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Client Relationship Manager – Company Secretarial and Governance - Aztec Jersey

The purpose of this position is to administer a varied portfolio of Fund structures in conjunction with the Senior Client Relationship Managers/Associate Director – Administration.

Key responsibilities:

+ Co-ordinating all company secretarial matters, including convening Board meetings, timely production of Board papers, attendance at and preparing minutes of Board meetings for a portfolio of regulated fund structures in accordance with expected service standards

+ Oversight of various investment matters such as corporate actions, dividend declarations, fund extensions, acquisitions and disposals and maintain and develop excellent working relationships with the duly appointed Investment Advisor and Investment Manager

+ Co-ordinate legal, tax and other professional advice as required and maintain frequent and professional contact with the Board of the Investment Manager

+ Develop and maintain Operations and Procedures Manual and maintain oversight of strict adherence to ISAE controls

+ Maintenance of up to date and accurate statutory records and registers for a variety of corporate entities

Skills, knowledge, expertise:

+ Ideally 6-8 years fund administration experience supported by a relevant professional qualification

+ Sound technical financial services knowledge (to be supported through the Aztec Academy)

+ Computer literacy, word processing and spreadsheet skills are essential

+ Significant people management experience

We will provide the training, both in-house for relevant technical knowledge and professional qualifications to enhance your professional development. You will need to be quick to learn new systems, pragmatic and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.

To view the full job description for this role, please click here.


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