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.

KNOWLEDGE, SKILLS AND EXPERIENCE REQUIRED:

• Must have at least 3 years’ experience in Corporate Administration
• Bachelor’s degree in Business, Law, or a related field. Professional qualification or relevant certification is advantageous
• Proven ability to mentor, train and lead a team
• Strong ability to draft and review minutes of meetings
• 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 is preferred
• 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
• 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.