Purpose of the role:
You'll be taking on specific responsibilities for managing complex client structures and providing support to colleagues on the existing portfolio of clients and other new business opportunities.
Responsibilities:
- Assist with the preparation of new client proposals / fee quotes and participate in new business pitches
- Assist with the take-on and the transfer-in of new business, in accordance with the firm's policies and procedures
- Administer a portfolio of fund clients, respective management companies and associated fund structures, ensuring that client relationships and transactions are managed efficiently, to a high standard
About you:
- Proven fund experience, preferably administration and company secretarial experience
- Holding a relevant chartered secretary or chartered governance qualification (or ACCA / legal qualifications)
- Having strong knowledge of Jersey's Funds, Partnership, Company, AML, economic substance and tax regulation and legislation, and have proven experience in Jersey funds, corporate and tax filings