Corporate Group Manager

Company Description Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We're a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

Job Description

Purpose of the job

To provide team and client relationship leadership for the Corporate Service Line in Bermuda working in collaboration with the Client Delivery Director and the Bermuda Executive Management Committee.

Responsibility for leading a team that consistently delivers quality, timely and efficient corporate administration services to local and international companies in the Bermuda in the Corporate sector. Ensuring that service provided aligns with Ocorian core values, global strategy, and industry best practice.

Main Responsibilities

Manage a team of corporate administrators whose primary responsibilities include:
Acting as Secretary or Assistant Secretary to Bermuda client entities.
Addressing requests from authorized client representatives for changes to the constitutional documents, share capital, company name, Byelaws and/or other constitutional documents.
Arranging for the certification of constitutional documents for client entities.
Making applications or notifications to regulators on behalf of client entities.
Convening Board of Directors and Shareholders' meetings for client entities. Ensuring that such meetings are properly constituted with required proxies, quorum, waivers etc.
Advising Board and Shareholder meetings on secretarial matters and taking, drafting, and circulating minutes of such meetings to appropriate parties.
Ensuring that annual regulatory and license fees payable in accordance with relevant legislation are collected and remitted to the regulatory authorities for client entities.
Ensuring that the corporate records of client entities are current, compliant and in good order.
Ensuring that any changes to the regulatory and administrative status of client entities is maintained in Viewpoint on a current basis.
Maintaining current billing, contact, and address information for client entities.
Posting time recording daily in Ocorian's time tracking system
Ensuring that annual service and variance fee invoices are produced and distributed to clients.
Following up on the outstanding accounts receivable for client entities and ensuring that appropriate overdue reminder and suspension of services notices are sent as required
Participating in the opening of bank accounts for client entities.
Maintaining the Register of Members, Register of Directors and Officers and Minute books.
Obtaining and maintaining records of accounts in compliance with section 83(1) of the Companies Act for client entities.
Preparing applications for incorporation of all types of Bermuda companies and partnerships.
Ensuring that local companies maintain the 60/40 rule and where not maintained, the appropriate license from the regulatory authority is in place.
Assisting in compliance monitoring of Capital Markets clients.
Other duties that may be assigned from time to time.

Assist the Client Delivery Director in administrative leadership and oversight support for the Corporate Team

?????Timekeeping and time management for team
Team management (Circa 7 Corporate Administrators)
Vacation planning.
Performance review
Portfolio balancing / rebalancing
Billing Management for clients
Participating in Management meetings, co-representing the Corporate Bermuda team.
Collaborating with the team leaders to create a co-operative work environment.
Assisting to establish, monitor and report key performance indicators (KPI's) for team and for internal and external Service Level Agreements (SLA's), for CSP related services.
Management of teams productivity and client focussed work.
Identifying training needs of corporate staff and delivering or facilitating delivery of required training, with emphasis on insurance, corporate governance, and relevant regulatory updates.
Providing team leadership and promoting an atmosphere of cooperation, teamwork, and support.
Participating in management committees if requested.
Preparing reports for management and service line leadership as appropriate.
Monitoring chargeable vs non-chargeable time of team members and working with management and service line leadership to improve profitability.
Mentoring Trainee Corporate Administrators, Junior Corporate Administrators and Corporate Administrators.
Monitoring and ensuring that team members are assigned balanced portfolios, and receiving required "on the job" training, adequate technical support, and appropriate supervision.
Setting annual goals and objectives for each team member and monitoring progress on a quarterly basis, as part of the overall performance appraisal process.
Assisting in the preparation and filing of Economic Substance Declarations for client entities.

#LI-SM1

#LI-Hybrid

Qualifications

Knowledge, Skills & Experience

Membership in the Institute of Chartered Secretaries and Administrators (e.g., ACIS or FCIS); or a university degree in a relevant discipline together with at least 12 years' corporate administration experience.
Completion of Corporate Secretarial Practice 1 & 2.
A commanding knowledge of the Companies Act, 1981 and statutory regulations relating to the administration of companies in Bermuda.
A sound working knowledge of:
the Economic Substances Act 2018 and related regulations.
the Bermuda Corporate Service Provider Act.
Bermuda AML/ATF Legislation.
Proven problem-solving abilities in the administration of insurance and non-insurance companies in Bermuda.
Proficiency in the use of the Microsoft Office suite of applications, specifically MS Word.
Proficiency in NAVONE and Viewpoint will be an asset
Working knowledge of Integra and other relevant regulatory filing systems in Bermuda.
Proven demonstration of strong leadership and coaching skills.
Excellent written and oral communication skills.
Excellent client relationship, organizational and time management skills.
Experience in team building.
Excellent interpersonal skills.
Basic ability to read analyse and understand financial statements, contracts, and other legal documents.

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 [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.