Client Relationship and liaison
with Third party

• 
  Administer a portfolio of entities
  as allocated by the Client Executive/Manager/Director including (but not be limited to); e-mail and telephone correspondence with clients and
  intermediaries; research and document recording; preparation of minutes and
  transactional documents for presentation to the client committee; arranging
  payments; assisting the accounts and bookkeeping team.
• 
  Preparation for and attendance at
  client meetings when required.
• 
  Provide quality service to clients
  and intermediaries.
• 
  Liaison with investment advisors,
  asset managers, bankers and other third parties regarding client affairs as
  necessary.
• 
  Respond to all client
  communications within 24 hours including holding email or telephone call as
  appropriate.
• 
  Ensure mutual understanding of the
  clients’ expectations and commitments at the outset and throughout the
  relationship.
• 
  To complete any terminations and
  transfer outs within 3 months or less depending on regulatory requirements
  and to ensure that any issues are brought to the attention of the Client
  Executive/Manager/Director.

File Reviews

• 
  Review of entity files and
  updating of relevant documents as and when they fall due.
• 
  Completing any outstanding
  task identified during review.
• 
  Ensure that any missing
  documents or information are obtained within 1 month of the entity file
  review plus completion of tasks as they become due on the system of the company (and as otherwise required) and the review and control
  incomplete tasks until such are complete.

·
Experience in the financial
services industry with a minimum of 3 years in the global business sector
with a management company.

·
Undergraduate degree in law,
business, accounting, finance or professional qualifications.

·
Professional qualifications
such as STEP, ICSA, ACCA will be definite plus.