Purpose of the role:
The primary purpose of this non-client facing position is to carry out and provide oversight of all company secretarial matters under the direction of a Client Relationship Manager.
Responsibilities:
- Co-ordinate all company secretarial matters, including attendance at and preparation of minutes for Board, Committee and ad hoc meetings, including liaison with clients and intermediaries as necessary
- Oversee production and circulation of Board packs in respect of Board, Committee and ad hoc meetings
- Oversee production of basic minutes by junior staff, and provide basic minutes training where required
- Monitor the status of all minute logs, ensure agreed turnaround times are adhered to and assist with periodic reporting of statistics in relation to the status of outstanding minutes
- Assist in the maintenance of investor records and the processing of investor changes on relevant systems, as and when required by the Client Relationship Manager
- Oversee the timely filing of statutory and other returns (e.g. Jersey company annual returns), with direction from the Client Relationship Manager
Skills required:
- You will be expected to be studying towards or have achieved a relevant professional qualification (preferably ICSA Diploma level or equivalent)
- Sound technical financial services knowledge
- Computer literacy skills are essential
- Very good interpersonal skills are required to develop close working relationships with colleagues, clients and business contacts