Reports to the Client Relationship Manager
The purpose of this position is to carry out day-to-day company secretarial administration to a portfolio of corporate and fund structures within the Real Assets Corporate Services team.
What you'll be doing
Assist with all aspects of corporate governance matters, including client on-boarding, maintaining internal systems and databases, company secretarial matters including board meetings and filings with local registries and responding to day-to-day client correspondence.
Assist with all aspects of the company secretarial administration on a range of entities across various corporate structures, including companies, trusts, limited partnerships, and limited liability partnerships.
Assist with all aspects of company secretarial matters including the preparation of agendas, collation and distribution of board packs, obtaining directors' availability, and drafting minutes and resolutions for routine matters.
Maintain accurate records for all entities administered including contact information, shareholder details, and processing all changes thereon.
Incorporation/dissolution of companies/partnerships, annual and other ad hoc filings with local registries.
Initiate the collection of CDD on shareholders via Aztec Verify for new clients/investors.
Tasks could include liaison with notary offices, government offices, tax authorities, banks, and the Trade Register (as applicable).
Working with Aztec centres of excellence in line with Aztec working practices ensuring excellence in client delivery.
Build and maintain strong working relationships with internal and external clients, colleagues, and other business contacts.
Undertake routine and office clerical tasks where necessary.
What we're looking for
Previous financial services experience is desirable.
Law degree is preferable and/or commencement of Corporate Governance Institute UK (CGi) qualification (Aztec Academy support available for continuance of studies).
Good level of computer literacy skills.
Strong attention to detail, organisation, and time management.
Excellent interpersonal skills are required to develop close working relationships with colleagues, clients, and business contacts.
Ability to take the initiative and work as part of a team.
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 truly independent, owner-managed 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:
Discretionary bonus scheme.
Flexible, hybrid working.
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.
Health and wellbeing programmes.
On-site parking.
Significant investment into your personal and professional development.
We will provide the training, both in-house for relevant technical knowledge and also for professional qualifications to enhance both your professional development and ability to provide sound administration services. 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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