About the role:
The purpose of this position is to administer a limited portfolio of Fund structures in conjunction with the Senior Client Relationship Manager.
Key Responsibilities:
• Act as first point of contact for a limited number of fund structures within a team
• Co-ordinate legal, tax and other professional advice
• Develop and maintain the Operational Procedures Manuals and ISAE checklist templates for client relationships
Skills, knowledge, expertise:
• The candidate should hold a relevant professional qualification (ICSA Diploma level or equivalent)
• The candidate is required to have proven relevant experience
• Strong technical financial services knowledge (to be supported through the Aztec Academy) • Some people management experience