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Associate - Board Support Services COE

Waystone3 days ago
Hybrid
Waterloo, ON
Mid Level
contract

About the role

Please note that this is a 10-month FTC

Waystone leads the way in specialist services for the asset management industry.

Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide.

With over 20 years’ experience and a comprehensive range of specialist services to its name, Waystone is now serving assets under management in excess of $2Tn. Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence.

The successful candidate will be responsible for a portfolio of fund clients, domiciled in the Cayman Islands and will be client-facing, managing multiple client and internal stakeholder relationships.

Responsibilities may include (but are not limited to) the following:

· Client-facing. · Organizing meetings, liaising with all attendees, gathering and distribution of materials for presentation to the board of directors, preparation of notices or agendas, attendance at board meetings.

  • Circulating draft minutes and following up with service providers in respect of action items to be

completed.

  • Abiding by the team's written procedures.

  • Circulating Board materials to stakeholders within the timeframe noted in the team’s policies

and procedures in advance of a meeting.

  • Independently respond to email queries from directors/ clients.

  • Assisting others within the team in the training of junior members of the team.

  • Participating in projects impacting the team.

  • Assisting with administrative duties of the team, including completing meeting trackers

  • Providing administrative support to directors’ team to ensure appropriate and real-time

information is included in all board materials.

  • Maintaining the data integrity of all relevant databases, software and online portal facilities

Experience:

We’re looking for a dynamic individual with company secretarial experience, strong English language skills and, ideally, relevant experience in the funds world. You should be self-motivated, thrive in a fast-paced environment and have excellent communication skills.

About Waystone

Financial Services
1001-5000

Waystone is a leading global provider of institutional governance, administration, risk and compliance services to the asset management industry. Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide. With over 20 years’ experience and a comprehensive range of specialist services to its name, Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence.