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Summary:
The Associate will have responsibility (as part of a team) for the delivery of services (to include scheduling meetings, requesting materials for meetings, preparing board packs, publishing board packs, participating in project work, drafting resolutions, circulating documents internally for review and execution, maintaining records, trackers and entity management systems and updating registers) to a Manager – COE (Company Secretarial) based in Mumbai. This will include delivering KPIs 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.
Key Responsibilities:
• Organise board and committee meetings;
• Request reports for inclusion in board papers;
• Prepare board papers, board meeting and/or shareholder meeting documentation;
• Prepare resolutions based on provided templates;
• Assist in the compilation and preparation of management information as and when required;
• Assist with projects and the circulation of documents internally for approval and execution;
• 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;
• Liaise professionally and effectively with management, senior staff and team members in other locations;
• Maintain and update corporate records (to include the use of Diligent Entities, SalesForce and Board Intelligence);
• Update registers and trackers; and
• Promote team building and communication within the organization to ensure cohesive approaches and organizational culture.
REQUIREMENTS
The ideal candidate will have at least three years’ company secretarial experience in the funds/financial sector and will have completed their grad ICSI qualification. 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 team members.
Education:
We're looking for qualified/semi-qualified professionals with expertise in Company Secretarial services like Board meetings, board packs, minutes writing, committee meetings, regulatory fillings across Ireland, Luxembourg, and the UK.
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