Company Description
Welcome to HIGHVERN. We are an award-winning provider of private wealth, fund and corporate administration services.
Key Accountabilities:
* Administer a complex range of fund structures (corporate and Institutional) and associated structures
* Assisting with establishing new structures and transitioning switch business in accordance with our streamlined approach
* Provision of exceptional service levels and client experience for clients and related parties throughout the whole life cycle
* Assist with the supervision of team members workloads, mentoring and delegating work within the team and assist with their adherence to workflows, policies and procedures
* Assume management responsibilities of the team during periods that the manager/senior manager is absent from the office
* Assist with billing and settlement of debt within the team
* Assist with the management of appraisals and ensure objectives are monitored, providing regular feedback to team members
* Act as a mentor to more junior staff role as part of their succession planning
* Work with junior team members to ensure their set objectives are monitored to assist with their development
* Provide proactive query management and resolution for items raised by colleagues, clients, advisors and NEDs
* Assist with the maintenance and development of client and advisor relationships, demonstrating responsiveness, in depth knowledge of clients' structures and market awareness
* Process and co-ordinate routine and complex fund operations, such as investor calls, distributions and company secretarial matters
* Accurate execution and recording of all related activities
* Act as an authorized 'C' signatory in accordance with policies and procedures
* Refer as appropriate to line manager with suggested solutions wherever possible, demonstrating a desire to learn and develop
* Adherence to all company workflows, policies and procedures, providing challenge to these as appropriate to ensure efficiency of the business unit
Requirements:
* Minimum 5 years' funds experience and must have demonstrable experience of working in a fund environment, at assistant manager level.
* Fund company secretarial background, at assistant manager level.
* Understanding of the requirements of quality client service.
* Ability to effectively manage and motivate staff; alignment to a culture of excellence and continuous improvement through coaching, motivation and leadership.
* Deadline oriented; ability to work collaboratively and flexibly.
* Excellent interpersonal and communication skills, together with attention to detail, are required to develop close working relationships with colleagues, clients and business contacts.
* Sound technical financial services knowledge including up to date knowledge of regulatory and legal requirements.
* Knowledge of AML/KYC legislation and requirements.
* Ability to deal with tasks independently. Ability to work using own initiatives
* Working towards or holding a professional qualification as either a chartered secretary/ICSA, chartered accountant or lawyer