Reports to Client Relationship Manager

The purpose of this position is to carry out routine day-to-day administration of corporate and fund structures under the direction of a Client Relationship Manager.

Key responsibilities:

• Administration of a range of entities across various corporate vehicles, investment holding companies and fund structuring entities
• Coordinate all aspects of board governance matters including obtaining directors’ availability, preparation of agendas, and collation and distribution of board pack documentation
• Attending and coordinating Board / Committee meetings as a minute taker 
• Recording all salient discussions, decisions and actions and providing draft minutes, and action log if applicable, within client KPI’s
• Drafting resolutions for routine matters
• Prepare the required documentation for company incorporations, annual and other ad hoc filings
• Assist with obtaining CDD on shareholders and maintaining associated registers
• Maintain accurate records for each entity, ensuring that all updates are made in a timely manner
• Build and maintain strong working relationships with clients, colleagues and other business contacts
• Liaise with notary offices, auditors, banks, and regulatory and tax authorities 
• Ensure regulatory and statutory filings are made in timely manner
• Co-ordinate the opening and closing of client bank accounts
• Co-ordinate and review the work of junior team members
• Act as a mentor to junior staff

Skills, knowledge, expertise:

• The candidate will be expected to be qualified or studying towards a relevant professional qualification (preferably Corporate Governance Institute UK (CGi / ICSA))
• Strong knowledge of company and partnership laws is beneficial
• A keen attention to detail
• Strong computer literacy skills are essential
• Excellent interpersonal skills are required to develop close working relationships with colleagues, clients and business contacts
• Good organisation and time management skills
• Ability to take initiative and work as part of a team

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.

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:

• Competitive salary
• Discretionary bonus scheme
• 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
• On-site parking
• Significant investment into your personal and professional development