Purpose of the Job
In this role you will play a vital role in supporting a diverse portfolio of local and international clients, primarily within the insurance sector, ensuring they meet their governance, regulatory and compliance obligations.
This is an excellent opportunity to take ownership of a broad range of company secretarial and corporate administration activities while working closely with clients, regulators and internal stakeholders. Your expertise will help clients maintain good corporate standing, navigate regulatory requirements and achieve their business objectives. If you enjoy working in a fast-paced, client-focused environment where no two days are the same, this role offers the chance to make a meaningful impact while developing your professional expertise.
Main Responsibilities
- Deliver company secretarial and corporate administration services to a portfolio of local and international clients, acting as Secretary or Assistant Secretary where required.
- Coordinate Board and Shareholder meetings, preparing meeting packs, attending meetings, producing accurate minutes and maintaining statutory records.
- Take ownership of corporate actions and entity changes, including amendments to constitutional documents, share capital changes, changes of name and updates to directors and officers.
- Ensure all statutory and regulatory filings are completed accurately and on time, including annual returns, economic substance filings, beneficial ownership filings and government fee payments.
- Maintain accurate corporate records and client information, ensuring all updates are recorded within internal systems.
- Support the incorporation and ongoing administration of Bermuda companies and partnerships, including bank account openings and maintenance of statutory registers.
- Conduct periodic client reviews and maintain up-to-date KYC documentation in line with Bermuda regulatory requirements.
- Assist with invoicing, billing administration and accurate time recording.
- Build trusted relationships with clients, regulators and colleagues while consistently delivering a high standard of service.
- Contribute to business initiatives, special projects and other duties that support the success of the team and clients.
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- Degree or equivalent qualification in Business, Law, Finance, Accounting or a related discipline, or an equivalent combination of education and practical experience.
- Professional qualification or membership with The Chartered Governance Institute (CGI), including ACG/FCG (formerly ACIS/FCIS), would be advantageous.
Knowledge, Skills and Experience
- Approximately 5 years' experience in corporate administration, company secretarial services or a similar corporate services environment.
- Strong understanding of corporate governance, company secretarial practices, regulatory filings and corporate record management.
- Working knowledge of the Companies Act 1981 and the administration of Bermuda companies.
- Knowledge of Bermuda regulatory requirements, including the Insurance Act, Economic Substance requirements and Beneficial Ownership regulations, would be beneficial.
- Experience working with insurance companies or other regulated entities, as well as experience with Viewpoint and NavOne, would be advantageous.
- Experience managing statutory obligations and maintaining compliance within regulated environments.
- Strong client relationship management skills with a commitment to delivering an exceptional client experience.
- Proficiency in Microsoft Office applications, particularly Word.
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 [email protected].
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.