Senior Manager - Private Client

at  Bovill Newgate

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.

PURPOSE OF THE ROLE

Responsible for providing company secretarial services to a portfolio of clients of Ocorian Private Client - 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.