Senior Associate, Corporate Services
Administration
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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 13 offices in 8 jurisdictions
around the world.
This is an
exciting opportunity to join a growing team with scope to provide a value add
service proposition to work with 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 RELATIONSHIPS
This 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
PURPOSE
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.
As part of a small team, the
purpose of this role is to provide a
hands-on professional administrative service to corporate and fund clients
whilst being responsible for
day-to-day client relationship management as well as project management of
client 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.
PRINCIPAL ELEMENTS AND ACCOUNTABILITIES
Client 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 manner
Operations / 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
This job description is a guide to the principal, current
duties of the job. It does not form part of the contract
of employment / secondment.
How to apply
To apply for this job please email jersey.recruitment@stonehagefleming.com.
For more information please visit www.stonehagefleming.com/opportunities.
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