Client Support Administrator

Highvern is a leading independent professional services firm providing family office, fiduciary, corporate and fund administration services to private capital and commercial clients internationally.

The role is responsible for managing fiduciary and other client relationships, delivering consistently high-quality service and developing professional networks in the Cayman Islands and other relevant markets. Working with senior colleagues, the role holder will help maintain service standards, manage risk and support sustainable business growth.

Key Accountabilities

• Manage a portfolio of client relationships, delivering excellent service through prompt responses and timely resolution of requests in accordance with Highvern’s client service standards.
• Complete client onboarding requirements, including collecting KYC documentation and forms and preparing structure charts.
• Maintain accurate client and entity records and ensure all structures remain in good standing. Prepare and maintain resolutions, minutes, statutory registers and other corporate documents.
• Conduct compliance reviews within established timelines, identify deficiencies and escalate them promptly to the Compliance Officer.
• Maintain current knowledge of relevant regulatory obligations and complete required filings, including beneficial ownership, economic substance, FATCA and CRS filings.
• Support revenue growth from existing and prospective clients while protecting the profitability and risk profile of the client portfolio.
• Collect receivables in line with Board-approved targets and promptly escalate overdue or potentially impaired debts.
• Protect Highvern’s reputation by complying with applicable laws and regulations, following internal policies and operating within the approved risk appetite.
• Support relationship profitability through accurate time recording, effective utilisation and appropriate allocation of activities.
• Contribute positively to local and group-wide change initiatives.

OTHER REQUIREMENTS

• Assist with the formation, maintenance and/or orderly wind up of corporate entities and oversee the ongoing administration of a diversified portfolio of companies, partnerships and trusts, ensuring all statutory requirements and filings are met.
• Role modelling expected behaviours in line with Highvern’s people values.
• Raise the external profile of Highvern and the role holder to support business development in relevant markets.
• Support senior colleagues with client workloads as required.
• Maintain and update statutory records ensuring accuracy and compliance.
• Prepare and review minutes and resolutions where required.
• Ability to act efficiently and independently while knowing when to escalate & seek guidance
• Positive collaboration with colleagues, intermediaries & wider stakeholders
• Ongoing compliance with all internal policies and procedures
• Ongoing compliance with all relevant regulatory/legal requirements
• High quality communication skills – verbal, presentational and written.
• Conducts activities with strict client confidentiality

SKILLS, KNOWLEDGE &EXPERIENCE REQUIRED

• Previous experience in corporate administration
• Development of awareness of legal and tax frameworks in core client markets
• Basic awareness of types of Cayman legal entities and structures and associated regulation.
• Desire to create basic awareness of applicable corporate legislation and regulatory frameworks
• Strong organisational skills with the ability to multi-task and prioritise a busy client portfolio, whilst delivering exceptional client service.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
• Proficiency in Viewpoint or NAVOne
• Proactive and strong team player
• Highly effective and adaptive interpersonal skills
• Awareness of KYC, AML, CFT and GDPR requirements

MINIMUM QUALIFICATIONS

• Working towards or have attained STEP qualification (legal, accountancy, banking, and STEP diploma)
• Bachelor’s degree or professional qualification in Business Administration, Accountancy, Law, or a related field is preferred
• Must having passing marks a standard test on basic corporate administration knowledge.