Company Description

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


Key Accountabilities:

  • Assisting with establishing new structures and transitioning switch business in accordance with our streamlined approach.
  • Assist with collection and review of KYC documentation of clients, directors, shareholders and investors.
  • Preparation of KYC files, including customer due diligence (“CDD”) checklists in line with policies and procedures and data input into Highvern systems.
  • Assist with periodic reviews of investor KYC files.
  • Use of online onboarding platforms to collect data and complete screenings as part of the KYC process.
  • Learn and understand the AML handbook across multiple jurisdictions.
  • Provision of exceptional service levels and client experience for clients and related parties throughout the onboarding or re-fresh cycles.
  • Refer as appropriate to line manager with suggested solutions wherever possible, demonstrating a desire to learn and develop.
  • Adherence to all company workflows, policies and procedures, providing challenge to these as appropriate to ensure efficiency of the business unit.

  

Requirements:

  • Positive, personable, self-motivated and a willingness to learn.
  • Understanding of the requirements of quality client service.
  • Demonstrable experience of working in a funds environment at a similar level.
  • Ability to demonstrate a culture of excellence and continuous improvement.
  • Deadline oriented; ability to work collaboratively and flexibly.
  • Excellent interpersonal and communication skills, together with attention to detail, are required to develop close working relationships with colleagues, clients and business contacts.
  • Ability to learn knowledge including up to date knowledge of regulatory and legal requirements.
  • Ability to deal with tasks independently.