Reports to Senior Client Relationship Manager
Our Real Assets team is 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, while 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 various corporate entities and clients. Manage junior staff including regular one-on-ones and appraisals. Produce high-quality board packs, minutes, and action points within internal and client deadlines. Review documentation for the incorporation of companies, annual, and other ad hoc filings to regulators. Ensure 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 contacts. Assist with 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.
We will provide 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 are at the heart of what we do.
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Our Real Assets team is 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, while 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 various corporate entities and clients. Manage junior staff including regular one-on-ones and appraisals. Produce high-quality board packs, minutes, and action points within internal and client deadlines. Review documentation for the incorporation of companies, annual, and other ad hoc filings to regulators. Ensure 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 contacts. Assist with 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.
We will provide 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 are at the heart of what we do.
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