Company Secretarial Administrator - Hybrid
Location
Fareham, Hampshire | United Kingdom
Job description
With a focus on driving excellent client service and understanding the needs of our clients, we are continually enhancing the onboarding approach. As a result, we are looking for an Administrator to join the newly established Client Onboarding specialist team.
The individual will be responsible for the execution and management of tasks within the client onboarding journey. This will encompass onboarding for new promoters, migrations and new structure set-ups across our jurisdictions, markets and services.
In addition, the role holder will be expected to actively seek and implement best practice into onboarding processes to ensure the Client Onboarding team adopts a continuous improvement mindset. This will be supported by the opportunity to complete relevant additional training / qualifications.
Key responsibilities:
- Delivering a best-in-class experience for clients across the onboarding journey.
- Assisting the Operations Manager with the completion of New Business Committee (NBC) Submissions for Channel 1 (New Clients) and risk approval for Channel 2 (New Mandates for existing Clients).
- Assisting the Operations Manager with the engagement letter process and managing relationships internally and externally as required.
- Supporting the Operations Manager with all administrative tasks relating to the execution phase of the onboarding journey (including Verify entity and investor record creation).
- Knowledge of statutory and regulatory filings required for entities in the jurisdiction they operate in and assisting in filing such filings as applicable to the onboarding journey.
- Experience (or a desire to learn about) incorporating entities and migration of entities.
- Ability to review and provide comments on constitutional and fund formation documents, including subscription agreements.
- Liaising with internal teams (e.g. the Banking, Legal, Risk, Compliance and Technology) as required.
- Adhering to specific SLAs / KPIs for each onboarding, escalating to the Operations Manager where required.
- Identifying and capturing lessons learnt and acting on these, to enable continuous improvement of the onboarding journey.
- Managing relationships amongst stakeholders by building confidence and trust with clear professional communication and transparent expectation management.
- Act on real-time feedback and escalate issues effectively and in a timely manner.
Job tags
Salary
£26k - £35k per annum
