Purpose of the role:
To assist the Senior Manager and Directors with the administration of a portfolio of clients and onboarding of new and switch clients.
Responsibilities:
- Assist with the administration of a range of private capital structures (funds and corporates) and associated structures
- Assist with establishing new structures and transitioning switch business in accordance with the streamlined approach
- Provision of exceptional service levels and client experience for clients and related parties throughout the whole life cycle
- Assist with the maintenance and development of client and advisor relationships, demonstrating responsiveness, and develop an in-depth knowledge of clients’ structures and market awareness
- 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:
- ICSA/ACCA/ACA qualified or studying towards
- Positive, personable, self-motivated and a willingness to learn
- Understanding of the requirements of quality client service
- Demonstrable experience of working in funds or similar environment at a similar level
- Ability to demonstrate a culture of excellence and continuous improvement