Job Description
At Aztec, we provide talented and dynamic individuals with the opportunity to build a rewarding career.
We’re an ambitious company, committed to building long-term partnerships with our clients and delivering operational excellence at every stage of their fund’s lifecycle.
Our culture is what makes us a standout place to work. Our people are at the heart of our business: putting clients first; delivering service excellence; working as one team; building lasting connections and embodying our values and purpose.
Join our journey and discover what makes us the bright alternative.
About the role:
Reports to Associate Director
We are looking to recruit an experienced Company Secretary (Client Relationship Manager) to administer a number of stock exchange listed funds whilst effectively managing client relationships.
You will be managing and working alongside a team of Company Secretaries, whilst reporting to the Associate Director of Corporate Services. Your expertise will be key to the award-winning outsourced solutions that the Group provide to our clients.
Key responsibilities:
Act as first point of contact for company secretarial and administration matters for a number of stock exchange listed funds
Co-ordinate legal, tax and other professional advice where appropriate + Attend and minute client board meetings and shareholders meetings
Ensure that the preparation, review and distribution of all company secretarial documentation and filings are completed in a timely and accurate manner
Ensure all operational procedures and ISAE checklist templates are completed for client relationships
Act as an “A” level 4-eyes signatory on administration matters, ensuring that company policy and professional and regulatory guidelines are adhered to and that a professional quality service is provided to clients and outside contacts
Take responsibility for the billing of clients including analysis of time spent, and the management of aged debtors
Supervise and assist in the training and development of staff
Participate in the appraisal process for members of staff
Skills, knowledge, expertise:
5+ years co-sec experience supported by a relevant professional qualification (preferably CGI Diploma level or equivalent)
Experience in the administration of stock exchange listed funds
Sound technical financial services knowledge (to be supported through the Aztec Academy) Computer literacy skills are essential
Excellent interpersonal skills are required to develop close working relationships with colleagues, clients and business contacts
Some people management experience
Evidence of managing client relationships
Aztec will provide the training, both in-house for relevant technical knowledge and also 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 is at the heart of what we do.