Apex Group Careers

Role title

Associate Director / Director – Client Company Secretarial & Governance Services

Department

Company Secretarial & Governance – Jersey

Location

Jersey

Contract type

Permanent, Full Time

Reporting to

Director Head of Listed Funds & Governance – Jersey

Role (overview)

• Oversee the implementation of the new client Company Secretarial & Governance model in Jersey, across different operational teams and solution lines (all areas; Corporate Solutions; Real Asset; Private Equity and Debt).
• Oversee the day to day administration for a select portfolio of clients
• Work with different departments and teams (both local and remote) to provide best practice guidance and support on Company Secretarial and Governance matters.
• Oversee the continued use (and implementation – where required) of new in-house board meeting workflow tool which allows us to track meeting progress and centralise KPI’s across all departments and clients where board support services are provided.
• Review and update template Policy & Procedures including template minutes, where required.
• Assisting in meeting targets, driving the change agenda, deliver to high standards of client service and regulatory requirements.
• A sound knowledge of Company Secretarial tasks with an ability to apply the relevant regulations and rules associated with Apex’s business activities is essential. 
• Be a confident leader, with the capability to disseminate knowledge and expertise to others which will drive a culture of continuous improvement though apprenticeship and openness, and contribute to the ongoing high performance of the section. 
• Handle the filing of all annual returns and other statutory documents for clients
• Stay updated with relevant developments and changes in statutory and regulatory obligations
• Represent Jersey as a member of the Apex Global Cosec Forum

Key responsibilities

People

• Work closely with Head of Product Delivery & Governance Services CS & Head of Listed Funds & Governance in the strategic development and enhancement of the ‘best in class’ Company Secretarial and Governance model for clients.
• Pro-actively collaborate across different client servicing departments in relation to Company Secretarial Support & Governance services.
• Pro-actively collaborate across different functions within the business, including, but not limited to, compliance, risk, accounting, and relationship management.
• Work with the dedicated cosec teams on to manage workloads and keep them appraised of ongoing service delivery matters where required.
• Provide training to client teams where required on updated Policy & Procedures or training on Cosec workflow tool.

Client Service

• Prepare and organise board meetings and shareholder meetings
• Support client teams in Company Secretarial & Governance services
• Monitor and ensure adherence with service level agreements through the use of KPIs reporting tool.
• Review changes in legislation and corporate governance and disseminate implications to the Jersey business and assist with procedural changes where necessary.

Risk & Compliance

• Monitor departmental compliance with policies and procedures.
• Responsible for ensuring KPI’s are tracked and monitored and issues highlighted to Senior Management where relevant.
• Pro-actively keep up to date with current industry issues and developments.

Qualifications and skills

Essential

• In the process of attaining or holds a relevant professional qualification recognised by the Jersey Financial Services, preferably ICG or ACCA.
• At least ten years financial services experience, or equivalent.
• Previous experience in people management.
• Relevant expertise and comprehensive technical knowledge of corporate governance matters and the ability to communicate professionally and confidently.

Skills

• Effective leadership, motivation and delegation skills, acting as a role model for team members and within the business.
• The ability to mentor team members, promoting equal opportunities, acknowledging performance and developing their talents and skills.
• Excellent standard of oral and written communication skills, with the ability to conduct presentations at all levels.
• The ability to identify and analyse issues and develop solutions.
• Proven knowledge of appropriate Jersey legislation and regulation and the ability to demonstrate both compliance, risk and audit awareness.
• Proficient minute writing skills.
• Broad understanding of the fiduciary products offered by Apex Group Ltd, as well as the specific offerings within corporate services.
• Self-motivated and have the ability to multi-task and work under pressure.
• The ability to deal with clients and professional advisors, and proven commitment to providing a quality service.
• Excellent organisational and administrative skills, and ability to identify and suggest procedural improvements.
• Wide ranging experience and skills in the understanding and application of accounting and bookkeeping principles and the interpretation of financial statements.

What you get in return

• A genuinely unique opportunity to be part of an expanding large global business.
• Exposure to all aspects of the business, cross-jurisdiction and to work with senior management directly.
• A challenging but very rewarding role with continued learning.
• A competitive package of salary and benefits.