Purpose of the role:
You will put forward recommendations on managing more complex situations and be responsible for planning and organising your own work. There is a need for liaison and the co-ordination of activities across a number of subsections of the Company. The work involves encountering changing priorities and differing situations.
Responsibilities:
- Responsibility for the administration of a portfolio of fund structures
- To maintain the highest standards of administration including the periodic production of reports/analyses to third parties
- Drafting/preparing less complex documents i.e. minutes/resolutions, as appropriate
- To liaise with investment advisers, asset managers and other professional advisers
- Attend client meetings with client directors and managers
- Maintain client confidentiality
- Observe CDD at all times
- Record all time on the Company’s time recording system and ensure narrative is clear
- Achieve financial targets as determined by management
- Such other duties as the management may at times reasonably require. This job description is a guide to the principal, current duties of the job. It does not form part of the contract of employment
- You will be expected to identify gaps in information, and conduct analyses to solve/resolve problems and issues with short-term consequences
Skills required:
- Roles at this level provide professional advice and/or support, directly or indirectly to team based upon a full understanding of a technical, professional or specialised field
