At a Glance
- Tasks: Provide top-notch corporate admin services and manage client relationships with excellence.
- Company: Join a leading global services firm known for its collaborative and supportive culture.
- Benefits: Enjoy competitive pay, professional growth opportunities, and a dynamic work environment.
- Other info: Opportunity to work on complex projects and develop valuable industry expertise.
- Why this job: Make a real impact by supporting diverse clients and enhancing corporate governance.
- Qualifications: 7+ years in corporate administration and strong knowledge of Bermuda's regulations required.
The predicted salary is between 60000 - 80000 £ per year.
Purpose
Responsible for providing corporate administration services to a varied portfolio of Appleby Global Services corporate secretarial clients, which will include both commercial and private client structures. Responsible for coordinating and managing the listing process for some clients while ensuring client work is completed per legal, regulatory and industry best‑practice guidelines and that relevant policies and procedures are being followed.
Principal Duties and Responsibilities
Possess a thorough knowledge of corporate administrative functions and relevant procedures while ensuring the delivery of corporate administration services to a portfolio of clients of AGS Bermuda and ensuring that service excellence is provided in a timely manner.
Maintain client corporate records according to company byelaws, and the statutory and regulatory requirements set out by the Bermuda Companies Act 1981, and any other relevant legislation.
Act as Company Secretary providing senior corporate administration services to clients, including liaising with clients and arranging/attending board meetings, statutory and regulatory compliance, governance and best practice advice.
Develop and maintain close working relationships with new and existing clients within the group, suppliers, and intermediaries and strengthen key relationships through regular contact, ensuring service excellence at all times.
Provide relief to team members in attending client meetings and where applicable record and transcribe minutes.
Knowledge, Skills and Experience Required
Must have at least 7 years’ experience in Corporate Administration.
Certifications in Corporate Secretarial Practice I and II, or a relevant certificate is preferred.
Must have a strong working knowledge of the Bermuda Companies Act 1981, Economic Substance and all other legislation as it relates to the regulation of Bermuda entities, and be fully conversant with all company secretarial and board governance areas.
Must have working knowledge of AML/CTF regulations, and FATCA and CRS requirements.
Detailed knowledge of BMA’s INTEGRA system and the Bermuda Registrar of Companies online portal.
Prior experience handling listing transactions and knowledge of the BSX listing regulations is preferred.
Must have a broad knowledge of the market in which Appleby operates, consequently having the ability to balance the client needs and Appleby’s commercial expectations in developing client strategies.
Must have expertise in producing minutes which are accurate, concise and detailed and produced within a certain timeframe.
Must have experience of attending meetings, participating and running the meeting where applicable.
Understand the principles and practices of company administration, to include funds, insurance companies and SPVs with a proven track record in handling complex fiduciary issues.
Good knowledge of the laws relating to money laundering and terrorist financing. In addition, the person will be expected to be conversant with AGS Bermuda’s AML/CFT internal controls and procedures and also have a good knowledge of the international obligations concerning AML/CFT.
Understand the client’s immediate and long‑term needs, with the ability to deal effectively and courteously with clients, advisors, intermediaries, attorneys and colleagues, and to exercise discretion and confidentiality in all matters.
