Company Description

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


Key Accountabilities:

  • Oversight of Transfer Agency function through the role of PCF-33 Head of Transfer Agency, provide guidance and otherwise assist the Registrar and Transfer Agency team in performance of their duties, including due diligence review of clients and investors, KYC processes, and review of contributions and redemptions in accordance with fund documents
  • Oversee and review initial due diligence review of prospective clients
  • Responsibility for overseeing investor onboarding
  • Participate in escalation discussions regarding investors flagged for compliance issues
  • Ensure up to date and accurate book-keeping of all fund and corporate structures
  • Delivery of specialised investor and other reporting (varying complexity) within client / regulatory timescales
  • Assist the Directors in optimizing use of our technology platform, including detailed input into capability in support of process efficiency, quality of output and proposition extension
  • Provide proactive query management and resolution for items raised by colleagues, clients, their advisors and auditors
  • Assist 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, in depth knowledge of clients’ structures and market awareness


Requirements:

  • Detailed knowledge of the Transfer Agency function
  • Demonstrable experience in the application of AML / KYC legislation
  • Understanding of the requirements of quality client service
  • Experience of working in a funds environment at a similar level
  • Demonstrate strong leadership skills and experience in managing a team
  • 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
  • Sound technical financial services knowledge including up to date knowledge of regulatory and legal requirements
  • Third level degree