Job Description

Company Description

Welcome to HIGHVERN. We are an award-winning provider of private wealth, fund and corporate administration services.

Key Accountabilities:

Completion of core workflows in line with established procedures to underpin accuracy and consistency in the management of our client structures. Adherence to key performance indicator standardsin the execution of all tasks and early escalation should the risk of backlog building/other issues appear. Client / structure data managementin a timely manner as required; accuracy of core data being critical to the service standards we achieve. Gathering and progressing documentation in relation to bank account opening on behalf of the client structures we maintain. Timely and accurate payment processing in line with policy and procedure, with particular concern for the rules around AML, sanctions and CFT. Close collaborationwith and support to Client Management, delivering specific administrative tasks required in meeting client or business needs. Professional and effective communication with 3rd party providers or agents in the execution of client activities required. Ensuring documents created are filed electronically and/or physically fully in line with house records management policy and using the technology available. Accurate and on timerecording of timeand meeting utilisation targets to enable the business to invoice clients fully for the services provided. Commitment to learning and professional development (especially technical), including maintaining CPD up to date, in line with expectations and ambitions

Requirements:

Ability to act efficiently but knowing when to escalate & seek guidance Positive collaboration with all Private Wealth colleagues & wider stakeholders Ongoing compliance with all internal policies and procedures Ongoing compliance with all relevant regulatory/legal requirements Effective contribution to group projects as necessary Full awareness of Highvern policies and procedures Highly effective and adaptive interpersonal skills High quality communication (written/verbal) esp. when dealing with externals Collaborative team player Good awareness of KYC, AML, CFT and GDPR requirements Good knowledge of and experience of working with NavOne Good knowledge of doc. management principles and core MS Office apps STEP (studying) ICSA (studying) * Degree in relevant subject