Manager - CS Listed Funds, Jersey

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Manager - Corporate Services

Role Purpose:

• To manage a busy team of staff – both local and remote - with varied experience levels, delivering exceptional company secretarial, governance and administration services to a portfolio of key clients of the business, which include regulated, listed and corporate structures.
• To take ownership for the client and intermediary relationships within your designated portfolio of clients.
• To be responsible for the ongoing development of your team by providing coaching and technical expertise.
• To be an active member of the department’s management team assisting the director group in meeting targets, driving the change agenda, delivering to high standards of client service and meeting regulatory requirements.
• To provide operational support to the department where needed

Key responsibilities:

People

• Responsibility for the supervision, mentoring and training of your cross jurisdictional team, and ensuring a four-eye principle is consistently applied and a high quality of client service standards is maintained.
• Pro-actively collaborate across different functions within the business, including, but not limited to, compliance, risk, accounting, and relationship management.
• Inspire your team to provide new, innovative ideas on how to improve the efficiencies of daily tasks.
• Oversee and drive the ongoing development of your team members through regular one-to-one meetings and periodic formal appraisals, acting as a channel of communication for upward and downward feedback.
• Work with the Client Services Directors on a day-to-day basis to manage workloads and keep them appraised of ongoing client matters.

Client Service

• To build relationships with intermediaries, third parties and key client contacts. Be seen as the first point of contact and foster client retention and referrals leading to new business. There is a significant amount of senior level client and non-executive board contact, which means that you and your team are seen as front line service.
• Oversight of the corporate calendar for your clients, attending board and committee meetings and overseeing production of quality minutes on a timely basis.
• Oversight of client audit process, where required.
• Undertake reviews of clients’ legal and technical documents, such as the prospectus, key operating manual, terms or reference and policies and procedures.
• Co-ordinate and ensure accurate and timely completion of all regulatory, corporate and tax filings for your client portfolio.
• Act as authorised signatory on bank mandates.
• Monitor and ensure adherence with client service level agreements through the use of KPIs.
• Consider changes in legislation and corporate governance and disseminate implications to the team and assist with procedural changes where necessary.

Revenue & Growth

• Effective management of working capital requirements of the business, including WIP, recoverability, billing, prompt fee collection and staff productivity.
• Contribute to the department’s strategy for growth, participate actively in team and management strategy sessions and take responsibility for your team achieving revenue targets.
• Support future growth through business development activity.
• Where required, assist with the client acceptance process in accordance with the business’ procedures, from involvement at a client enquiry stage to formal take-on of the client.

Risk & Compliance

• Maintain awareness of risks and clearly understand those risks involved in activities carried out and with respect to your own client portfolio.
• Monitor team compliance with policies and procedures.
• Pro-actively keep up to date with current industry issues and developments.
• Assist with the completion of client due diligence for existing and new clients.

Qualifications & Skills:

Essential

• In the process of attaining or holds a relevant professional qualification recognised by the Jersey Financial Services, preferably ICG or ACCA.
• At least six years financial services experience, or equivalent.
• Previous experience in people management.
• Relevant expertise and comprehensive technical knowledge of corporate governance matters and the ability to communicate professionally and confidently.
• An understanding of the rules applicable to listed companies is desirable but not essential as training will be provided.

Skills

• Effective leadership, motivation and delegation skills, acting as a role model for team members and within the business.
• The ability to mentor team members, promoting equal opportunities, acknowledging performance and developing their talents and skills.
• Excellent standard of oral and written communication skills, with the ability to conduct presentations at all levels.
• The ability to identify and analyse issues and develop solutions.
• Proven knowledge of appropriate Jersey legislation and regulation and the ability to demonstrate both compliance, risk and audit awareness.
• Proficient minute writing skills.
• Broad understanding of the fiduciary products offered by Apex Group Ltd, as well as the specific offerings within corporate services.
• Self-motivated and have the ability to multi-task and work under pressure.
• The ability to deal with clients and professional advisors, and proven commitment to providing a quality service.
• Excellent organisational and administrative skills, and ability to identify and suggest procedural improvements.
• Wide ranging experience and skills in the understanding and application of accounting and bookkeeping principles and the interpretation of financial statements.
• Experience and skills in the effective management of risk within the clients you have responsibility for.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.