20 Aug 2019

Senior Associate

Ref 32641

A leading provider of financial services has an opening for a Senior Associate to work as part of a client service team on a range of client matters, with this role specialising in company secretarial duties for established and new funds and corporate entities. 

The Senior Associate will work closely with all the members of the operations and client servicing teams.

The Senior Associate will carry out client duties including, but not limited to the following:  

  • Formulate Board / Shareholder meeting agendas
  • Preparation of Board Pack using Virtual Boardroom
  • Board / Shareholder meeting attendance / Board communication
  • Ad hoc Board / Shareholders / Managers / unit holder / committee - Minute taking / drafting /circulation / approval / filing
  • Drafting of Board / Shareholders minutes and written resolutions
  • Dealing with audit and AGM /waivers
  • Statutory register validation / sign off
  • Annual return validations
  • Undertake company liquidation / dissolution process
  • Declarations of Trust
  • Stock transfer form validation
  • Declaration of dividends

The desirable candidate will be educated to minimum A-Level, ideally in the process of taking a relevant professional qualification, although this is not essential.  They will also have previous experience of administration and company secretarial duties in a Funds and Company environment is essential.


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