A highly successful independent fund administration specialist is seeking a Temporary Client Relationship Manager to join their team for a 9 month period.
The purpose of this position administers a limited portfolio of Fund structures in conjunction with the Senior Client Relationship Manager/Associate Director – Administration.
Key responsibilities:
- Act as first point of contact for a limited number of fund structures within a team
- Co-ordinate legal, tax and other professional advice
- Develop and maintain the Operational Procedures Manuals and ISAE checklist templates for client relationships
- Attend and minute client board meetings and shareholders meetings
- Ensure the preparation, review, distribution and filing of periodic financial statements on a timely basis and in accordance with regulatory guidelines
- Act as “B” level 4-eyes signatory on administration matters, ensuring that company policy and professional and regulatory guidelines are adhered to and that a professional quality service is provided to clients and outside contacts
- Assist with billing information for clients including analysis of time spent, including the management of aged debtors
- Supervise and assist in the training and development of staff
- Participate in the appraisal process for members of staff
Skills, knowledge, expertise:
- The candidate should hold a relevant professional qualification (ICSA Diploma level or equivalent)
- The candidate is required to have 4+ years’ financial services experience
- Strong technical financial services knowledge (to be supported through the Aztec Academy)
- Some people management experience
- Evidence of managing a small client relationship or part of a major client relationship
- Act as a “B” level Authorised Signatory
