Trainee Fund & Corporate Administrator - Client Onboarding

Aztec; Southampton; Hybrid; GBP 80,000 - 100,000

Job description

Trainee Fund & Corporate Administrator - Client Onboarding

Job ID: 5110186003

| Location: Southampton

Reports to Operations Manager - Client Onboarding

With a focus on driving excellent client service and understanding the needs of our clients, we are continually enhancing the onboarding approach. As a result, we are looking for a Trainee Fund & Corporate Administrator to join the Group’s Client Onboarding specialist team.

The individual will be responsible for the execution and management of tasks within the client onboarding journey. This will encompass onboarding for new promoters, migrations and new structure set-ups across all our jurisdictions, markets and services.

In addition, the role holder will be expected to actively seek and implement best practice into onboarding processes to ensure the Client Onboarding team adopts a continuous improvement mindset. This will be supported by the opportunity to complete relevant additional training / qualifications.

Key responsibilities:

The responsibilities of the role include, but are not limited, to:

• Delivering a best-in-class experience for clients across the onboarding journey.
• Supporting with all administrative tasks relating to the execution of the Client Onboarding journey (engagement letters, risk approvals, bank account openings, system set-ups).
• Assisting with the incorporation of entities across all of our jurisdictions.
• Assisting with the migration of exisiting entities.
• Supporting with statutory and regulatory filings applicable to the onboarding journey.
• Assist with the review and provide comments on constitutional and fund formation documents, including subscription agreements.
• Assisting with inaugural / transfer board meetings and writing minutes.
• Liaising with internal teams (e.g. Banking, Legal, Risk, Compliance and Technology) as required.
• Adhering to specific SLAs / KPIs for each onboarding, escalating to the Operations Manager where required.
• Identifying and capturing lessons learnt and acting on these, to enable continuous improvement of the onboarding journey.
• Managing relationships amongst stakeholders by building confidence and trust with clear professional communication and transparent expectation management.
• Act on real-time feedback and escalate issues effectively and in a timely manner.

Skills, knowledge, expertise:

• Team player.
• Ability to manage client expectations through effective communication.
• Strong alignment to Aztec Group values.
• Ability to quickly learn new information, processes and procedures.
• Proven ability to meet deadlines and proactively identify and deal with problems.
• A self-starter with the ability to work independently on concurrent initiatives.
• Strong continuous improvement mindset and experience in identifying process and efficiency improvements.
• Computer literacy and good interpersonal and communication skills are essential.
• Desire to undertake professional qualifications.

Training:

• Completion of Chartered Governance Institute (“CGI”) qualifications will be supported through the Aztec Academy.

Why choose the Aztec Group?

• A structured trainee programme that includes full support for your professional qualification, including fees
• Dedicated study leave allocation
• Competitive salary, discretionary annual bonus and generous benefits package from day one
• A hybrid working model - the best of both worlds!
• In-house support from our learning and development team, the Aztec Academy
• An in-depth, global induction
• Personalised career development plans
• A whole host of employee wellbeing, engagement initiatives and social events
• A buddy scheme to help you settle in
• A friendly and supportive, inclusive and diverse working environment

We will provide the training, both in-house for relevant technical knowledge and also for professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients are at the heart of what we do.