Fund Services, Manager, CI
Apply now
Job no: 574229
Work type: Full time
Location: St Helier, Jersey
Categories: Administration, Client Corporate Secretarial
Office Location: Jersey
TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. We provide legal, financial and employee administration through TMF Group’s teams in 120 offices.
Job Purpose
To provide support to the Associate Director or other Senior Leaders as appropriate, on an ongoing basis to ensure the efficiency of the Company is maintained. To take ownership of a portfolio of clients and be the primary point of contact for all administrative needs. To be proactive in the management of staff (through direct and indirect reports) to ensure that they uphold the policies and procedures of the Company as a whole. To safeguard customer relations by ensuring that work is undertaken efficiently and effectively on an ongoing basis.
Key Responsibilities
Take responsibility for a team and a book of clients
Undertake “B” signatory or “A” if appropriate, responsibilities for the Company and provide cover to other sections when required
Act as a lead client contact, chair service calls/KPI meetings, and lead preparations for Board Meetings
Provide assistance with the interview process of new recruits
Provide assistance with new business enquiries and client onboarding, including networking with key intermediaries
Train junior staff members reporting to them
Promote and support the goals of the Company
Lead on client quarterly fee collections
Arrange regular team meetings and when necessary, one to one meetings with team members in order to develop individuals
Ensure all work carried out by the team complies with the Fund’s documentation, the company’s policies and procedures and any regulatory requirements
Ensure that the rules, regulations and procedures are adhered to at all times
Develop and maintain effective relationships between individual members of the team
Perform all tasks in a timely manner, seeking guidance when necessary
Responsibility for leading on client portfolios
Develop and maintain a good relationship with clients of the Company
Make positive suggestions as to how effective changes can be made to improve the procession of the workflow
Undertake and assist with the other sections workloads as necessary and when required
Ensure all team time is recorded correctly onto the time recording system on a weekly basis
Monitor and control all incoming communication to ensure that it is directed to an appropriately skilled member of the team
Oversee and control all outgoing communications to ensure correspondence, calculations and presentation of work is to a high standard, adhering to 4-eyes review at all times
Oversee work to a high standard to maintain the Company’s corporate image
Attend all relevant training courses to ensure ongoing professional development
Comply with all of the Company’s procedures and policies
Ensure personal compliance with policies and regulation
Professional Experience and Qualifications
Previous management experience within a financial institution and ideally in a Private Equity Administrative department
A qualification relevant to the administration of Private Equity Funds as well as trust and company administration
Ideally certificate in offshore administration or equivalent
Education and qualifications’ to at least ‘A’ level standard (essential)
Education to degree level in a relevant subject (desirable)
Desirable – a professional qualification such as ICSA or STEP
On Joining:
Competitive Salary +
Private Medical insurance for self & family – which includes GP visits & eye tests
Access to our employee assistance program which has access to counselling, virtual doctor, wellbeing apps, mindfulness and coaching
Permanent Health Insurance
Death in Service (Life Assurance) – 4 times x salary
Critical Illness
Discretionary performance related bonus (which is linked to Company and individual’s performance)
Non – contributory social club
Working from Home Scheme Contribution 2020-2024 - All permanent staff can claim up to £400 over a 4 year cycle (contribution of £100 a year) towards an office desk, chair or broadband improvement (e.g. upgraded router)
Access to the Global Business Academy suite of training
Access to Go Fluent Language Learning
The opportunity to participate and get involved in activities relating to ESG / CSR / D&I / Wellbeing
#LI-Hybrid
Advertised: 31 Jul 2024 GMT Daylight Time
Applications close: 31 Oct 2024 GMT Standard Time
Back to search results Apply now Refer a friend