Isle of Man 01624 617577 / Manchester 0161 464 8921 /

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Corporate Governance Officer (O911990)

Trust & Corporate Services

Salary £40,000 - £45,000, DOE plus benefits package

Full time / Permanent

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Job description


Our leading Finance Sector Client are long established on the island and provide specialist investment management and fund administration services to a range of private and institutional clients.They are currently seeking a Corporate Governance Officer to join a friendly, established team.

The purpose of the Corporate Governance Officer role is to provide administration, company secretarial and general management services to client companies / funds. Wider duties and areas of responsibility include:

Business Development:

  • Maintain a high level of service to existing clients in order to enhance the company's reputation

Client Service and Operations:

  • Carry out the company secretarial tasks for a portfolio of fund/company clients, including all statutory duties that span the entities life cycle from incorporation to liquidation
  • Support the clients in their administration and management as required, including but not limited to shareholder servicing, stock exchange operations, contract administration, Board, committee and shareholder meetings, etc.
  • Carry out more specialised duties across all the Company's fund/company clients, as may be required for the efficient operation of the team
  • Support other members of the Corporate Governance team by providing cover for their own portfolio of clients
  • Meet clients' other operational needs which the company is in a position to provide

Accounting and Finance:

  • Assist with the opening and operation of bank accounts of fund/company clients
  • Assist and support the approval of clients' expenditure, e.g. directors' fees, consultancy fees, third party invoices
  • Assistance in fulfilment of CRS/FATCA obligation, Economic Substance rules, etc.

Regulatory and Compliance

  • Ensure compliance with applicable governance codes, companies acts and relevant legislation, London stock exchange rules, listing rules, market abuse rules, Isle of Man schemes, customer due diligence in accordance with the AML/CFT Rules and the completion of risk assessments and ongoing monitoring
  • Assist the Compliance Department in the fulfilment of their duties with regards to fund/company clients

Data Protection

  • Assist companies with compliance with the relevant Data Protection Legislation

The ideal candidate for the Corporate Governance Officer role wil have:

  • A working knowledge and understanding of fund administration, private and listed company administration, corporate structures and governance processes and procedures in conjunction with relevant legislation concerning collective investment schemes and closed ended/listed companies and the governance framework
  • Working knowledge of all statutory related operating systems to be used by the Company
  • Working knowledge of Stock Exchange listing rules, and Corporate Governance codes
  • Knowledge and understanding of compliance issues as they relate to the provision of fund services
  • Good communication skills both verbal and written
  • Excellent planning and organisational skills
  • Ability to learn and adapt in an evolving governance environment with changing demands and priorities
  • Ability to work under pressure, with the ability to manage own workload within specific timing deadlines

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