- Ensure that the team delivers high-quality, accurate, and timely services to the client, in accordance with established procedures
- Review work produced by the junior members of the team
- Company secretarial responsibilities including inter alia overseeing the organisation of client board meetings, review of board minutes etc
- Overseeing the processing of calls and distributions
- Overseeing the processing of investor transfers
- Develop and maintain relationships with clients and other stakeholders.
- Work on projects and process improvements
- Ensure that all work is carried out in compliance with relevant laws, regulations and industry standards
- Maintain adequate policies and procedures for the work conducted by the Funds Department ensuring these are aligned to EFG expected documentation standards.
- Comply with all local regulatory requirements (law, codes of practice and guidance), Group and local policies and procedures relevant to the department.
- Lead and contribute to projects and change initiatives across the organisation as required. Continually look to identify areas of improvement, standardisation, and increased efficiency to enhance the overall service delivery of the team.
- 5-10 years of experience in administering private equity funds and associated vehicles is essential
- Strong knowledge of company secretarial and fund administration services
- Strong analytical and problem-solving skills
- Attention to detail
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced and deadline-driven environment
- Knowledge of relevant regulations and industry standards
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Manager - St Peter, United Kingdom - EFG International
6 days ago
Description
EFG Wealth Solutions (Jersey) Limited provides trust, corporate and fund administration services and is part of EFG International, a global private banking group headquartered in Zurich.
Our values, Hands-on, Accountable, Partnership Orientated, Passionate and Solutions-Driven, are embedded in our culture and promote a flat structure with easy accessibility to senior management which is important in our open and friendly office environment. EFG offers a competitive salary and over-all package, plus a healthy work/life balance, flexible working, staff well-being initiatives and a relaxed dress code for today's modern working-environment.
In addition, we operate a warm and friendly business where staff are encouraged to thrive. Career and personal development are key to our people strategy and staff can take advantage of our generous professional training package which we believe is market leading.
Our Sports & Social Committee organise events and in-house initiatives throughout the year.
By organising and participating in fund raising activities, and with the support of EFG Wealth Solutions (Jersey) Limited and its employees, EFG In The Community have been providing active support for charitable endeavours, and those initiatives within our community designed to improve the quality of life and philanthropic activities, for over 20 years.
Principal responsibilities:
RELEVANT EXPERIENCE AND SKILLS:
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