Company Description

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


Position

Key Accountabilities:

  • Completion of core workflows in line with established procedures to underpin accuracy and consistency in the management of our client structures
  • Adherence to key performance indicator standards in the execution of all tasks and early escalation should the risk of backlog building/other issues appear
  • Client/ structure data management in a timely manner as required; accuracy of core data being critical to the service standards we achieve
  • Gathering and progressing documentation in relation to bank account opening on behalf of the client structures we maintain
  • Timely and accurate payment processing in line with policy and procedure, with particular concern for the rules around AML, sanctions and CFT
  • Close collaboration with and support to Client Management, delivering specific administrative tasks required in meeting client or business needs
  • Professional and effective communication with 3 party providers or agents in the execution of client activities required
  • Ensuring documents created are filed electronically and/or physically fully in line with house records management policy and using the technology available
  • 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

  • Full awareness of Highvern policies and procedures
  • Highly effective and adaptive interpersonal skills
  • High quality communication (written/ verbal) esp. when dealing with externals
  • Collaborative team player
  • Good awareness of KYC, AML, CFT and GDPR requirements
  • Good knowledge of and experience of working with NavOne
  • Good knowledge of doc. management principles and core MS Office apps

Preferred Minimum Qualifications:

  • STEP (studying)
  • ICSA (studying)
  • Degree in relevant subject
  • A’levels in relevant subjects

Other information

  • Ability to act efficiently but knowing when to escalate & seek guidance
  • Positive collaboration with all Private Wealth colleagues & wider stakeholders
  • Ongoing compliance with all internal policies and procedures
  • Ongoing compliance with all relevant regulatory/legal requirements
  • Effective contribution to group projects as necessary

Apply now