Client Officer – Private Clients & Family Office

Overview

The Role & Key Responsibilities
Skills Required
What you will get in return
Additional information

Skills Required

  • A University degree in Accountancy or equivalent/Final stages of ACCA qualification
  • An ability to work to and meet agreed deadlines
  • Ability to work under pressure
  • Competence in Excel, general IT and accounting packages
  • A minimum of 3 years’ experience in a similar role
  • Experience in audit would be ideal, but not necessary
Tab Item Content

Skills Required

  • A University degree in Accountancy or equivalent/Final stages of ACCA qualification
  • An ability to work to and meet agreed deadlines
  • Ability to work under pressure
  • Competence in Excel, general IT and accounting packages
  • A minimum of 3 years’ experience in a similar role
  • Experience in audit would be ideal, but not necessary
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To provide trust and company administration services, including proactive client contact in a professional manner and in accordance with regulatory requirements, service levels and company standards so as to meet with client expectations.

Autonomously administer a portfolio of clients, with the necessary support of other members of the team as and when required.

To actively take responsibility for the training and development of junior colleagues to build and develop their knowledge and enhance their career and promotion prospects.

As with any role level within our business, we are dedicated to the development of all staff.

  • Act as a mentor for other team members and provide feedback as and when required by the Manager;
  • Work collaboratively within a team, and encourage open communication;
  • Actively contribute to team meetings, and promote engagement with a ‘can do’ positive attitude and approach;
  • Maintain accurate reports of time spent on time billing modules, on a daily basis;
  • Work effectively and efficiently, and ensure all time charged in a reasonable manner and justified;
  • Meet centrally defined, chargeable time requirements and any other grade specific targets;
  • Identify when clients should be billed and to work with the Manager responsible to raise an accurate fee note;
  • Develop strong relationships with clients and intermediaries in relation to own portfolio;
  • Ensure knowledge of, and compliance with, Apex’s policies and procedures as amended from time to time.
  • Demonstrate a good understanding of relevant legal and regulatory requirements and responsibilities;
  • Ensure that all incidents are identified in relation to service delivery and are reported to the Manager where appropriate actions are implemented;
  • Maintain awareness of risks involved in administration activity and clearly understand risks involved in activities carried out within own client portfolio;
  • Drafting and preparation, or working with others to develop their knowledge in preparing relevant documentation (compliance files, minutes, forms and documents for the JFSC) and systems (Dynamics, banking systems) for the set up and closure of entities;
  • Ensure all company / trust / partnership records and statutory registers are properly maintained and updated on a timely basis in the relevant systems;
  • Responsible for preparing emails, letters, minutes, and banking instructions;
  • Prepare all necessary returns and reports to the various authorities, including annual returns, regulatory returns, and any other ongoing statutory obligations;
  • Carry out all other company secretarial and trustee activities in compliance with legal and regulatory requirements;
  • Undertake periodic client reviews, including investment reviews, using appropriate checklists, and ensuring it is completed within the agreed timeframes;
  • Take responsibility for own performance and, as a mentor, help provide opportunities for other team members develop their skill set;
  • Maintain an awareness of client requirements and expectations by regular communication with clients, dealing with any negative feedback and escalating to the manager / senior manager to agree, and assist with the appropriate actions;
  • Consistently produce high quality work, with a right first time approach, by producing all client reports (letters, emails, faxes, statements, investor information etc) to a high standard of accuracy, using approved templates in accordance with agreed service levels;
  • To build & develop relationships with clients, intermediaries, third parties and identify key client contacts so as to be seen as the first point of contact;
  • Develop an understanding of financial statements and accounting functions, ensuring all relevant accounts are reconciled, discrepancies are resolved in a timely manner, and accounts are produced to deadlines set;
  • To assist where required or take responsibility for the organisation of trustee meetings/ board meetings, preparation and distribution of board packs to Directors;
  • Attendance at meetings and actively contribute within discussions and prepare draft minutes;
  • Develop technical knowledge relevant to client administration activity through internal and external training, and be able to share this with other team members to implement any required changes within the department;
  • To hold or to be actively working towards a professional qualification recognised by the JFSC.
  • A good understanding of trust and company administration.
  • Previous experience of working within trust and company business.
  • Accounting and bookkeeping skills with the ability to identify potential risk issues and escalate when necessary.
  • Ability to understand the purpose of a set of financial accounts and confident in day to day bookkeeping.
  • Ability to work as part of a team.
  • Ability to present ideas in user-friendly, business-friendly and technical language.
  • Self-motivated & collaborative mindset.
  • Proven analytical and problem-solving abilities.
  • Ability to effectively prioritise and execute tasks in a fast paced environment.
  • Exceptional communication and customer service skills.
  • Experience working in a team-oriented and collaborative environment.
  • Good standard of oral and written communication skills, to allow effective communication with colleagues at all levels.
  • Good interpersonal skills.
  • Ability to prioritise workloads and use own initiative.
  • The ability to work within allocated deadlines and according to instructions and Company procedures.
  • Confident in using all systems necessary for day-to-day tasks and ability to identify own training needs.
  • Good organisational and administrative skills, with the ability to identify and suggest procedural improvements.
  • The opportunity to work as part of a high performance team and to contribute to the successful performance of the Company.
  • To be aware of, and convey, the correct professional image and high standards applied by the Company.
  • Ensure that own skills and knowledge are kept up to date, meeting regulated CPD requirements.
  • Good working knowledge of Word, Excel, Outlook with the ability to learn other relevant systems and use of all other office equipment.
  • Ability to multi-task, prioritise workloads and manage timescales.
  • Attention to detail and accuracy.
  • Strong organisational skills.
  • A strong desire for self-improvement & career development
  • A genuinely unique opportunity to be part of an expanding large global business
  • Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly

Department: Private Clients & Family Office

Employment Type: Permanent, Full Time

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please visit https://theapexgroup.com/csr-policy/

If you are looking to take that next step in your career and are ready to work for a high performing organisation, alongside talented people who take pride in delivering great results, please submit your application (with your CV, cover letter and salary’s expectations) to our dedicated email address: [email protected]

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Life At Apex

"Working here I have the space to be creative, take ownership and develop continuously. It’s a great company with a purpose, which in turn enables its people to identify with the core values and mission."

Diane Mero, Office Manager, Dubai

What we look for

We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard and love what they do. Every employee plays a part in making our business what it is today and the more we grow, the more important that becomes.

 

Whatever your career path, ambition or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We don’t just want you to succeed, we want you to flourish.

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