Carry out administrative tasks, including investor onboarding and application processing.
* Process instructions from our clients and investors, including cash and asset transactions.
* Produce and distribute investor correspondence and reporting.
* Ensure work is carried out in accordance with relevant regulations.
Data management
* Ensure the accuracy of new and existing records you are responsible for.
* Cleanse and reconcile data as required.
Prospero System
* Assist with the maintenance and improvement of the Firm’s proprietary fund services system and associated database.
Other Expectations
* Cultivate and maintain a client/customer centric culture through the way you work and the service you provide.
* Embrace change and continuously improve the work we do and the way we do it.
* Assume ownership of the tasks and responsibilities you are assigned.
* Work closely with and support your colleagues to collectively achieve success.
* Take responsibility for your personal development by setting goals and improving your skills and knowledge on an ongoing basis.
* Motivate yourself and those around you.
* Provide assistance and support to the Head of Fund Administration.
Skills and qualifications
* Undergraduate degree preferable but not essential.
* At least three years’ experience of an administration role in the fund management industry.
* Good general knowledge of UK investment products, preferably venture capital.
* Strong working knowledge and proficiency in Microsoft Excel and Word.
* Excellent verbal and written communication skills in English
* Basic financial qualifications ideal but not required.
* Demonstrable initiative.
3-month objectives
* Develop good working knowledge of the products and services offered by Kin.
* Take on responsibility for several administrative tasks.
* Become proficient in dealing with the majority of customer enquiries and instructions.
* Develop relationships with our key clients.
12-month objectives
* Improve and document several operational processes and procedures.
* Play a key role in delivering exceptional service to our customers.
* Take responsibility for a broad range of administrative tasks.
* Become a respected and valued senior member of the team.