Senior Manager - Private Clients
Company Description
Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance
We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.
With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.
Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.
Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.
Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.
Job Description
*Please note - the closing date for applications is Thurs 26th Sept 2024.*
Purpose of the Role
Responsible for providing company secretarial services to a portfolio of clients of Ocorian Private Clients - Guernsey (“OPCG”). The role will include providing company secretarial services to existing and prospective new corporate clients, working with the relevant authorities and advisers, and ensuring compliance with corporate governance codes, principles of best practice and company secretarial procedures. The role will also involve assistance with regulatory and statutory filings, particularly in respect of Guernsey Registry and Guernsey Revenue Service Filings.
Main Responsibilities
- To convene and attend board and committee meetings for clients with internal (OPCG provided) and external boards.
- To liaise with internal and external Board members and other relevant stakeholders on all Company Secretarial matters.
- To manage the timely preparation of agendas, action points and minutes arising from each meeting.
- To ensure adherence to good Corporate Governance principles concerning all company secretarial matters.
- To co-ordinate the preparation of board packs and their timely circulation and dispatch in conjunction with the instructions of the client.
- To ensure good levels of communication with client teams (all levels of staff) and providing company secretarial support and advice where required.
- To prepare notices, proxies and other supporting documents for General Meetings, including liaison with relevant legal advisors.
- To ensure the timely dispatch and collation of proxies where relevant and liaise with the relevant administration team to ensure a quorum is obtained.
- To liaise with external client contacts in respect of the collation of proxies for relevant client entities.
- To ensure that statutory filings and payment of relevant fees are completed within statutory time frames.
- To liaise with non-managed corporate clients on enhanced due diligence reporting and ensure that all notification reports are reviewed, completed and recorded as required.
- To ensure timely completion of all Compliance periodic corporate reporting and liaison with OPCG lead client directors on the same.
- To ensure that databases and Document Management Systems are maintained in accordance with agreed procedures.
- To maintain the Company Secretarial Planner and Calendar.
- To assist in co-ordinating Company Secretarial aspects of new client take-on procedures.
- To ensure that the corporate entities meet their on-going statutory and regulatory requirements / continuing obligations.
- To provide other related support services as and when required.
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Qualifications Required
Knowledge, Skills & Experience
- Has worked as a lead/senior Company Secretary within a regulated fiduciary company.
- Significant experience working in a company secretarial environment.
- Knowledge of the local regulatory framework and general knowledge of other jurisdictional regulatory requirements such as BVI, Jersey, Bahamas would be an advantage.
- ICSA or STEP Qualified.
- Good experience of writing concise and accurate minutes.
- The ability to work under pressure and to tight deadlines with accuracy.
- The ability to gain a good knowledge and awareness of the professional services provided by Ocorian.
- Very good working knowledge of Microsoft Office, particularly Word, Excel, Adobe, Outlook. Familiarity with Viewpoint and other software packages including Board Intelligence and Virtual Boardroom would be an advantage.
- Excellent communication skills and the ability to work well within a team as well as on own initiative.
- The ability to keep clear and concise records and to add value to the Company Secretarial role.
- Motivated, efficient and well organised with high level of attention to detail.
Additional Information
All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:
- We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
- We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
- We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
- We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
- We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.
Equal Opportunities for Everyone
Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].
We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.