Rachel Patterson
Summary
I am an enthusiastic and driven client relationship manager, specialising in predominantly Jersey company and trust structures. I provide clients with an excellent service by cultivating great relationships through consistent communication and taking a proactive approach. My attention to detail is one of my strongest assets and I feel it has helped me hugely in my career. I am very much a people person so am excited for a new challenge and to work with a new team motivated to provide a great service.
Overview
9
9
years of professional experience
5
5
years of post-secondary education
Work history
Client Relationship Manager
Aztec Group
12.2023 - Current
- Act as first point of contact for company secretarial and administration matters for a portfolio of corporate entities including Trusts, Companies, Limited Partnerships and Protected Cell Companies.
- Attendance at company board meetings and trust/nominee committee meetings. Preparation and review of board minutes ahead of signature.
- Maintaining and fostering good relationships with clients through regular catch up calls.
- Review of tax/legal advice in respect of M&A transactions and frequent communication with engaged legal counsel.
- Preparation of new business documentation and liaising with internal Risk team regarding approvals.
- Analysis and review of legal and transactional documentation relating to incorporations and completion transactions.
- Review and approval of checklists and workflows in Viewpoint.
- Supervise and assist in the training and development of staff, inclusive of undertaking regular 1-1 catch ups and probation and annual performance reviews.
- Assisting and preparation of billing information for clients including analysis of time spent and management of debtors.
- Review and approval of payments in capacity as a B signatory.
- Review and analysis of CDD documentation and communication with the AML team.
- Preparation and review of FATCA/CRS reports and review of self-certification forms.
- Preparation, review and approval of MyRegistry and MyJFSC filings.
Senior Corporate Administrator
Aztec Group
04.2022 - 12.2023
- Administered a portfolio of corporate entities, inclusive of companies, GP/LP structures and employee benefit trusts.
- Coordinated all aspects of company secretarial matters including the preparation of board packs and notices, drafting of minutes, preparation of checklists and workflows, updating of director and share registers, preparation of regulatory filings.
- Coordinated and reviewed the work of junior team members.
- Liaised with legal counsel, the JFSC, banks and other intermediaries.
- Ensured timely submission of regulatory and statutory fillings.
- Preparation of payments.
- Attended and ran client and intermediary calls.
- Assisted with obtaining CDD for upcoming transactions and communicating with the AML team.
- Assisted on billing process and management of debtors.
Corporate Administrator
Aztec Group
12.2019 - 04.2022
- Administered a portfolio of corporate entities, inclusive of companies, GP/LP structures and employee benefit trusts.
- Assisted with the preparation of board packs and notices, drafting of minutes, preparation of checklists and workflows, updating of director and share registers, preparation of regulatory filings.
- Liaised with legal counsel, the JFSC, banks and other intermediaries.
- Ensured timely submission of regulatory and statutory fillings.
- Preparation of payments.
- Attendance at client calls.
- Assisted with obtaining CDD for upcoming transactions and communicated with the AML team.
- Saved documentation into Viewpoint and updated client minute logs.
Listing Administrative Assistant
Carey Olsen
01.2017 - 12.2019
- Drafting and preparing key suite of listing documents for listing of primarily intra-group debt and high yield bonds.
- Liaising with instructing counsel, client and The International Stock Exchange in relation to drafting/amending documentation and progressing the listing application.
- Review and commentary on loan note instruments/offering memorandums.
- Drafting and publishing announcements on The International Stock Exchange.
- Overseeing and distribution of work to junior listing assistant.
Junior Consultant
Marbral Advisory
11.2015 - 01.2017
- Worked in a diverse range of companies to assist with change and project management projects.
- Planned, organised and executed a company away day for a Jersey client.
- Liaised with clients on a daily basis.
- Assisted in creating timelines and deadlines for projects.
Education
Diploma - International Finance and Administration -
Chartered Governance Institute
06.2021 - 11.2022
Bachelor of Science - International Financial Services
University of Buckingham
09.2015 - 09.2017
A-Levels -
Beaulieu Convent School
09.2013 - 06.2015
Skills
Strong attention to detail
Client centric approach
Works well under pressure
Proactive attitude
Strong communicator
Good initiative
Accomplishments
- Awarded Best Paper in Trust and Company Administration for the June 2021 exam sitting - CGI IFA5
- Awarded Jersey Finance Rising Star in 2023 in Trust and Corporate Services
Timeline
Client Relationship Manager
Aztec Group
12.2023 - Current
Senior Corporate Administrator
Aztec Group
04.2022 - 12.2023
Diploma - International Finance and Administration -
Chartered Governance Institute
06.2021 - 11.2022
Corporate Administrator
Aztec Group
12.2019 - 04.2022
Listing Administrative Assistant
Carey Olsen
01.2017 - 12.2019
Junior Consultant
Marbral Advisory
11.2015 - 01.2017
Bachelor of Science - International Financial Services
University of Buckingham
09.2015 - 09.2017
A-Levels -
Beaulieu Convent School
09.2013 - 06.2015
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