CORPORATE ADMINISTRATION AND COMPANY SECRETARIAL

•     Provide effective leadership to a team of at least 13 professionals, fostering a collaborative and high-performance culture.
•     Workforce planning and coverage for peaks/closes; foster a culture of accountability, service excellence and continuous improvement.
•     Maintain role clarity, skill matrices, succession coverage, and a structured training program across Corporate Secretary and Sponsor disciplines.
•     Define and continuously improve the operating model so delivery is consistent across all portfolios and entity types.
•     Publish, enforce and measure established service standards
•     Ensure adequate review and controls to maintain statutory registers and minute books are accurate and up-to-date at all times, upholding secure retention and controlled access.
•     Oversee timely registrar and regulatory filings.
•     Govern end to end beneficial ownership.
•     Oversee economic substance assessments and documentation, ensuring evidential support.
•     Set the standard for meeting lifecycle execution: notices, agendas, packs, quorum checks, logistics require action oriented minutes with approvals, decisions and owners within standard service levels.
•     Implement maker–checker and sampling programs; publish defect trends and remediation; chair monthly Quality & Risk reviews with actionable outcomes.
•     Serve as the escalation point for disputed governance interpretations, timing conflicts, or regulator queries; document decisions and rationales.
•     Hold overall accountability for client satisfaction and retention across corporate portfolios; step in for high-stakes boards and complex actions.
•     Maintain senior relationship with regulators and external parties.
•     Set team KPIs (service, quality, risk, and commercial) and review them periodically with leads and seniors.
•     Build bench strength through coaching, role clarity, playbooks, and rotational exposure; maintain succession for critical roles.
•     Recognize excellence; address performance gaps promptly with structured plans.

LISTING SERVICES (SPONSOR)

•     Sponsor Governance and Exchange Relationship:
•     Safeguard Appleby Global Services Bermuda’s Sponsor Standing, acting as executive owner of sponsor procedures, contact points and annual confirmations. Maintain a constructive, professional relationship with the Bermuda Stock Exchange (BSX).
•     Set and enforce disclosure and drafting for offering documents, wrappers, undertakings and filings, ensuring cross-document consistency and version discipline.
•     Require comment-matrix controls so exchange queries are tracked to closure with clear accountability.
•     Own the continuing-obligations calendar across issuers; ensure timely, accurate disclosures and robust evidence files (internal approvals, filed copies, acknowledgements).
•     Lead horizon scanning for listing rule changes; update SOPs/templates and run targeted training to keep the team and clients current.
•     Chair incident reviews for escalations (e.g., misstatement risk, timetable jeopardy); issue corrective actions and, where needed, client/market communications.

KNOWLEDGE, SKILLS AND EXPERIENCE REQUIRED:

•    Bachelor’s degree in Business, Finance, or a related field. Professional qualification or relevant certification is advantageous.
•     Fellow member of The Chartered Governance Institute (Formerly ICSA).
•     Member if the UK Society of Trust and Estate Practitioners (STEP).
•     At least 15+ years in corporate administration/company secretarial or regulated administration, with 4+ years leading multi-level teams (Senior Manager/Senior/Admin/Assistant).
•     Strong knowledge of Bermuda corporate frameworks and exchange expectations
•     Proven experience managing and developing teams, with a focus on fostering a positive and productive work culture.
•     Track record governing listing sponsor mandates (applications and continuing obligations) and engaging with exchanges/regulators at senior level.
•     Strong understanding of regulatory requirements in Bermuda and financial services operations.
•     Excellent communication, interpersonal, and problem-solving skills.