Senior Client Officer – Corporate Services

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
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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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Summary of role

You will be a member of a team within our corporate services group that specialises in the provision of corporate services to regulated funds and fund services business clients, including funds listed on the LSE.

Working closely with the responsible Manager, the role requires proactive, hands on client interaction including regular client meetings, all conducted in a professional manner and in accordance with regulatory requirements, agreed client service-levels and company standards.

Job Specification

  • You will be the main day to day point of contact for the investment manager, board of non-executive directors and intermediaries within your designated portfolio of clients.
  • You will take responsibility for the training and development of more junior team members to build and develop their knowledge and enhance their career and promotion prospects.
  • You will provide support to the management team in the establishment of an effective system of internal control throughout the Company and accordingly, to ensure that all staff comply with prescribed policies and procedures.
  • You will assist in managing the team and deputising in the Manager’s absence acting as the focal point for administration and technical queries from members of the team.
  • This is an opportunity to be part of a close-knit, service orientated team and to contribute to the successful performance of our clients.
  • As with any role level within our business, we are dedicated to the development of our staff and offer support for professional qualifications / studies. As part of our Senior Officer Programme, the successful candidate will learn and develop the necessary skills to become a Manager at Apex.
  • o hold, or be studying towards, a professional qualification recognised by the JFSC preferably ICSA or ACCA.
  • Broad knowledge and understanding of company administration and corporate governance
  • Proven knowledge of appropriate Jersey legislation and regulation and the ability to demonstrate both compliance, risk and audit awareness.
  • Good minute writing skills.
  • Proven analytical and problem-solving abilities with the ability to present ideas in user-friendly, business-friendly and technical language.
  • Excellent communication and customer service skills.
  • Self-motivated with experience of working in a team-orientated and collaborative environment.
  • Ability to delegate, coach and mentor members of the team.
  • Attention to detail and accuracy with the ability to identify potential risk issues and escalate when necessary and the ability to draft high quality minutes of meetings.

Skills

  • Excellent organisational and administrative skills, with the ability to identify and suggest procedural improvements.
  • Ability to multi-task, prioritise workloads, working within allocated deadlines and according to instructions and Company procedures, manage time scales and use own initiative.
  • Confident in using all systems necessary for day-to-day tasks and ability to identify own training needs.
  • To be aware of, and convey, the correct professional image and high standards applied by the Company

Desirables

  • Knowledge of the London Stock Exchange Listing Rules, the UK Corporate Governance Code and/or the Association of Investment Companies Code of Corporate Governance would be advantageous but not essential as “on the job” training will be provided.
  • 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

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/

Please refer to our Privacy Policy for information regarding the Apex Group’s processing of personal data.

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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