Purpose of the role:
To carry out routine day-to-day administration of corporate and fund structures under the direction of a Client Relationship Manager.
Responsibilities:
- Build and maintain strong working relationships with clients, colleagues and other business contacts
- Administration of a range of entities across various corporate vehicles, investment holding companies and fund structuring entities
- Coordinate all aspects of company secretarial matters including the preparation of agendas, collation and distribution of Board packs, obtaining directors availability and drafting minutes and resolutions for routine matters
- Coordinate and review the work of more junior team members
- Prepare the appropriate documents for incorporation of companies, annual and other ad hoc filings
- Assist with obtaining CDD on shareholders and maintain the register
Skills required:
- You will be expected to be qualified or studying towards a relevant professional qualification (preferably ICSA Certificate level or an accountancy qualification)
- Sound technical financial services knowledge
- Strong knowledge of company and partnership laws, an understanding of trusts would also be beneficial
- Computer literacy skills are essential
- Strong interpersonal skills are required to develop close working relationships with colleagues, clients and business contacts