[5998] - Senior Fund Manager - Maven Partners

The Organisation:
Our client, a provider of tailored trust, fiduciary, fund and corporate services, is looking for a Senior Fund Manager.

The Role:
Responsibilities include:
Manage the administration and deliver excellent client service for the team’s portfolio ensuring at all times that: strong client relationships are maintained, the administration work is performed to the highest professional levels and new business opportunities are considered and where appropriate developed from existing clients and professional contacts.
Responsible for ensuring all administration and client service issues are attended to, and where appropriate consult with the designated file director.
Attendance at meetings with clients and/or their advisers and the development of relationships with them.
Ensure that the process of checking, reviewing of financial statements relating to the job-holder’s own and teams portfolio of clients is done so in a timely manner.
Provide all relevant information to the clients and/or their advisers or to third parties taking into account rules of client confidentiality and data protection.
Completion of accurate annual, periodic and other file reviews within agreed KPIs for one’s own and the team’s portfolio.

The Person:
You will possess the following key characteristics:
Strong organisational, prioritisation, supervisory/management and delegation skills.
Proven strong interpersonal skills allowing for positive client relationships as well as with colleagues.
A good knowledge of investment products and principles, accounting, commercial law and asset management principles and parties.
As a result of study and experience, possess a thorough working knowledge of trust and company administration including a good understanding of the tax ramifications of certain structures.
Ability to work under pressure and meet deadlines.
Ability to work using own initiative and make decisions within corporate policies.
Good understanding of IT systems and standard Microsoft Products.
Flexible and proven ability to work as part of an effective team.
Generally have a minimum of ten years’ experience in trust and company administration.
Category A qualified under local legislation, holding a Table 4 qualification.

Features & Requirements

Further Information

Location: Jersey

Profession: Funds

Salary: Negotiable

Contact Details

Phone: 01534864771

Email: sarahgarrood@mavenpartners.net

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