Associate - Corporate Secretarial Services (COE)

Reposted 4 Days Ago
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Dublin, IRL
Hybrid
Junior
Fintech • Payments • Financial Services
The Role
Manage a portfolio of fund/entity clients (primarily Cayman and Bermuda): organize board/shareholder meetings, prepare/review materials and minutes, handle board/service provider changes and filings, ensure proper authorizations, assist with financial statement approvals, maintain client records, liaise with registered offices, support liquidations and project work, train team members, and perform administrative tasks to deliver professional corporate secretarial services.
Summary Generated by Built In

About Waystone  

Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years’ experience and a comprehensive range of specialist services to its name, Waystone helps our clients structure, operate and grow through our expertise, innovation and digitisation, backed by the operational scale to support global expansion.

Summary: Reporting to the Associate Director – Corporate Secretarial Services (COE), the Associate– Corporate Secretarial Services (COE) will be an integral part of the team’s success.
ESSENTIAL DUTIES AND RESPONSIBILITIES The successful candidate will be responsible for a portfolio of clients, primarily domiciled in the Cayman Islands and Bermuda (but potentially in other jurisdictions, too), will manage multiple client relationships and will review work produced by others within the wider team. 

Responsibilities may include (but are not limited to) the following:
Build a relationship with the stakeholders of funds/entities. 
Organisation of Board, Board Committee and shareholder meetings, including the production/ review of materials in advance of such meetings and minutes thereafter. 
Assist with changes to Boards of directors, service providers etc. and the necessary notifications and documents relating thereto. 
Ensure that all actions taken, and agreements entered into by entities, are duly considered and authorised by the Board of directors.  
Assist with the approval of financial statements and assist clients with conflicts of interest registers and Board assessments, if required.
Provide reporting to the management of the team. 
Update client records. 
Assist with project work, as directed by the management of the team.  
Produce and/ or review draft resolutions, as required. 
Liaise with registered offices in respect of requisite filings to be made for each fund/entity and to make and/or monitor all necessary registrations with governmental and similar agencies in the jurisdiction of each fund. 
Assist with establishing relationships with service providers on behalf of entities. 
Assist with the liquidation process of entities which have ceased trading. 
Assist with the training of other members of the team, if required.  
To assist with any other administrative tasks, in the support of the Company Secretarial team, as may be necessary in the servicing of Company Secretarial client relationships. 
To represent Waystone in a professional manner and enhance the perception of Waystone as client oriented, proactive and dedicated to providing a superior service. 

REQUIREMENTS 
A Bachelor’s degree. 
An excellent command of the English language. 
At least two years of relevant work experience. 
The candidate should be self-motivated and will show an ability to work in a demanding and progressive environment, meeting deadlines as necessary. 
Excellent interpersonal and communication skills. 
Highly organised, proactive, accurate and have a sense of responsibility and priority management; 

Skills Required

  • Bachelor's degree
  • Excellent command of the English language
  • At least two years of relevant work experience
  • Self-motivated and able to work in a demanding, deadline-driven environment
  • Excellent interpersonal and communication skills
  • Highly organised, proactive, accurate with strong priority management
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The Company
HQ: Alfreton
1,413 Employees
Year Founded: 2000

What We Do

Waystone is the leading provider of institutional governance, risk and compliance services to the asset management industry. Partnering institutional investors, investment funds and asset managers Waystone builds, supports and protects investment structures and strategies worldwide. With over 20 years’ experience and a comprehensive range of specialist services to its name, Waystone is now supporting asset managers with more than US$2Tn in AUM Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence

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