requirements set out by the applicable legislation and governing instruments

• Maintaining corporate transactions and managing board processes, including preparation of agendas, minute taking, drafting resolutions, following up clients and maintaining statutory documents
• Assist with day-to-day responsibilities, which will include statutory and regulatory compliance, business workflows in ViewPoint, Integra submissions, preparation and filing of documents with the ROC, the BMA and BSX
• Assist with day-to-day communication and service delivery to clients and local regulatory bodies, in particular the BMA, the ROC and BSX
• Assisting the team with all requests and liaison with tax, accounting, legal advisors, investment advisors and banks
• Meet business and client deadlines and take on administrative tasks necessary to deliver service excellence to our clients and proactively look for opportunities to improve systems and processes to increase efficiencies
• Proactively take on and support additional responsibilities and administration tasks as required by Management and our clientsKNOWLEDGE, SKILLS AND EXPERIENCE REQUIRED:
• A minimum of 3 years’ experience in Corporate and Trust Administration working for a Corporate Services Provider in a similar capacity
• Must have proven client relationship and portfolio management experience, including relevant Board experience, and the taking and drafting of detailed minutes
• A willingness to study towards professional qualifications (i.e. ICSA or STEP)
• ICSA Bermuda Branch – Certificates in Corporate Procedures I and II would be an asset
• Strong written and verbal communication skills
• Excellent organizational and time management skills
• Ability to work well within a team and using own initiative
• Proficiency using Microsoft Office products, specifically Word and Excel
• Knowledge of or previous experience using Viewpoint would be an asset

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