Client Relationship Manager - Corporate Services

Our client is seeking a Client Relationship Manager to join their Corporate team. 

You will be responsible for all aspects of administration and company secretarial matters for a group of corporate structures. 

Summary of Responsibilities: 

  • Being the principal contact with the Client and the Directors for administrative and company secretarial matters for a group of corporate structures
  • Liaison with legal and other professional advisers, and ultimately responsible for the timely completion of client driven transactions  
  • Review and production of client deliverables and reports
  • Dealing with a varied range of client queries, including taking on new business
  • Act as a signatory on administration matters, including payments, ensuring that company policies and procedures are adhered to
  • Co-ordinating the various Directors’ diaries to confirm dates for board/client meetings and setting up rooms/arranging facilities etc
  • Supervision of the collation of board papers from different sources and creating agendas and board packs for the Directors
  • Attend and present at board and committee meetings
  • Review and/or produce formal minutes of board and committee meetings
  • Oversight and use of myRegistry for relevant submissions, including beneficial ownership and control, company incorporations, annual confirmation statements etc.
  • Oversight of the maintenance of various registers, including directors, shareholders, partnership interests, conflicts of interest

 

Skills, knowledge & Attributes

  •  To be professionally qualified, or part qualified, in ICSA/ACCA/ICAEW or equivalent
  • To have 5 years+ experience working in a financial services environment
  • To have advanced accounting and/or administration skills
  • To have some Legal knowledge
  • To have some corporate tax/tax knowledge
  • To have an attitude that inspires respect and to be capable of taking the lead
  • A high level of tact, diplomacy and confidentiality is essential due to the nature of the work
  • Strong analytical skills are essential, with accurate and timely completion of work
  • To identify issues, think of solutions identified and propose them to management
  • Ability to be proactive with very close attention to detail to ensure work is of a consistently high standard
  • Exceptional, administrative, analytical and organisational skills are essential, with accurate and timely completion of work

For more information, please contact Stu on 707816 or email your CV to jobs@excel-recruitment.com

Type: 
Permanent
Discipline: 
Administration
Job Posted: 
Thu, 05 Dec 2024
Closing Date: 
Thu, 27 Feb 2025
Reference: 
12312

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