Company Description
Welcome to HIGHVERN. We are an award-winning provider of private wealth, fund and corporate administration services.
Key Accountabilities:
- Assisting with the administration of a range of private capital structures (funds and corporates) and associated structures
- Assisting with establishing new structures and transitioning switch business in accordance with our streamlined approach
- Provision of exceptional service levels and client experience for clients and related parties throughout the whole life cycle
- Assist with the maintenance and development of client and advisor relationships, demonstrating responsiveness, and develop an in-depth knowledge of clients’ structures and market awareness
- Assist with all aspects of company secretarial matters, including preparation of agendas, collation and distribution of board packs, and minutes for board meetings
- Assist in processing routine fund operations such as investor calls and distributions
- Prepare payment instructions for fund related expenses
- Accurate execution and recording of all related activities
- 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
Requirements:
- Positive, personable, self-motivated and a willingness to learn
- Demonstrable experience of working in a funds or similar 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 deal with tasks independently
- Basic knowledge of AML/KYC legislation and requirements
Preferred Minimum Qualifications:
- ICSA / ACCA / ACA qualified or studying toward