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