Client Relationship Manager - 12 month FTC

Aztec Group; Colombia; Presencial; COP 187.447.000 - 281.171.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Discretionary bonus scheme

Flexible, hybrid working

Ability to work abroad up to 3 weeks/1

Generous holiday allowance

Pension scheme

Private medical insurance

Life assurance

Worldwide travel insurance

Health and wellbeing programmes

On-site parking

Descripción de la vacante

Aztec Group seeks a qualified professional for a 12-month maternity cover role to administer a limited portfolio of fund structures. You will report to Senior Manager/Associate Director – Administration, coordinating legal, tax and other professional advice while developing procedures and ISAE templates.

You will attend board meetings, ensure timely financial statements, and act as a B level signatory. Candidate should have an ICSA Diploma or equivalent, proven fund admin experience, and some

Formación

• The candidate should hold a relevant professional qualification (ICSA Diploma level or equivalent).
• Proven relevant experience in fund administration or related field.
• Strong technical financial services knowledge (to be supported through the Aztec Academy).
• Some people management experience.
• Evidence of managing a small client relationship or part of a major client relationship.
• Act as a “B” level Authorised Signatory.

Responsabilidades

• Act as first point of contact for a limited number of fund structures within a team.
• Coordinate legal, tax and other professional advice.
• Develop and maintain Operational Procedures Manuals and ISAE checklist templates for client relationships.
• Attend and minute client board meetings and shareholders meetings.
• Ensure preparation, review, distribution and filing of periodic financial statements on time and in accordance with regulatory guidelines.
• Act as B level signatory on administration matters, ensuring policy and regulatory guidelines are followed.
• Assist with billing information for clients including time spent analysis and management of aged debtors.
• Supervise and assist in training and development of staff and participate in the appraisal process.

Conocimientos

People management

Client relationship management

Financial services knowledge

Educación

ICSA Diploma level or equivalent

Descripción del empleo

At Aztec, we’re committed to building and nurturing a diverse and inclusive workforce where everyone feels valued, respected, and able to grow. We know that different backgrounds, perspectives, and experiences strengthen our business and we welcome applications from all individuals. So, if your experience doesn’t exactly match with every part of the job description, but you are excited about the role, we would still like to hear from you. If you are passionate, curious, innovative and data driven, you could still be a good fit.

About the role:

12 Month Contract to provide Maternity Cover Reports to Senior Manager / Associate Director. The purpose of this position is to administer a limited portfolio of Fund structures in conjunction with the Senior Client Relationship Manager/Associate Director – Administration.

Key responsibilities:

• Act as first point of contact for a limited number of fund structures within a team
• Co-ordinate legal, tax and other professional advice
• Develop and maintain the Operational Procedures Manuals and ISAE checklist templates for client relationships
• Attend and minute client board meetings and shareholders meetings
• Ensure the preparation, review, distribution and filing of periodic financial statements on a timely basis and in accordance with regulatory guidelines
• Act as “B” 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
• Assist with billing information for clients including analysis of time spent, including the management of aged debtors
• Supervise and assist in the training and development of staff and participate in the appraisal process for members of staff

Skills, knowledge, expertise:

• The candidate should hold a relevant professional qualification (ICSA Diploma level or equivalent)
• The candidate is required to have proven relevant experience
• Strong technical financial services knowledge (to be supported through the Aztec Academy)
• Some people management experience
• Evidence of managing a small client relationship or part of a major client relationship
• Act as a “B” level Authorised Signatory

Benefits:

• competitive salary
• Discretionary bonus scheme
• Flexible, hybrid working
• Ability to work abroad for up to 3 weeks per annum
• Generous holiday allowance
• Pension scheme
• Private medical insurance, including eye care
• Life assurance (death in service and critical illness benefit)
• Worldwide travel insurance
• Health and wellbeing programmes
• On-site parking (location dependent)

Company culture and values:

With an ambitious vision for further growth, we’re always on the lookout for bright individuals to join our journey. Progress your career with a company that will support you every step of the way. 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 us and discover what makes us the bright alternative.