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Funds Company Secretary – Team Leader

  • DOE
  • Dublin 2
  • Permanent

Our client, a multinational corporate management company requires a fully qualified Company Secretary with Funds experience to join their team and to in turn help build a funds team to complement the current Co Sec offering. Candidates will also have the opportunity to work on wider compliance and client relationship management duties.

This role will provide WFH opportunities

Call Cormac Spencer on 01 845 4651 for more info. 

Salary: DOE

Benefits: Bonus, Pension, Healthcare, Annual Reviews, Bike to work, Travel tax incentives, and more.

All candidates must be fully ICSA qualified.


  • Independently Manage a portfolio of clients
  • Manage general legal and company secretarial aspects of the companies.
  • Attend board and shareholder meetings, record and circulate minutes and action points arising therefrom
  • Ensure that all annual return are filed within the required deadlines and that all AGMs are held before the required deadlines
  • Ensure that all relevant Regulatory and Statutory filings are completed on timely basis
  • Ensure all statutory books and records for client companies are updated to reflect any changes to the companies
  • Collate the board reports from the relevant parties in timely manner and prepare the board packs for circulation to the client
  • Arrange for the execution of specific transactions such as capital increases, participations, distribution of dividends, granting or obtaining loan facility
  • Provide necessary guidance and support to more junior members of the team
  • Maintain and grow excellent relations with existing clients and intermediaries. – Call and or meet all clients/intermediaries on a regular basis
  • Contact with client’s advisors, accountants and third parties (bank, tax administration, etc.)
  • Facilitate the communication eg. Auditors, tax advisors, legal advisors, Investment Manager, Fund Administrator, etc.
  • May be required to act as Non Executive directors on the Board of client companies (non funds) within the team under supervision of Head of Business Unit Director from time to time
  • Ensure timely invoicing and collection of clients and/or client companies
  • Taking care of KYC issues, compliance regulations, ensuring clients meet client acceptance procedures
  • Carry out periodic compliance file reviews in respect of the client companies according to their AML risk rating
  • Drafting corporate services agreements, to be able to discuss queries raised by clients during onboarding
  • Work closely with Business Unit Director to promote business development, to attend meetings with business partners, internal global network and potential new clients
  • To discuss and draft new business proposals for new clients

Candidate Attributes

  • University degree preferably in Business or Law
  • ICSA qualified
  • At least 5 or more years of relevant experience required;
  • Work experience in corporate secretarial in funds.
  • Good knowledge of CBI requirements for Regulated Funds.
  • Have entrepreneurial and commercial awareness
  • Excellent minute taking
  • Delivering to strict deadlines
  • Ability to multi-task and manage priorities effectively
  • Virtual Board Room knowledge is a plus

If this Funds Company Secretary role sounds like YOU, call Cormac Spencer on 01 845 4651

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