At Aztec, we’re committed to building and nurturing a diverse and inclusive workforce where everyone feels valued, respected, and able to grow. We know that different backgrounds, perspectives, and experiences strengthen our business and we welcome applications from all individuals. So, if your experience doesn’t exactly match with every part of the job description, but you are excited about the role, we would still like to hear from you. If you are passionate, curious, innovative and data driven, you could still be a good fit.
About the role:
Reports to Client Relationship Manager
The purpose of this position is to carry out day-to-day administration of corporate and fund structures, answer client queries and support the juniors members of the team, under the direction of a Client Relationship Manager / Senior Client Relationship Manager.
Key responsibilities:
- Build and maintain strong working relationships with clients, colleagues and other business contacts
- Administration of a range of entities across various corporate vehicles, investment holding companies and fund structuring entities
- Coordinate all aspects of company secretarial matters including the preparation of agendas, collation and distribution of board packs, obtaining Managers / Directors availability and drafting minutes and resolutions for routine matters
- Facilitate the processes of incorporation of entities, liquidations, acquisitions, mergers, refinancing and any other ad-hoc transactions during the lifecycle of the administered client entities. This includes preparation/review of relevant documents and liaison with clients, investors, banks, notaries, lawyers, government offices, tax advisors, tax authorities, and any other stakeholders to the transactions
- Ensure staff are trained on all aspects of entity administration, act as a mentor to junior staff under the supervision of senior staff and coordinate the tasks allocation.
Skills, knowledge, expertise:
- At least 3 to 5 years or previous experience as an experienced Corporate Officer
- The candidate will be expected to be qualified or studying towards a relevant professional qualification (preferably CGI)
- Sound technical financial services knowledge (to be supported through the Aztec Academy)
- Strong knowledge of company and partnership laws, an understanding of trusts would also be beneficial
- Strong interpersonal skills are required to develop close working relationships with colleagues, clients and business contacts
We understand that everyone has different needs, and that’s why our employee package includes a variety of benefits. In addition to a competitive salary, here are some examples of the benefits that we may offer for our permanent roles:
- Discretionary bonus scheme
- Flexible, hybrid working
- Ability to work abroad for up to 3 weeks per annum
- Generous holiday allowance
- Pension scheme
- Private medical insurance, including eye care
- Life assurance (death in service and critical illness benefit)
- Worldwide travel insurance
- Health and wellbeing programmes
- On-site parking
