Senior Officer, Private Wealth Administration

We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.  We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms.

Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. 

Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. 

We’re driven by our Group purpose, to power people and possibilities. 

A review position responsible for validating secretarial deliverables and ensuring quality standards. This role performs detailed reviews of work submitted by Officers 1-3 while serving as a subject matter expert for daily operations. The position focuses on quality assurance and maintaining compliance with Group and Company policies and local regulatory framework, coordinating with Assistant Manager for final review, where required. The Sr. Officer is expected to perform independent problem-solving for complex issues.

Core Responsibilities:

• Review work from junior staff
• Coach junior staff to improve accuracy on their output
• Assist with client and stakeholder communications;
• Ensure compliance with policies and regulations
• Manage client portfolio documentation

Tasks:

Review tasks prepared by Officer 1, 2 and 3 including:

• (Annual) board meetings documents - agenda, list of transactions, attendance list, power of attorney;
• (Annual) general meetings documents - agenda, convocation letter, attendance list, power of attorney, declaration of external director;
• Minutes based on recording - directors, shareholders/ members meetings;
• Minutes based on template - directors, shareholders/ members meetings;
• Resolutions with no template (directors, shareholders/ members);
• Resolutions based on template (directors, shareholders/ members);
• Structure chart;
• Agreements (loan, capital/ share premium contributions,…);
• Statutory changes; • Identification of UBO and registration with chamber of commerce + Change in UBO;
• Dividend distribution;
• Liquidation;
• Bank account opening;
• Bank periodic file reviews;
• Change in bank signatories;
• Capital/ share premium contribution;
• Share/dividend distributions;

Educational Background:

Degree holder and/or related Professional qualification

Professional Experience:

Minimum 5 years of experience in Corporate Administration and Secretarial matters

OUR COMMITMENT TO YOU AND THE ENVIRONMENT

Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.  

There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.

Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential.  Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.  

We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.