Trainee Company Secretary ( MSc 2 Year Programme )

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. 

Purpose of the role 

Assist with the provision of company secretarial services to a designated number of global funds clients of Ocorian. He/she will take an active role in providing company secretarial services to support existing, new and prospective funds as part of a two-year training programme alongside study for the MSc in Management and Corporate Governance (“MSc”).

The role located in the Belfast office is permanent, working hours will be adapted around required study and requires a current student of the MSc. A comprehensive training programme will be provided with the opportunity for growth within the business with that post-completion of the two-year programme there is the potential of a promotion to Company Secretary. The successful candidate should be a fast learner and willing to develop their knowledge.

Main Responsibilities 

• To assist the Company Secretarial team by undertaking the below outlined tasks and to develop skills and knowledge:
• Ensuring that statutory filings (or other similar jurisdictional requirements) and payment of relevant fees are completed within statutory time frames.
• Co-ordinating the preparation of agendas and board packs and their timely circulation and dispatch in conjunction with the fund administrators and other Company Secretarial team members.
• Preparing agendas, notices, proxies and other supporting documents for General meetings.
• Preparation of announcements, making stock exchange filings and delegated listings functions.
• Ensuring the timely dispatch and collation of proxies where the client entity does not use an external Registrar and liaise with other staff members to ensure a quorum is obtained.
• Liaising with external Registrars in respect of the collation of proxies for relevant client entities.
• Liaising with board members and other relevant parties in respect of meeting arrangements and compliance with formalities.
• Assisting with the timely preparation of Board and Committee meeting minutes for both global funds and corporate entities and liaising with client teams (all levels of staff) for comments prior to wider circulation.
• Providing company secretarial support for the set-up of corporate entities and LPs in various jurisdictions as well as maintaining company records, share and registrar functions and system maintenance.
• Assisting with co-ordinating company secretarial aspects of fund launches. Ensuring adherence to good corporate governance principles concerning all company secretarial matters.
• Ensuring that relevant resolutions are passed to comply with statutory requirements and to create statutory records.
• Inputting changes into the relevant entity administration system, in accordance with agreed procedures and to ensure that corporate documents are scanned and indexed in the Document Management System, in the correct place, in accordance with the filing structure, in addition to general maintenance of corporate documents in hard and soft copy format.
• Taking an active role in maintaining the Meeting Planner and company secretarial calendar as well as maintaining own diary of client related items and ensuring outstanding items are co-ordinated appropriately.
• Providing other related support services and assisting with company secretarial project work as and when required. 

Knowledge, Skills and Experience

• Hold at least a degree level qualification and are undertaking or are willing to undertake CGI or an equivalent qualification or Post Graduate Diploma in Corporate Governance.
• The ability to work under pressure and to deadlines. The ability to gain a good knowledge and awareness of the professional services provided by Ocorian and the practicalities and nuances involved.
• Excellent presentational, written and verbal communication skills.
• Meticulous attention to detail
• Excellent organisational and planning skills including managing expectations which will include determining that which is important versus that which is urgent
• Ability to work on own initiative and as part of a team
• Ability to interact with colleagues at all levels

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.