Administrator - Client Services

About Palmer

Palmer is built to set the standard for private capital administration.

We were designed from the ground up for complex private capital structures, without the constraints of legacy systems or processes. Our approach combines experienced professionals, a purpose-built operating model and carefully applied technology to deliver consistent, high-quality outcomes for our clients.

Our focus is simple: clarity, precision and service that works the way it should. We build long-term relationships by being responsive, thoughtful and reliable in how we deliver.

As we continue to grow, we are investing in our platform, our people and the way we operate, creating an environment where individuals can take ownership and contribute to a business that is designed to do things better.

Opportunity at Palmer

Joining Palmer means becoming part of a dynamic and growing team of professionals who are redefining fund services.

As an Administrator you will be part of the client service team and work on client administration functions, operational processes, and ensuring the highest standards of service delivery. You will support the client service team (at scale) and collaborate with other departments to meet the unique needs of our clients within the Luxembourg business.

We offer: 

• A collaborative and inclusive work environment

• Exposure to international fund structures and multiple international jurisdictions

• Opportunity to join a growing team offering excellent growth and career development prospects

• Access to modern technology and systems to support efficient and high-quality service delivery

Role and responsibilities (include but are not limited to):

Client Relationship Management 

• Manage day-to-day client queries with a proactively, solution-oriented mindset

• Help prepare materials for client meetings and gradually take on more communication responsibilities

• Spot opportunities to improve client satisfaction and support commercial initiatives

Risk Management 

• Assist in identifying risks associated with client operations. Maintain oversight of outstanding tasks and periodic risk ratings/reviews for client entities 

• Assist in maintaining accurate client records and documentation 

Client Onboarding

• Contribute the onboarding process for new clients, including due diligence and data collection 

• Assist with company secretarial and corporate governance duties, like scheduling meetings, preparing agendas, and drafting basic corporate documents 

• Support with investor services operations, including capital calls, distributions notices 

• Assist in preparing client reports, statements, and communications 

• Stay informed about Luxembourg financial regulations and assist in implementing updates

Client Communication and Reporting 

• Assist in response to client queries and requests in coordination with senior team members 

• Maintain client dashboards and trackers to monitor service delivery 

• Contribute to process documentation and workflow improvements 

• Support the preparation of regulatory filings and compliance documentation 

• Support KYC/AML processes by gathering client and investor documentation, performing initial checks, and coordinating with compliance teams during onboarding and periodic reviews 

• Work closely with the Associate Director and other team members to ensure smooth operations 

• Assist in monitoring compliance with internal policies and procedures 

Technology Integration

• Learn and use administration systems and reporting tools effectively 

• Assist in testing new system features and providing feedback for improvements 

• Support technology integration efforts to enhance client service delivery 

Teamwork & Professional Standards 

• Work closely with teams/ cross-functional teams, to ensure smooth operations 

• Uphold a collaborative, professional, and client-focused team culture 

• Support knowledge sharing, mentoring of junior team members, and continuous improvement initiatives 

Qualifications/Experience:

• Bachelor or Master degree in either Law, Business, Economics, Finance or related field

• 1-2 years of experience in Luxembourg Fund Administration, Asset Servicing or similar in Luxembourg

• Understanding of Luxembourg corporate law and the relevant alternative investment fund regulations

• Some experience with administrative, company secretarial and corporate governance, transfer agency and cash management related tasks

• Interest in private capital and alternative assets

Skills & Competencies:

• Clear and professional communication and interpersonal skills 

• High attention to detail and commitment to deliver accurate work

• Proficiency in Microsoft Office tools and willingness to learn systems

• Strong organizational and time management skills 

• Eagerness to develop technical knowledge in fund administration

• Ability to work collaboratively in a team environment, build strong working relationships, share knowledge and contribute to a cooperative and high-performing team environment

Languages:

Full fluency in English (spoken and written), French and/or German is considered an asset 

Application:

 To apply for this role please send your CV to: recruitment@palmerfs.com