Company Description
Welcome to HIGHVERN. We are an award-winning provider of private wealth, fund and corporate administration services.
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
Preferred Minimum Qualifications:
* STEP
* ICSA
* Accountancy
* Legal