PURPOSE:
Under the guidance of a Senior Corporate Administrator 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:
• At least three years of experience working for a Corporate Services Provider in a similar capacity.
• Experience servicing and efficiently managing a portfolio of high-net-worth individuals.
• ICSA Bermuda Branch – Certificates in Corporate Procedures I and II would be an asset.
• Strong written and verbal communication skills.
• Must take a proactive approach with assigned tasks and demonstrate willingness to contribute to the success of the Team.
• 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.