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Senior Associate, Entity Management Specialist
hace 2 meses
Job Title: Senior Associate, Entity Management Specialist
Job Summary:
Vistra is seeking a highly skilled Senior Associate, Entity Management Specialist to join our team in the UK. As a key member of our Global Entity Management team, you will be responsible for providing exceptional service to our international clients and stakeholders.
Key Responsibilities:
- Proactively handle enquiries from international clients and colleagues to ensure prompt resolution.
- Build rapport with senior stakeholders within the client leadership to develop strong relationships.
- Develop customer relationships and participate in meetings with prospective clients to nurture new business opportunities.
- Review client preliminary instructions and advise on due diligence requirements in accordance with in-country compliance obligations.
- Schedule, attend, and minute weekly client meetings, and circulate completed minutes to relevant principals.
- Set up and maintain client environments within the Vistra global compliance application to provide transparency into client task and compliance status.
- Facilitate agreed service provisions, including drafting associated documentation, requesting transfer documents, and arranging filings with relevant registries.
- Ensure all new enquiries are entered into and maintained on the VEnterprise system and followed up and invoiced as necessary.
- Record all time on VEnterprise accurately and promptly to support profitability management of client contracts.
- Arrange for notarisation and legalisation of documents where necessary and be aware of Vistra legalization services capabilities.
- Manage tasks with 3rd party partners and local Vistra offices to ensure timely completion of client requests.
- Proactively escalate matters with management where client deliverables may be at risk and identify possible solutions to be proposed to the client.
- Record and present necessary stats as requested from time to time by the Associate Director.
Attributes and Technical Skills:
- Good understanding of statutory features and service requirements across multiple jurisdictions, including UK, Spain, USA, and Eastern Europe.
- Ability to initiate all forms of communications and generate meetings where appropriate for new business or business development opportunities.
- Understanding of Anti-Money Laundering Regulation requirements and ability to take on processes to cover multiple jurisdictions and sectors.
- Ability to work with marketing to create new literature and maintain and update literature held for use with client enquiries for all services and jurisdictions actively supported.
- Assistance in maintaining relevant literature, including information sheets, questionnaires, fee schedules, and business acceptance forms as retained within the appropriate directories.
- Recording stats to share information in relation to key clients and notable cases within the business.
Personal Profile:
- Able to work to tight deadlines with a keen eye for accuracy and detail.
- Following processes through to completion.
- Integrity, honesty, and confidentiality.
- Self-motivated with a methodical approach to work.
- Team player but self-starter, able to work on own initiative, practical, and resourceful.
- High degree of personal flexibility to support the business units.
- Good communicator, comfortable with interaction at all levels.
Company Benefits:
- 25 days annual leave per annum.
- Individual private medical insurance cover.
- Pension: 3% employee and 7% employer contribution, increasing from April 2025 to 8% employer.
- Life Assurance 4x Salary.
- Group income protection.
- Season ticket loan.
- Ride to work scheme.
- A day's birthday leave.
- Ability to buy up to one week's annual leave per year.