Reports to Senior Client Relationship Manager
Our Real Assets team are looking to recruit a Client Relationship Manager to administer the company secretarial and governance elements of a number of corporate services structures. You will be working alongside a team of Corporate Administrators and trainees, whilst reporting to a Senior Client Relationship Manager. Your expertise will be key to the award-winning outsourced solutions that the Group provides to our clients.
Key responsibilities:
- Co-ordinate all aspects of company secretarial matters including the preparation of agendas, collation and distribution of board packs, obtaining directors availability, attendance of board meetings and drafting minutes and resolutions for matters for a variety of corporate entities and clients.
- Managing junior staff including regular one to ones and appraisals.
- Produce high quality board packs, minutes and action points within internal and client deadlines.
- Review documentation for incorporation of companies, annual and other ad hoc filings to regulators
- Ensuring the service level agreement turnaround times are adhered to
- Assist with obtaining CDD and AML information for the onboarding and maintenance of client data.
- Maintain accurate records for each entity, ensuring that all amendments are made in a timely manner
- Liaise with lawyers, notary offices, government offices, tax authorities and banks (as applicable)
- Build and maintain strong working relationships with clients, colleagues and other business contact
- Assist with the company secretarial audit queries of corporate entities (as necessary)
- Act as a team representative for group-wide projects (as necessary)
- Act as a mentor to junior staff under the supervision of senior staff
- Act as a “B” level Authorised Signatory
Skills, knowledge, expertise:
- Proven legal and administration experience supported by a relevant professional qualification or experience (Chartered Governance level or equivalent)
- Experience in the administration of Companies, Limited Partnerships and Trusts
- Good attention to detail
- Experience of minute writing
- People management experience
- Sound technical financial services knowledge (to be supported through the Aztec Academy)
- Computer literacy skills are essential
- Excellent interpersonal skills are required to develop close working relationships with colleagues, clients, and business contacts
Who are we?
Aztec Group has come a long way since first opening its doors in Jersey back in 2001. Our size and reach may have changed, but one thing that hasn’t is our identity – we’re proud to be a business that puts our people and clients at the centre of everything we do.
We understand that everyone will put value on different things and that’s why our employee package includes a variety of benefits. Here are some of the core benefits for all our people:
- Competitive salary
- Discretionary bonus scheme plus managers incentive programme
- Flexible, hybrid working
- Generous holiday allowance
- Pension scheme
- Private medical insurance, including eye care
- Permanent health insurance
- Life assurance (death in service and critical illness benefit)
- Worldwide travel insurance
- Ability to work abroad for up to 3 weeks per annum
- Regular social events
- Health and wellbeing programmes
- Significant investment into your personal and professional development
We will provide the training, both in house for relevant technical knowledge and professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do