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- Tasks: Manage client relationships and provide admin support for Private Equity Fund structures.
- Company: Join Aztec Group, a growing company focused on exceptional learning and development.
- Benefits: Enjoy training opportunities, career progression, and a supportive team environment.
- Why this job: Be part of a dynamic team, making an impact in the finance sector while developing your skills.
- Qualifications: Legal and administration experience with a relevant qualification; strong interpersonal skills required.
- Other info: Line management responsibilities for junior staff included.
The predicted salary is between 36000 - 60000 £ per year.
Join to apply for the Company Secretarial Manager role at Aztec Group .
Reports to the Associate Director – Private Equity.
With continued growth across the Aztec Group, we\’re always on the lookout for bright individuals to join our journey and help support current and future business needs. We are confident that we can provide you with a challenging career which offers exceptional learning and development opportunities combined with progression.
The purpose of this position is to provide administration and support services to a varied portfolio of Private Equity Fund structures whilst managing client relationships. You will work closely with the Associate Director and wider team of Fund Accountants whilst coordinating with Group functions and other internal stakeholders.
What you\’ll be doing
- First point of contact for a number of corporate clients including Companies, Limited Liability Partnerships, Limited Partnerships, and Charities.
- Act as level \”B\” 4-eyes signatory on payments and administration matters, ensuring adherence to company policies and professional and regulatory guidelines, providing a professional quality service to clients and outside contacts.
- Ensure all operational procedures and ISAE controls are suitably evidenced via workflows in the core administration system (ViewPoint).
- Manage client work including fund and corporate administration activities such as calls, distributions, cash flow monitoring, payments, investor and client reporting, and ad-hoc client queries.
- Manage the orderly and timely onboarding of new clients, including company formations, entity migrations, and bank account openings.
- Set up and maintain all client data on internal systems.
- Perform client reviews as required.
- Assist both the Company Secretarial and Accounting teams with various client and team matters as needed.
- Review and 4-eye check submissions to regulators.
- Liaise with legal, tax, and other professional advisors when appropriate.
- Responsible for billing clients, including analysis of time spent and managing aged debtors.
- Line management responsibility of junior staff, including performance management, staff training, development, and appraisals.
What we\’re looking for
- Proven legal and administration experience supported by a relevant professional qualification (CGi or equivalent).
- Experience in administering Companies, Limited Partnerships, and Trusts.
- Essential computer literacy skills.
- Excellent interpersonal skills to develop close working relationships with colleagues, clients, and business contacts.
- Previous people management experience is preferred.
- Experience managing small client relationships or part of major client relationships.
We will provide training, both in-house for relevant technical knowledge and 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 colleagues and clients are central to our work.
Seniority level
- Not Applicable
Employment type
- Full-time
Job function
- Administrative
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Company Secretarial Manager employer: Aztec Group
Contact Detail:
Aztec Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Company Secretarial Manager
✨Tip Number 1
Familiarise yourself with the specific regulations and compliance requirements related to Private Equity Fund structures. Understanding these nuances will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the company secretarial field, especially those who have experience with Limited Partnerships and Trusts. Engaging with industry contacts can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Showcase your interpersonal skills by preparing examples of how you've successfully managed client relationships in the past. Being able to articulate your approach to building rapport will set you apart from other candidates.
✨Tip Number 4
Research Aztec Group's culture and values to align your responses during discussions. Demonstrating that you understand their mission and how you can contribute will make a strong impression on the hiring team.
We think you need these skills to ace Company Secretarial Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant legal and administration experience, particularly in managing Companies, Limited Partnerships, and Trusts. Use specific examples that demonstrate your skills in client relationship management and people management.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the Company Secretarial Manager role at Aztec Group. Mention how your qualifications align with their requirements, such as your professional qualification (CGi or equivalent) and your ability to develop close working relationships.
Showcase Interpersonal Skills: Since excellent interpersonal skills are essential for this role, provide examples in your application of how you've successfully built relationships with colleagues and clients in previous positions. This will help demonstrate your fit for the team-oriented environment.
Highlight Management Experience: If you have previous people management experience, be sure to detail it in your application. Discuss your approach to performance management, staff training, and development, as these are key aspects of the role.
How to prepare for a job interview at Aztec Group
✨Know Your Stuff
Make sure you have a solid understanding of company secretarial duties, especially in relation to Private Equity Fund structures. Brush up on relevant regulations and compliance requirements, as this will show your expertise and readiness for the role.
✨Showcase Your Interpersonal Skills
Since the role involves managing client relationships, be prepared to discuss examples of how you've successfully built rapport with clients or colleagues in the past. Highlight your communication skills and ability to work collaboratively.
✨Demonstrate Leadership Experience
If you have previous people management experience, be ready to share specific instances where you led a team or mentored junior staff. This will be crucial, as the role includes line management responsibilities.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your interest in the role and the company. You might want to inquire about the team dynamics or the training opportunities available for professional development.
