Senior Officer - Corporate Services

Purpose of the Job

• Provide administration and company secretarial services to a portfolio of client entities under the supervision of the Manager or Senior Manager and in strict adherence to the policies and procedures of the company. 

Main Responsibilities

Conduct the following within prescribed deadlines: 

• Conduct the day-to-day Management and Administration of a portfolio of clients in the Corporate Services Client Service Units. 
• Work closely with the Manager on client transactions such as mergers and acquisitions and disposal of investments. 
• Ensure completeness of due diligence documents for a portfolio of clients according to Ocorian Policies and Procedures. 
• Ensure all statutory filings are lodged within the respective deadlines. 
• Draft complex board resolutions. 
• Open and maintain clients’ bank accounts. 
• Provide instructions to the officers for payments and banking instructions. 
• Ensure application and renewal of Tax Residency Certificates. 
• Ensure application and renewal with the Data Protection Office. 
• Supervise the compilation of board packs for Board Meetings. 
• Attend board meetings and draft minutes for medium and high-complexity client entities. 
• Carry out the annual/special meetings for medium and high-complexity client entities. 
• Execute the Company Secretarial and Administration processes whilst ensuring an optimal level of efficiency and productivity at all times. 
• Work closely with the Tax Compliance Team for the classification of entities for FATCA/CRS. – Conduct periodic file reviews. 
• Ensure the completeness and integrity of data on NAVOne. 
• Correspond and liaise with clients on the above mention matters.  

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Qualifications

• Educated to A level or equivalent; 
• Completed first degree in a relevant field or on the way to complete ICSA Level 2 or ACCA Level 3 or any professional qualification related to the Global or financial sector. 

Knowledge, Skills and Experience

• Ability to learn CBRIS and any IT Systems related to the job. 
• At ease with the use of technology necessary for conducting board meetings. 
• Able to use independently the internal booking facilities when organising meetings. 
• Microsoft Office Proficiency (Intermediate level). 
• Having a minimum of 3 years of working experience. 

Competencies

• Communication. 
• Performance & Execution. 
• Interpersonal Relationship. 
• Problem Solving & Analysis. 
• Coping with Pressure and Setbacks. 
• Learning & Researching. 
• Positive attitude 

Additional Information

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 careers@ocorian.com.

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