Administrator - Corporate Governance and Secretarial Services at Stonehage Fleming

OVERALL PURPOSE

• The primary purpose of this role is to to provide a hands-on professional service to corporate clients. The role will include supporting or managing client relationships on a day-to-day basis, project management support for client transactions, coaching more junior members of the team and ensuring that all client deliverables are met in a timely manner.
• The clients’ portfolio spans over most asset classes with our core focus on family office / UHNW / entrepreneurial clients primarily investing in real estate, capital markets and private equity (regulated and unregulated structures).

WORKING RELATIONSHIPS

• The incumbent works within the client services area and reports to the Manager Corporate Governance and Secretarial Services

 
Key Responsibilities    
PRINCIPAL ELEMENTS AND ACCOUNTABILITIES

Administration responsibilities

• Provide support in the management and co-ordination of all Client related matters (e.g.: corporate transactions such as incorporations, liquidations, capital increase etc.).
• Liaise with clients, intermediaries, and advisors, taking responsibility for being the immediate point of contact for allocated client relationships.
• Organise and prepare standard shareholder resolutions.
• Co-ordinate client board meetings and prepare board meeting materials.
• Open and maintain bank accounts.
• Assist with the client onboarding process, managing the workflow and associated requirements.
• Ensure the maintenance of all statutory and administrative records.
• Maintain the corporate calendar for allocated structures and ensuring calendar events/requirements are dealt with on a timely basis.
• Arrange payment of fees and expenses in line with contracts and prepare payments instructions (including KYT).
• Responsible for the timely collection of fees and pro-active debtor management across allocated client portfolio (included reviewing client invoices).
• Work alongside the AML/KY C team on periodic due diligence.

QUALIFICATIONS AND EXPERIENCE

• Have a minimum of 4 years’ relevant experience in the administration of companies.
• Hold relevant experience in administration of Private Equity, Real Estate and Debt (regulated and unregulated structures).
• Recognised diploma or other relevant financial services qualification preferred.
• Educated to a minimum of degree level in Law, Financial Services or Accountancy. 

COMPETENCIES, SKILLS AND BEHAVIOURS

• Fluent in English, both written and spoken.
• Able to structure work logically and efficiently in a high-pressure environment.
• Strong adherence to risk culture.
• Excellent communication skills, written and verbal.
• Proactive, solution focused with proven analytical and problem‐solving abilities.

Education Level    Degree or Equivalent
Experience Level    Mid Level