Senior Associate – Corporate Services

31. October 2019

Our client is one of the world's leading independently owned family offices providing a range of services from long-term strategic planning and investments to day-today advice and administration on behalf of families of wealth in multiple jurisdictions around the world. They currently have an exciting opportunity for a Senior Associate within their Corporate Services team to provide a value add service proposition to work with clients to develop their businesses.

Role 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.

Key duties will include:
• 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
• 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

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

• Excellent attention to detail
• Sharp analytical skills and a strong commercial awareness
• Proactive, solution focused and self‐sufficient

For further information please contact the Perm team on 500000.

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Permanent Team

For more information on this role or any other permanent positions, please call the Perm Team on 01534 500000 or click the "Enquire Now" button above to request more details.

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