Purpose of the role:
To take responsibility for and ownership of a varied portfolio of client entities and provide general support to the Funds Team and the wider Group as required.
Responsibilities:
Oversee transactions undertaken by client entities whilst involving the Manager and/or Director where necessary
Maintain secretarial, governance and transactional oversight and control of a cross section of client entities
Identify opportunities to expand services to existing clients and new business opportunities
Participate in and contribute to the Fund Team meetings
Assist with the management of appraisals and ensure objectives are monitored. Provide regular feedback to individuals within the team both constructively and where expectations have not been met
Manage the organisation of Board meetings and review and/or preparation of relevant client entity Board meeting packs, attendance at meetings and drafting or review of accurate minutes
Skills required:
Experience working within Funds
It is not essential but applicants holding or studying towards a financial services qualification would be preferred
Familiarity with the Jersey legal and regulatory environment and in particular the AML/CFT Handbook