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Business Support Coordinator
2 months ago
About Finerbase Ltd (Finerbase)
Finerbase is an investment group investing in fast-growing and forward-thinking companies within a broad spectrum of opportunities.
Finerbase launched its operations in 2014 with the purpose of investing into innovative and technologically-advanced financial services firms. From day one, we've worked on raising and providing capital to help select companies grow, while providing continuing business support and offering advice on their most important strategic decisions and transactions.
Finerbase is an evolving business with ambitious plans for growth. We are fast expanding our range of activities, services, and geographical reach, to complement our current investment and business activities and grow a densely-interconnected ecosystem of services within our group offering.
Job Role: Business Support Coordinator - Private Office
Purpose of job:
To provide a complete range of office administration, facilities management, health and safety, HR, administrative, coordination and corporate services as required for all areas of the private office function and private client's relationships.
Key Duties:
- Responsible for day-to-day support and management of clients including on-boarding, KYC collection/maintenance and other items as required to support clients;
- Assisting preparation of client pitches and presentations;
- Provide assistance with a range company administration service as required including arrange notarisation and apostille of documents;
- Assist with review and preparation of statutory company documents including but not limited to: change of the company's name; change of directors and shareholders), arranging drafting (as required) and reviewing of various documents requested by the client;
- Manage and coordinate annual renewals including: sending out reminders to clients, liaising with registered agents, updating respective internal/external databases, Company House filings, LEI and ICO renewals etc
- Liaise, interact and coordinate requests with service providers;
- Responsible for all aspects of new bank account opening/changes to bank account management as required by client (change of signatories, preparation of payment instructions and other bank related matters ensuring smooth operation of clients’ banking accounts - personal and business);
- Collate and provide full spectrum of KYC and AML documents, source of wealth, source of funds, statements of assets and liabilities, FATCA and CRS Self-Certification Forms etc;
- Responsible for the maintenance, updating, checking and reporting on update status of client database and all client records (including any statutory registers or other records);
- Responsible for insurances;
- Responsible for the full administrative aspects of document control functions on the daily basis (filling, scanning, and compliance). Ensuring that all documentation received is efficiently managed, noted, handled, communicated to clients, sorted and filed;
- Invoice, sales orders, purchase order management and coordinating payment;
- Assist office reception and office management coordination;
- Assist with HR duties, new joiner onboarding and offboarding, recruitment, coordinating annual appraisals, assist with coordination of staff administration etc;
- Other tasks which might be assigned from time to time.
Skills & abilities:
- Background in office management, company administration, banking or legal services sectors are a plus;
- Ability to prioritise conflicting needs, progress matters expeditiously and follow through on projects to successful completion;
- Strong analytical skills and proven ability to develop and maintain client relationships
- Strong relationships building and communication skills;
- Experience of managing a number of projects and managing to tight deadlines with a proven track record of managing projects within a large, highly complex, cross-functional environment;
- Ability to work independently in a high pace demanding environment and on own initiative whilst being part of a wider team;
- A proactive approach to problem-solving with good decision-making capability;
- Desire to strive and go the extra mile;
- Demonstrate ability to understand parameters of authority;
- Have the ability to communicate clearly written and verbal;
- Be flexible and comfortable with a broad variety of duties that may change at short notice.
Remuneration
Salary CompetitiveBonus Discretionary based on individual and company performanceLocation: Mayfair, London, UKWorkplace: Currently hybridBenefits Private health insurance, dental insurance, pension scheme