About the role:
The main objective of this role is to support the Manager and team in handling client portfolio administration and facilitating the onboarding process for both new and transitioning clients.
Responsibilities:
- Assisting with the administration of a range of private capital structures (funds and corporates) 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 all aspects of company secretarial matters, including preparation of agendas, collation and distribution of board packs, and minutes for board meetings.
Skills required:
- Positive, personable, self-motivated and a willingness to learn.
- Understanding of the requirements of quality client service.
- Excellent numeracy and computer literacy skills are essential.
- Ability to work collaboratively and flexibly.