Senior Corporate Administrator/Corporate Administrator – Bermuda

BWW Recruitment have been instructed by Appleby Global Services Holdings (Bermuda) Limited, an affiliate of Appleby (Bermuda) Limited to support them with their search for two qualified and experienced corporate governance professionals to join their team in Bermuda.

Appleby Global Services Holdings (Bermuda) Limited provide trust and corporate administration and board support services to local, multinational companies, and high net worth clientele through the subsidiaries Appleby Global Corporate Services (Bermuda) Ltd and Appleby Global Trust Services (Bermuda) Ltd.

Senior Corporate Administrator

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.

· ACG or FCG qualified is preferred.

· 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.

Corporate Administrator

PURPOSE:

Under the guidance of a Senior Manager and the Directors, manage a portfolio of high profile clients by providing quality corporate administration services to a wide variety of local and international entities.

PRINCIPAL DUTIES AND RESPONSIBILITIES:

· Maintenance and administration of a portfolio of corporate clients in accordance with company policy, and the statutory and regulatory requirements set out by the applicable legislation and governing instruments

· Maintaining corporate transactions and managing board processes, including preparation of agendas, minute taking, drafting resolutions, following up clients and maintaining statutory documents

· Assist with day-to-day responsibilities, which will include statutory and regulatory compliance, business workflows in ViewPoint, Integra submissions, preparation and filing of documents with the ROC, the BMA and BSX

· Assist with day-to-day communication and service delivery to clients and local regulatory bodies, in particular the BMA, the ROC and BSX

· Assisting the team with all requests and liaison with tax, accounting, legal advisors, investment advisors and banks

· Meet business and client deadlines and take on administrative tasks necessary to deliver service excellence to our clients and proactively look for opportunities to improve systems and processes to increase efficiencies

· Proactively take on and support additional responsibilities and administration tasks as required by Management and our clients

KNOWLEDGE, SKILLS AND EXPERIENCE REQUIRED:

· A minimum of 3 years’ experience in Corporate and Trust Administration working for a Corporate Services Provider in a similar capacity

· Must have proven client relationship and portfolio management experience, including relevant Board experience, and the taking and drafting of detailed minutes

· Ideally GradCG

· Certificates in Corporate Procedures I and II would be an asset

· Strong written and verbal communication skills

· Excellent organizational and time management skills

· Ability to work well within a team and using own initiative

· Proficiency using Microsoft Office products, specifically Word and Excel

· Knowledge of or previous experience using Viewpoint would be an asset

If you would like further information or to discuss these vacancies further, please contact Ian Rickard at BWW Recruitment via Ian@bwwrecruitment.com

Any direct or third party applications will be forwarded to BWW Recruitment for consideration.