Assistant Vice President – Corporate Secretarial Services (COE)

About Waystone  

Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years’ experience and a comprehensive range of specialist services to its name, Waystone helps our clients structure, operate and grow through our expertise, innovation and digitisation, backed by the operational scale to support global expansion

Summary: Reporting to the Associate Director – Corporate Secretarial Services (COE), the Assistant Vice President – Corporate Secretarial Services (COE) will be an integral part of the team’s success. 

ESSENTIAL DUTIES AND RESPONSIBILITIES 

The successful candidate will be responsible for a portfolio of fund clients, primarily domiciled in the Cayman Islands, Bermuda, the U.S. and/or BVI, will manage multiple client relationships, will review work produced by others within the team and will assist with training others within the team.  

Responsibilities may include (but are not limited to) the following: 

• Build a relationship with the stakeholders of funds. 

• Organisation of Board, Board Committee and shareholder meetings, including the production/ review of materials in advance of such meetings and minutes thereafter. 

• Assist with changes to funds’ Boards of directors, service providers etc. and the necessary notifications and documents relating thereto. 

• Ensure that all actions taken, and agreements entered into by funds, are duly considered and authorised by the Board of directors.  

• Assist with the approval of financial statements and assist clients with conflicts of interest registers and Board assessments. 

• Provide reporting to the management of the team. 

• Update client records. 

• Assist with project work, as directed by the management of the team.  

• Produce and/ or review draft resolutions, as required. 

• Liaise with registered offices in respect of requisite filings to be made for each fund and to make and/or monitor all necessary registrations with governmental and similar agencies in the jurisdiction of each fund. 

• Assist with establishing relationships with service providers on behalf of funds. 

• Assist with the liquidation process of funds which have ceased trading. 

• Assist with the training of other members of the team.  

REQUIREMENTS 

• A Bachelor’s degree. 

• An excellent command of the English language. 

• At least four years of relevant, funds related, work experience. 

• The candidate should be self-motivated and will show an ability to work in a demanding and progressive environment, meeting deadlines as necessary. 

• Excellent interpersonal and communication skills.