About this role
At Aztec, we’re committed to building and nurturing a diverse and inclusive workforce where everyone feels valued, respected, and able to grow. We know that different backgrounds, perspectives, and experiences strengthen our business and we welcome applications from all individuals. So, if your experience doesn’t exactly match with every part of the job description, but you are excited about the role, we would still like to hear from you. If you are passionate, curious, innovative and data driven, you could still be a good fit.
About the role: Reports to Client Relationship Manager
In this role, you will carry out routine day-to-day administration of corporate and fund structures under the direction of a Client Relationship Manager.
You will form part of our Private Equity & Corporate Services team where the client base is a diverse mixture of structures and asset types, providing lots of variety in the work we do.
Key responsibilities:
• Assist with all aspects of the administration on a range of entities across various corporate structures, including companies, trusts and limited partnerships • Liaise with clients and intermediaries as necessary
• 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
• Assist with the maintenance of accurate records for all entities administered including contact information and investor details, processing all changes thereon in a timely manner
• Liaise with notary offices, banks and regulatory and tax authorities (as applicable)
• Assist with the submission of regulatory and statutory filings
• Prepare manual and electronic payment instructions to settle entity expenses and complete investment transactions throughout the structures all the way through to the bookkeeping
• Build and maintain strong working relationships with clients, colleagues and other business contacts
• Undertake routine and office clerical tasks where necessary
• Support with the induction and training of junior team members
Skills, knowledge, expertise:
• The candidate will ideally be studying towards a relevant professional qualification (preferably having commenced CGI, or equivalent), but this is not essential providing you have relevant work experience
• 2+ years of financial services experience (to be supported through the Aztec Academy)
• An understanding of local regulatory framework
• Computer literacy skills are essential
• Good interpersonal skills are required to develop close working relationships with colleagues, clients and business contacts
We will provide the training, both in house for relevant technical knowledge and also 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.
You are required to hold full Guernsey work rights. Unfortunately, we're not able to offer work permits for this role. We understand that everyone has different needs, and that’s why our employee package includes a variety of benefits. In addition to a competitive salary, here are some examples of the benefits that we may offer:
• Discretionary bonus scheme • Flexible, hybrid working • Ability to work abroad for up to 3 weeks per annum • Generous holiday allowance • Pension scheme • Private medical insurance, including eye care • Life assurance (death in service and critical illness benefit) • Worldwide travel insurance • Health and wellbeing programmes • On-site parking (location dependent)