Welcome to HIGHVERN. We are an award-winning provider of private wealth, fund and corporate administration services.
Key Accountabilities:
Administer a wide range of private capital structures (funds and corporates) and associated structures
Assisting with establishing new structures and transitioning switch business in accordance with our 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, in depth knowledge of clients' structures and market awareness
Act as a mentor to more junior staff under the supervision of senior staff role as part of both yours and their succession planning
Co-ordinate all company secretarial matters, including attendance and preparation of minutes for board meetings and shareholder meetings
Process and co-ordinate routine and complex fund operations, such as investor calls and distributions
Accurate execution and recording of all related activities
Refer as appropriate to Assistant Manager / Manager with suggested solutions wherever possible, demonstrating a desire to learn and develop
Adherence to all company workflows, policies and procedures, providing challenge to these as appropriate to ensure efficiency of the business unit
Act as an authorsied 'C' signatory in accordance with policies and procedures
Requirements:
Positive, personable, self-motivated and a willingness to learn
Understanding of the requirements of quality client service
Demonstrable experience of working in a funds environment at a similar level
Ability to demonstrate a culture of excellence and continuous improvement
Deadline oriented; ability to work collaboratively and flexibly
Excellent interpersonal and communication skills, together with attention to detail, are required to develop close working relationships with colleagues, clients and business contacts
Sound technical financial services knowledge including up to date knowledge of regulatory and legal requirements
Knowledge of AML/KYC legislation and requirements
* Studying towards being a professionally qualified chartered secretary/ICSA, chartered accountant or lawyer.
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