[6254] - Senior Manager - Fund and Corporate - Maven Partners

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

The Role:
Responsibilities include:
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.
Attendance to correspondence and telephone contact with clients and/or their advisers on all matters in a timely and efficient manner.
Ensure that the process of checking, reviewing of financial statements relating to the job-holder’s own and team’s portfolio of clients is done so in a timely manner keeping with agreed KPIs.
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.
Effective liaison with staff from other group offices on all referred client matters.
Oversee the delivery of a quality client service for all clients assigned to the job-holder and team.
Consideration of client requests, deal with technical/legal matters, or other sensitive issues consulting with the directors as appropriate.
Ensure the team implements and adheres to corporate policies & procedures.
Ensure the team implements and adheres to the terms of the Funds/Company documentation for the cases handled by the team.
Efficient day to day management of all client affairs in accordance with the terms of the appointment including the maintenance of all relevant Fund/Company records for the cases held by the team.
Ensuring completion of tasks that arise as a result of the annual and periodic client reviews and other internal control routines in a timely and efficient manner.
Oversee the cash management aspects of the client portfolio in accordance with the department’s policy & procedures.
Oversee and manage the performance of other KPI’s, taking responsibility for actions to rectify any problems.

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 practices.
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.
Flexible and proven ability to work as part of an effective team.
Category A qualified under local legislation, holding a Table 4 qualification.
Generally have a minimum of seven years’ experience in Fund or Corporate administration.

Features & Requirements

Further Information

Location: Jersey

Profession: Funds

Salary: Negotiable

Contact Details

Phone: 01534864771

Email: sarahgarrood@mavenpartners.net

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