Full Description

Stonehage Fleming provides a range of services from long-term strategic planning and investments to day-to-day advice and administration to over 250 families of wealth. The Group employs over 500 people in 11 offices in 8 jurisdictions around the world.

WORKING RELATIONSHIPS
This is an exciting opportunity to join a growing team with scope to provide a value add service proposition to work with clients to build their businesses.  Reporting to a director within our Corporate Services team in Jersey, you will receive training to develop their skills and knowledge to support their career development.  The role involves close and regular interaction with all Stonehage Fleming employees, primarily in the Jersey office but also Group wide in addition to clients, promoters, advisors and intermediaries.

OVERALL PURPOSE
The purpose of the role is to play an integral part in the provision of efficient, professional administrative support in providing services to corporate and fund clients.  Working on a diverse portfolio of clients, you will gain a wide variety of experience and training in order to progress your development. This role would be ideally suited to a dynamic individual wishing to embark on a fulfilling career in a growing financial services firm.

PRINCIPAL ELEMENTS AND ACCOUNTABILITIES

• Assisting with all Fund related matters such as the acquisition and divestment of assets; investor dealing, drawdowns and distributions, reporting, governance regulatory and compliance matters etc
• Liaison with clients, intermediaries and advisors
• Co-ordinate client board meetings and assist with the preparation of board meeting materials
• Attendance at client meetings and preparation of minutes ensuring completion of any post-meeting actions
• Assisting with the client onboarding process
• Provide support to the director in relation to business development – itinerary, planning, presentations
• Maintaining all statutory and administrative records, including the client profile and transaction log
• Maintaining the corporate calendar for a structure and ensuring calendar events/requirements are dealt with on a timely basis
• Co-ordinate payment process for the team’s clients
• Dealing with all day to day correspondence in a timely and professional manner
• Maintenance of template documents including assistance to develop presentational standards across the team

                                                                                                                    
QUALIFICATIONS AND EXPERIENCE

• You will possess some experience of working in the Funds services environment (beneficial but not essential)
• You will hold proficiency in Word, Excel and Powerpoint
• You will be studying towards, or willing to study towards, a suitable professional industry qualification 

SKILLS

• Good oral and written communication skills
• Excellent attention to detail
• Proactive, solution focused, taking ownership of tasks
• Ability to present work to a high standard 

COMPETENCIES AND BEHAVIOURS

• Integrity, honesty and professionalism
• Delivers work of a high standard with attention to detail
• Be able to work effectively within a team environment
• Forward thinking, self-starter                            

This job description is a guide to the principal, current duties of the job. It does not form part of the contract of employment.If you would like to apply for this position, or encourage anyone else to apply, please direct all applications to jersey.recruitment@stonehagefleming.com where your application will be processed accordingly by our HR team. Thank you.

 

How to apply

To apply for this job please email jersey.recruitment@stonehagefleming.com.

For more information please visit https://www.stonehagefleming.com/.

---

« Return to Adverts