Full Description

SENIOR ASSOCIATE, CORPORATE SERVICES (Corporate Secretariat)This is an exciting opportunity to join a growing team with scope to provide a value add service
proposition to workwith  clients  to  develop  their  businesses.    Our  Corporate  Services  offering  utilises  a 
family  office  approach  in  the provision of corporate and funds services to our clients with a
particular focus on boutique and bespoke solutions.WORKING RELATIONSHIPSThis role involves close and regular interaction with all Stonehage Fleming employees, primarily in the Jersey office but also Group wide and also with clients, promoters, advisors and intermediaries.  The incumbent works within the client services area and reports to the Director, Head of Business Services.OVERALL PURPOSEThe purpose of this role is to play an integral part in the provision of efficient, professional  administrative services to corporate and fund clients whilst being responsible for managing client relationships on a day‐to‐day basis, project management of client transactions and coaching more junior members of the team in relation to more complex transactions ensuring all client deliverables are met in a timely manner.The role requires the individual to be well organised and able to work under their own initiative being mindful of both internal and external deadlines.Working on a diverse portfolio of clients to include listed equity funds, private equity funds, property funds, debt funds, managed entities, pension schemes, SPV’s, limited partnerships, listed entities etc this role is ideally suited to a dynamic individual wishing to develop a fulfilling career in a growing financial services firm looking to build on their existing client management skills or to take a step‐up from a senior administrator position into a client manager role.PRINCIPAL ELEMENTS AND ACCOUNTABILITIESClient administration

• Management and co‐ordination of all Fund and Client 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 taking responsibility for being the immediate point of contact for allocated client relationships
• Administration of all property related matters including quarterly rental flows, liaison with property managers and ensuring the structure is operated in accordance with agreed procedures
• Provision of company secretarial services across the portfolio including, but not limited to, AIM listed companies, EBTs, property SPV & JPUT structures, GP/LP structures
• Co‐ordinate client board meetings and prepare board meeting materials
• Attendance at client meetings and preparation of minutes ensuring completion of any
  post‐meeting actions
• Assisting the Directors with the client onboarding process managing the workflow and
  associated requirements
• Responsible for ensuring the maintenance of 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
• Arranging payment of fees and expenses in line with contract and executing payments as an
  authorised signatory
• Dealing with all day to day correspondence in a timely and professional mannerOperations / Management:
• Maintenance of template documents including assistance to develop presentational standards across the team
• Contributing to the development of Policies and Procedures
• Manage the billing process, reviewing invoices against contractual arrangements and analysing
  the time spent vs invoiced amount proposing any changes where considered appropriate prior to
  Director sign‐off;
• Responsible for the timely collection of fees and pro‐active debtor management across the
  client portfolio
• Undertake client AML and periodic administrative reviews pursuant to adopted policies and
  procedures
• Mentor and support the training of more junior members of staff providing guidance on more
  complex matters
• Manage the set‐up of new client entities on the relevant systems ensuring appropriate
  processes are implemented as agreed with the relevant Director
• Be an authorised signatory
• Be risk aware ensuring appropriate adherence to risk management policies and procedures
  having a strong understanding of local regulatory matters
• Support the directors in business development related activities through assistance with the
  maintenance of promotional materials and the drafting of client pitch presentations

QUALIFICATIONS AND EXPERIENCE   

• Recognised financial services or other professional qualification, preferably with post
  qualification experience in a funds / corporate services environment.
• Real Estate experience or experience in a Funds service environment would be beneficial but
  not essential.
• Be proficient in Word and Excel and general MS products including Powerpoint.
• Experience or knowledge of NavOne would be beneficial but not essential.

SKILLS

• Excellent attention to detail
• Sharp analytical skills and a strong commercial awareness
• Proactive, solution focused and self‐sufficient
• Able to structure work logically and efficiently and executes accordingly in a high pressure
  environment
• To be able to give guidance and assistance to other members of the team

COMPETENCIES AND BEHAVIOURS

• Integrity, honesty and professionalism
• Delivers work of a high standard with attention to detail
• Proven analytical and problem‐solving abilities

 

How to apply

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

For more information please visit www.stonehagefleming.com.

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