Associate Director

7 months ago

St Helier, United Kingdom LRI Invest Full time

Description

Role Profile

Role title

Associate Director

Department

Client Accounting

Location

Jersey

Contract type

Permanent, Full-time

Reporting to

Director

Role purpose
- Range of entities includes corporate, real estate and fund structures including private equity and open ended funds.
- The Client Accounting Department is organised into teams, each with a team leader reporting to the department head. The Client Accounting Department supports the Client Administration teams in all aspects of financial record keeping and reporting.
- Manage activities in department/function and ensure that all work is completed to the high standard expected and in accordance with prescribed policy and procedures, legal/regulatory requirements, service levels and company standards so as to meet with business expectations.
- Supporting the Director with the review and oversight of outsourced accounting services (fund accounting and financial reporting) provided by Global Service Centres of relevant entities administered by Apex, including monitoring of KPI’s.
- Assist in accounting projects and contribute to the onboarding process for new clients where accounting services are required, working collaboratively with the Client Administration teams as part of the process.

Accountabilities and main responsibilities

DUTIES & RESPONSIBILITIES:
People
- Pro-actively collaborate across different functions within the business, including, but not limited to, compliance, risk, client administration, and client relationship management teams.
- Responsibility for the supervision, mentoring and training of your cross jurisdictional team, and ensuring a four-eye principle is consistently applied and a high quality of client service standards is maintained.
- To coach and develop all team members to achieve individual and business goals and promote a healthy working environment.
- Oversee and drive the ongoing development of your team members through regular one-to-one meetings and periodic formal appraisals, acting as a channel of communication for upward and downward feedback.
- To provide training to new joiners and existing staff to include, technical training, practical work based training along with systems training.
- Organisation and holding of team and departmental meetings to promote team communication, and knowledge sharing.
- To keep line manager informed of available capacity or resourcing constraints identified at an individual level or within the department.
- Provision to the business for the communication of key performance statistics and other relevant information.
- Collaborate on client proposal documentation and attendance and involvement at client proposal meetings where accounting services are required
- Ability to communicate with clients and other intermediaries, providing solutions to accounting and/or technical matters.
- Liaise with Group Internal Auditors and External Auditors.

Revenue & Growth
- Effective management of working capital requirements of the business, including WIP, recoverability, billing, prompt fee collection and staff productivity.
- Contribute to the department’s strategy for growth, participate actively in team and management strategy sessions and take responsibility for your team achieving revenue targets.
- Support future growth through business development activity.
- Where required, assist with the whole client acceptance process in accordance with the business’ procedures, from involvement at a client enquiry stage to formal take-on of the client.

Risk & Compliance
- Maintain an awareness of legal responsibilities, accounting requirements and the need to report suspicious transactions in order to comply fully with relevant control and regulatory requirements.
- To ensure compliance with business policies and procedures and that departmental quality levels and standards are upheld.
- Identify areas of potential risks and provide the business with solutions as to how these can be mitigated.
- Attendance at required committee meetings and provide general business support on risk solutions
- Review and update client accounting policies and procedures to reflect any clarifications and interlink with other business procedures.
- Prepare monthly reports for risk committees and/or internal monitoring.
- Maintain the tracker system for all client accounting requirements to ensure deadlines and expectations are planned and delivered. Responsibility to monitor the department accounts tracker, to follow up with teams on a regular basis to ensure that all workflows are managed.
- Client Service- Involvement on client set up and take on in respect of practical considerations, ability to fit within existing client templates or bespoke to client. Provide support to the client teams in all aspects of financial reporting and client considerations.
- Completion of accounting technical reviews on all client files. To include full review of all forms of financial statements, to ensure t

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