Company Secretarial Manager

Summary

Join Aztec Group and contribute to our continued growth by providing administration and support services to a diverse portfolio of Private Equity Fund structures. You will manage client relationships, work closely with the Associate Director and team, and coordinate with various internal stakeholders. Responsibilities include acting as a point of contact for corporate clients, managing client work (calls, distributions, reporting), onboarding new clients, maintaining client data, performing client reviews, assisting other teams, reviewing regulatory submissions, liaising with advisors, managing client billing, and supervising junior staff. A relevant professional qualification (e.g., CGi) and proven legal and administration experience are required. Experience with Companies, Limited Partnerships, and Trusts is essential. The company offers training and development opportunities to enhance your professional skills.

Requirements

• Proven legal and administration experience supported by a relevant professional qualification (CGi or equivalent)
• Experience in the administration of Companies, Limited Partnerships and Trusts
• Computer literacy skills are essential
• Excellent interpersonal skills are required to develop close working relationships with colleagues, clients, and business contacts

Responsibilities

• First point of contact for a number of corporate clients including Companies, Limited Liability Partnerships, Limited Partnerships and Charities
• Act as level “B” 4-eyes signatory on payments and administration matters, ensuring that company policies and professional and regulatory guidelines are adhered to, and that a professional quality service is provided to clients and outside contacts
• Ensure all operational procedures and ISAE controls are suitably evidenced via workflows in the core administration system (ViewPoint)
• Manage client work including various fund and corporate administration activities such as calls and distributions, cash flow monitoring, payments, investor and client reporting as well as ad-hoc client queries
• Manage the orderly and timely on-boarding of new clients including company formations, entity migrations and the opening of bank accounts
• Set up and maintain all client data on internal systems
• Perform client reviews as required
• Assist both the Company Secretarial and Accounting teams, as and when required, with various client and team matters
• Review and 4-eye check submissions to regulators
• Liaise with legal, tax and other professional advisors, where appropriate
• Responsible for the billing of clients including analysis of time spent, and the management of aged debtors
• Line management responsibility of junior staff including performance management, staff training and development, appraisals etc

Preferred Qualifications

• Previous people management experience is preferred
• Evidence of managing a small client relationship or part of a major client relationship

Benefits

We will provide the training, both in house for relevant technical knowledge and professional qualifications to enhance your professional development