Personal Assistant supporting Finance leaders in Sydney or Melbourne, managing schedules and correspondence while ensuring efficient administrative operations at AGL.
About the role
- Company Secretary managing Irish SPVs and funds for Ogier Global. Handling regulatory filings and client relationships in a professional environment.
Responsibilities
- Manage a portfolio of Irish companies and regulated funds, ensuring the accurate preparation and issuance of meeting agendas, board papers, and minutes
- Build and maintain strong relationships with clients, non-executive directors, and stakeholders across our fund portfolio
- Follow up on actions arising from board meetings and provide regular updates to clients
- Review and draft corporate documents, procedures, and policies in accordance with latest legal developments
- Serve as a primary communication channel for directors, clients, and stakeholders.
- Ensure compliance with company Articles of Association/Constitution and applicable regulatory frameworks
- Prepare and submit regulatory filings, including ICAV registration forms within prescribed deadlines
- Liaise with regulatory authorities regarding board composition and other statutory changes
- Maintain accurate and up-to-date client files and statutory registers
- Oversee the onboarding process for new clients, including periodic KYC reviews and coordination with compliance for due diligence requirements
- Act as a liaison between clients and the compliance department for due diligence and onboarding matters
- Assist with client billing and monitoring of service delivery
- Perform other related administrative and company secretarial duties as required
Requirements
- 1–3 years of post-qualification experience in a Company Secretarial role, ideally dealing with Irish SPVs; experience in fund structures is an advantage
- Strong academic credentials; Bachelor’s degree or equivalent preferred. Progress toward or attainment of a professional qualification (e.g., ICSA) is advantageous
- Excellent written and verbal communication skills
- Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
- Solid understanding of applicable statutory laws, regulatory requirements (including anti-money laundering regulations), and best practices in corporate governance
- Experience in maintaining statutory registers and corporate files, and a strong understanding of KYC procedures and periodic reviews
- Highly responsive, client-focused, and able to manage tasks independently using own initiative
- Exceptional organisational and time management skills; keen attention to detail
- Ability to train and mentor junior team members
- Commitment to excellence and career development for self, clients, and colleagues
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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