Manager - Corporate Services

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

*Please note - we are open to candidates from London & Belfast for this position. The closing date for applications is Thurs 7th Nov 2024*

What's in it for you? 

• Competitive salary
• Hybrid working
• Flexible working hours
• Pension Scheme
• Private medical insurance
• Dental plan
• Life assurance
• Income protection & Critical illness

Purpose of the Job

To manage the Ocorian London office Corporate Services offering specifically the provision of company secretarial services to a designated number of corporate clients ensuring best practice delivery of corporate governance and company secretarial principles. The active management of deadlines and timescales is key to successful delivery. As well as being a subject matter expert (SME) for UK Corporate Services and to work closely with our Business Development team to develop new business.  

Main Responsibilities

• To convene, attend and take minutes at board meetings of Corporate entities, recording discussions and decisions, drafting accurate minutes, liaising with administration teams (appropriate levels of staff) for comments prior to external circulation.
• To liaise with Board members and other relevant parties in respect of meeting arrangements and compliance with formalities.
• To manage the timely preparation of board minutes in line with the stipulated timeframes for agendas, minutes and action points arising from those meetings.
• To provide company secretarial support to the Ocorian’s corporate clients for the set-up of corporate entities and LP’s in the UK as well as maintaining company records, share and registrar functions and system maintenance.
• To ensure adherence to good corporate governance principles concerning all Company Secretarial matters.
• To make all required filings with Companies House and to ensure that all continuing corporate governance obligations are met.
• To prepare agendas, notices, proxies and other supporting documents for General Meetings, including liaison with relevant legal advisors.
• To ensure that statutory filings (or other similar jurisdictional requirements) and payment of relevant fees are completed within statutory time frames.
• To ensure that relevant resolutions are passed to comply with statutory requirements and to create corporate statutory records are set up on Viewpoint/NavOne for all new entities.
• To input changes into the Viewpoint/NavOne systems in accordance with agreed procedures and to ensure that corporate documents are scanned and indexed in the Document Management System in the correct place in accordance with filing structure.
• To provide other related support services as and when required.
• To streamline, adapt and implement appropriate procedures to ensure best practice delivery of corporate governance and company secretarial principles within the Company to Corporate clients
• To assist in the production of monthly reporting and statistics on the performance of the Company Secretarial department.
• To assist in the prepration of new business proposals and liaise with the corporate sales team to support business development

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Knowledge, Skills & Experience 

• Experience of working in a Company Secretarial/ Corporate Services role within the UK including listed experience.
• Either qualified CGI/STEP or equivalent qualification (or advanced training toward these qualifications) would be an advantage.
• Good practical knowledge of the applicable corporate governance codes and Companies House.
• Excellent presentational skills and client service skills including the ability to manage client expectations.
• The ability to keep clear and concise records and to add value to the Company Secretarial role.
• Good experience of writing concise and accurate minutes.
• The ability to work under pressure and to strict deadlines.
• Very good working knowledge of Word, Excel, Adobe etc and a willingness to become proficient using new software packages including, Board Intelligence.
• A working knowledge and experience of Viewpoint, NavOne and/or other systems would be preferred.
• Excellent communication skills and the ability to work well within a team as well as on own initiative.
• Excellent organisational and planning skills to reduce/avoid operational pressures and plan ahead to ensure service standards are always met.
• Professionalism and the drive to work collaboratively to make continuous improvements in processes.
• The ability to interact with colleagues at all levels in the Company and to gain the respect of staff and clients.

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.