Company Secretary - Assistant Vice President

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services.

With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.

Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you.

We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game.

And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

• For our business, for clients, and for you
• Company Secretarial - Assistant Vice President Role
• Department: Corporate Services

The Role & Key Responsibilities

• This is a hybrid administration and governance role within a medium-sized corporate services team servicing a broad spectrum of client schemes and structures, both private and publicly listed.
• The role will involve supporting the Team Manager in ensuring the efficiency of the team and that all processes undertaken are in line with the Apex’s policies and procedures.
• Acting as a guide for junior members of staff within the team and executing the duties of the role diligently and professionally to ensure that the Company’s Service Level Agreement targets are adhered to.
• Building effective and collegiate interpersonal relationships at all levels and undertaking responsibility for a portfolio of clients.
• A sound knowledge of Company Secretarial tasks (and overarching fund administration processes) applicable legal and regulatory frameworks, with an ability to apply the relevant regulations and rules associated with delivering Apex’s services is essential.
• Ensuring all work undertaken complies with relevant fund and corporate documentation and relevant regulatory requirements and anti-money laundering regulations.
• Assisting the Team Manager in supervision, monitoring, and appraisal of the team.
• Adhering to Company procedures at all times.
• Promoting effective relationships between Apex and its clients.
• Helping to build effective relationships between individual team members and other departments.
• Motivating and empowering reports by building their capabilities.
• Deputising, if required, during Line Manager absences.
• Assisting in managing, controlling and co-ordinating own workloads and workloads of others in the team.
• Assisting with the day-to-day deliverables and the training of team members.
• Assisting with overseeing quality control and meeting time orientated deadlines.
• Ensuring work is undertaken in accordance with Apex’s standard operating procedures and within agreed deadlines.
• Assisting in ensuring all outgoing correspondence and presentation of work is of the highest standard.
• Liaising confidently and knowledgably with clients, directors, and other service providers.
• Liaising with key personnel in client groups to ensure that all Company Secretarial and Fund Administration related operational issues are communicated effectively.
• Assisting with ensuring all client requests are responded to swiftly and accurately.
• Communicating any client related issues of concern to the Line Manager.
• Attending and participating actively in regular team meetings.
• Making positive suggestions as to how effective changes can be made to improve the progression of workflows.
• Acting as a signatory.
• Technical Understanding, assisting, and executing delegated elements of new business processes.
• Maintaining a sound understanding of relevant statutory, regulatory and governance knowledge that may impact Apex and its clients and disseminate relevant updates to non-executive directors and clients when appropriate.
• Assisting and guiding client Boards of Directors on corporate governance matters and regulatory and statutory developments in the industry.
• Providing assistance in ensuring that the client’s policies, procedures, and corporate documents are updated in line with relevant regulatory or statutory changes.
• Co-ordinating and arranging board meetings of General Partners of funds, listed companies, and other companies, ensuring all AGM’s, proxies and notices are dispatched in a timely manner.
• Maintaining the highest quality and demonstrate control of processes for meetings.
• Attending board meetings, assisting with taking of minutes and presentation of reports.
• Assisting with the smooth running of the Company Secretarial and Fund Administration elements of the Investment, and Call and Distribution processes, including preparation for board meetings, minutes, and notices.
• Attending internal meetings organised with relevant personnel to establish the required tasks and deadlines to be undertaken internally once investment (or disposal) recommendations have been received.
• Assisting with the on-going review and updating of company secretarial and fund administration procedures for the team.
• Assisting with ad-hoc projects, as required.
• Proactively raise issues with Senior Management and encourage a solution driven environment.
• Reinforce Senior Management messages and changes in working practice positively throughout the team.
• Promote a risk management culture within the business by proactively highlighting areas where improvements can be made to reduce operational risk.
• Any other duties in the scope of the role that the company requires.

Skills Required

• Have at least 3 years working with a financial institution, preferable within private equity
• A proactive approach to problem solving.
• A confident manner and the ability to communicate with clients effectively.
• A flexible approach to work and good time management skills.
• A strong team player with a commitment to deliver outstanding client service.
• Leadership skills and the ability to mentor and coach a small team.
• An ability to work on own initiative and demonstrate leadership and supervisory skills towards less experienced staff.
• An ability to work under pressure.
• Strong IT skills
• Target professional qualifications – CGI (formally ICSA), MSC in Corporate Governance or similar.
• What you will get in return
• Opportunities for career progression within a growing team;
• Support to pursue further professional development;
• The potential for experience across a wide variety of public and private investment schemes, structures, and strategies;
• An opportunity to coach and develop junior members of the team;
• A rewarding career that provides scope for growth, both within the role and through exposure to services available across our global platform;
• and A genuinely unique opportunity to be part of an expanding large global business.
• About Apex Group

We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices.

Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent.

Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals.

We’re a people-powered business, and our people are full of ambition.

Together, we’re inspired to lead the new era of data and tech enabled service.

Bringing new products and services to market.

Sharpening our client focus.

Disrupting the market to exceed expectations.

Innovating across a range of specialisms.

With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies.

Prepare to accelerate.

We’re a people-powered business with a vision to inspire a new era of service-led Fin Tech.

We’re expanding globally and offering more to our clients.

This means you get more opportunities to grow with us.

So prepare to accelerate.

We’ll make sure the time and effort you put in takes you further, faster.

Positive change starts with you.

We’re a people-powered business with a vision to inspire a new era of service-led Fin Tech.

We’re expanding globally and offering more to our clients.

This means you get more opportunities to grow with us.

So prepare to accelerate.

We’ll make sure the time and effort you put in takes you further, faster.

The journey is yours to own.

When you stretch yourself, you grow.

We want you to explore ways of working that will see you thrive as part of something bigger.

We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders.

All the things you need to own your unique journey.

• Find out more about us
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