Summary: The Junior Associate – Waystone Internal Corporate Secretarial Services function will have responsibility as part of a team for the delivery of services (to include scheduling meetings, preparing board packs, preparing minutes, maintaining entity registers and records) to an portfolio of Waystone internal companies and committees. Reporting to the Director - Internal Corporate Secretarial they will undertake a support role to the Corporate Secretary function. This will include delivering KPI’s and MI on a regular and consistent basis for management, detailed capacity monitoring and helping to drive the implementation of a technology solution to underpin the business. The minimum expectation of the role is as set out below:-
ESSENTIAL DUTIES AND RESPONSIBILITIES
Provide the delivery of service to the Waystone internal entities as a support to the team;
Organise board and committee meetings;
Prepare board papers, board meeting documentation, attend and assist in the minuting of meetings;
Oversee the preparation of documents, board packs, minutes, and resolutions;
Prepare, finalise, and management of resolutions and other corporate documentation;
Assist in the compilation and preparation of management information as and when required;
Be able/willing to take on additional duties as and when required;
Display an understanding of corporate governance practices and regulatory filing requirements and keep abreast of all regulatory changes;
Display keen attention to detail and excellent communication skills;
Ensure appropriate prioritisation of workload, identification of and escalation of scheduling conflicts and delays;
Ensure client files and corporate records are maintained and updated appropriately;
Follow current Waystone policies and procedures as set out in the Employee Handbook and/or develop additional policies as needed for jurisdiction specific;
Independently liaise in a timely and professional manner with fund service providers;
Liaise professionally and effectively with management, entity boards and senior staff;
Maintain and update corporate records (to include the use of Diligent Entities and Board Intelligence);
Monitor and update task tracking schedule to ensure all assigned duties are completed within assigned deadlines; and
Promote team building and communication within the organization to ensure cohesive approaches and organizational culture.
REQUIREMENTS
Desired Education:
ICSA qualified or relevant Legal or Corporate Governance qualification.
Bachelor’s degree in a related field is desirable.
Experience: The ideal candidate will have at least one years’ company secretarial experience in the funds/financial sector and will have completed their grad ICSA qualification or will be working towards same. They will thrive in a fast-paced environment and should have experience supporting other team members. They should also have exceptional attention to detail and must be adept at building professional working relationships with senior management and clients.