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Posted 10 months ago

  • Sector: Funds
  • Job Ref: 40284

A diverse and collaborative fund and corporate services provider is currently seeking an ambitious individual, with a proactive approach to tasks, to join their fund services division.

This is a particularly exciting time to join this well established firm and be part of a dynamic and international working environment, where you will be recognised for your contributions and supported in your professional growth.

Responsibilities will include:

  • Assisting senior team members with the delivery of all administrative and company secretarial services to assigned clients 

  • Preparing and collating initial Know Your Customer (KYC) and Client Due Diligence (CDD) files

  • Assisting with the initial set up of any new funds and liaising with third parties, as part of this process 

  • Processing payments and tax returns 

  • Organising meetings and preparing board meeting agendas and taking relevant minutes

Experience and skills required:

  • Previous experience in fund, corporate services or real estate administration, would be an advantage 

  • Currently studying or willing to study towards a recognised professional qualification such as ICSA 

  • Ability to manage multiple tasks and work to deadlines

  • Excellent written and verbal communication skills 

  • Ability to work well within a team and build strong client relationships  

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.