Assistant Manager - Company Secretary

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The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle‑office solutions providers. With a unique ability to reach globally, serve locally and provide cross‑jurisdictional services, our clients are at the heart of everything we do. Over the past years we have successfully delivered an unprecedented growth and transformation journey, represented by over 13,000 employees across 112 offices worldwide.

At Apex Group we empower you to supercharge your unique skills and experience. We offer the freedom to be a positive disruptor and turn big ideas into bold, industry‑changing realities.

The Role

To liaise with and support the Client Directors and Assistant Client Directors in Jersey with the administration and management of their portfolios of trust structures and other corporate entities, in accordance with the relevant documentation and all new and amended legislation, case law and practice regulations.

Key Responsibilities

• Building a detailed understanding of client portfolios, entity specific requirements and applicable statutory regulations / requirements and act as a source of guidance to other team members;
• Work with team manager, client directors and assistant client directors to ensure the planning, coordination and completion of all regulatory obligations and client agreed deliverables within strict deadlines for the portfolio of entities are met;
• Assist with arranging income and capital distributions to beneficiaries and to correctly document the same;
• Check if tax calculations have been done and are on record;
• Maintain and monitor diary notes and workflows;
• Prepare and maintain accurate trust and entity summaries;
• Deal with the termination / exiting of trusts and other corporate entities;
• To ensure service delivered meets company policy and / or service level agreement;
• Participate and provide support to all new business activities;
• Contribute to any relevant tasks arising out of on‑going projects;
• Ensure that the client information is accurate at all times;
• Provide accurate and timely monthly reports of key management information to Management or as required;
• Manage and supervise a number of administrators and trainee administrators who would typically be studying towards professional qualifications and oversee and review team adherence to internal policies, controls and systems, including meeting any internal deadlines;
• Review minutes / records prepared by administrators and trainee administrators;
• Act as point of contact with client directors, assistant client directors and intermediaries such as lawyers, auditors, bankers and investment managers as required;
• Establish, build and maintain strong relationships and networks with both internal, cross jurisdictional and external contacts;
• Build key relationships with client directors and assistant client directors in Jersey, ensuring the team responds swiftly to requests and manage expectations;
• Contribute to the overall management of the team and business;
• Report any identified issues and risks, including legal / regulatory matters and client complaints, to senior management promptly;
• Ensure that all compliance and mandatory training is completed within required timescales;
• To act in accordance with all legal and regulatory requirements affecting the Company and ensuring that actions comply with both departmental procedures and this job description.

Skills & Experience

Disclaimer : Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

Additional Information

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