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Assistant Manager - Funds

Purpose of the role:

To take responsibility for and ownership of a varied portfolio of client entities and provide general support to the Funds Team and the wider Group as required.

Responsibilities:

  • Oversee transactions undertaken by client entities whilst involving the Manager and/or Director where necessary
  • Maintain secretarial, governance and transactional oversight and control of a cross section of client entities
  • Identify opportunities to expand services to existing clients and new business opportunities
  • Participate in and contribute to the Fund Team meetings
  • Assist with the management of appraisals and ensure objectives are monitored. Provide regular feedback to individuals within the team both constructively and where expectations have not been met
  • Manage the organisation of Board meetings and review and/or preparation of relevant client entity Board meeting packs, attendance at meetings and drafting or review of accurate minutes

Skills required:

  • Experience working within Funds
  • It is not essential but applicants holding or studying towards a financial services qualification would be preferred
  • Familiarity with the Jersey legal and regulatory environment and in particular the AML/CFT Handbook
 

Fund Administration

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