Working closely with Managers, Associate Directors and other staff as part of the team
Serve as primary point of contact for investor queries, ensuring timely and accurate responses and work with legal and finance teams to review and approve investor related materials
Responding, and reviewing responses, to investor services related queries received from investors, clients, consultants and auditors as applicable
Proactively manage daily workflow, ensuring that tasks are completed to the highest standards, within agreed deadlines
Building and maintaining strong and trusted relationships with investors, clients and other internal operational areas
Adherence to internal policies, controls and processes
Demonstrate an ability to take responsibility for all aspects of investor/client care
Ensuring internal database records are maintained accurately, in relation to investor/client information and/or updated as circumstances change
Investor onboarding, including the collation and maintenance of KYC documentation required to meet regulatory requirements
Assisting with ad-hoc projects and general team administration and other such tasks as may be required
Act in the best interests of the division by supporting and mentoring more junior members of staff as applicable
Any other duties in the scope of the role that the company requires.

Third level qualification in business, law, finance or a related field would be an advantage
Ideally previous compliance, trust or funds experience in a professional environment
Previous experience in a customer facing role with a proven track record of outstanding service
Excellent verbal and written communication skills
Ability to prioritise, to adapt to changing business needs and to multitask
A professional manner, demonstrating good interpersonal skills and the ability to understand client’s/investor’s needs, responding to these quickly and effectively
Good organizational, analytical and problem-solving skills
Strong attention to detail; diligence and care in all aspects of the role
Strong Microsoft Office skills including MS Excel and Word
Motivated and driven.

Manager

Key skills