Company DescriptionWelcome 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 standards in the execution of all tasks and early escalation should the risk of backlog building/other issues appear.Client / structure data management in 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 collaboration with 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 time recording of time and 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 guidancePositive collaboration with all Private Capital colleagues & wider stakeholdersOngoing compliance with all internal policies and proceduresOngoing compliance with all relevant regulatory/legal requirementsEffective contribution to group projects as necessaryHighly effective and adaptive interpersonal skillsHigh-quality communication (written/verbal)Collaborative team playerGood awareness of KYC, AML, CFT and GDPR requirementsGood knowledge of doc. management principles and core MS Office apps Preferred Minimum Qualifications: STEP (studying or willingness to study after passing probation)Chartered Governance Institute (studying or willingness to study after passing probation)GCSEs with a minimum of English and Maths
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