Company Description

Welcome to HIGHVERN. We are an award-winning provider of private wealth, fund and corporate administration services.


Key Accountabilities:

  • Client / structure data management in a timely manner as required; accuracy of core data on all relevant databases being critical to the service standards we achieve;
  • Close collaboration with and support to Client Management, delivering specific administrative tasks required in meeting client or business needs.
  • Ensuring documents created are filed electronically and/or physically fully in line with house records management policy and using the technology available;
  • Delivery of company secretarial functions for the Corporate Team.  All managed entities to be kept in good standing, in accordance with each jurisdictional deadline;
  • Professional and effective liaison with 3rd party providers or agents in the execution of client activities required;
  • Completion of core workflows in line with established procedures to underpin accuracy and consistency in the management of our client structures;
  • Timely and accurate payment processing in line with policy and procedure, with particular concern for the rules around AML, sanctions and CFT
  • Adherence to key performance indicator standards in the execution of all tasks and early escalation should the risk of backlog building/other issues appear.
  • Accurate and on time recording of time and meeting utilisation targets to enable the business to invoice clients fully for the services provided.
  • Commitment to learning and professional development (especially technical), including maintaining CPD up to date, in line with expectations and ambitions.

 

Requirements:

  • Compliance with all policies
  • High quality external communication
  • Implementing, following and maintaining relevant operating procedures
  • Thorough understanding of and strict compliance with all internal and external rules/regulations
  • Ability to work flexibly to accommodate changing priorities and deadlines
  • Highly professional representation of Highvern externally at all times.
  • Seek guidance where required
  • Commitment to learning and development, including maintaining CPD up to date
  • Accurate and on time recording of time and meeting utilisation targets to enable the business to invoice clients fully for the services provided.
  • Excellent attention to detail
  • Excellent accuracy
  • Minimum of 3 years trust and company or legal experience
  • Good understanding of fiduciary services needs
  • Ability to communicate clearly internally and externally
  • Problem solving and interpersonal skills
  • Strong team player.