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Job Description

Position Summary
J.P. Morgan is seeking to recruit an experienced qualified / part-qualified company secretarial professional at Associate level to take direct responsibility for the provision of company secretarial services to our client funds.
Key responsibilities
  • Assist with the preparation, compilation, and dispatch of board and committee papers
  • Attendance at board and shareholder meetings
  • Drafting of minutes of meetings
  • Preparation and release of company announcements to the London Stock Exchange
  • Maintenance of statutory registers (via Blueprint) and minute books
  • Statutory filings
  • Recording and processing share buy backs, issuances & conversions
  • Assisting with the timetabling, drafting and proofing of annual & interim financial accounts
  • Month end reporting to the AIC
  • Liaison with 3rd party payroll providers to ensure that directors’ fees are paid in a timely manner
Client/Service Delivery
  • Ensure timely delivery of all client outputs (including those originating from outsource service partners)
  • Adopt flexible approach to ensure client deadlines are met
  • Recommend and/or initiate corrective action when service levels fall short of standard
  • Proactively work to maintain and enhance client relationships
  • Assist with the planning of client meetings and visits
  • Assist with the take on of new business
  • Ensure full functional understanding of operational risk processes
  • Escalate any risk issues in accordance with internal risk policies to line manager
  • Assist with the preparation of procedures & checklists and ongoing review of existing procedures & checklists
  • ICSA qualified / part-qualified
  • Experience providing company secretarial support to UK listed investment companies
  • Technical knowledge of:
  • UK Companies Act
  • FCA Listing, Prospectus, Disclosure & Transparency Rules
  • FRC / AIC Codes of Corporate Governance
  • Technical knowledge of Guernsey and Jersey legislation and regulations would also be advantageous
  • Knowledge of funds industry developments and trends
  • Excellent presentation, interpersonal and communications skills - both written and oral
  • Ability to liaise effectively with peers and clients at various level of seniority
  • Must be pro-active and responsive
  • Must have the ability to work accurately under pressure and to tight deadlines
The individual should be self-motivated, innovative, analytical and be able to work well on their own or within a team environment.
The individual must be able to travel to attend both UK and offshore board meetings as required.
About J.P. Morgan Corporate & Investment Bank
J.P. Morgan’s Corporate & Investment Bank (CIB) is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
About J.P. Morgan Chase & Co.
J.P. Morgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.1 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity. A component of the Dow Jones Industrial Average, J.P. Morgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about J.P. Morgan Chase & Co. is available at
JPMorgan offers an exceptional benefits program and a highly competitive compensation package.
JPMorgan is an Equal Opportunity Employer.
Req #: 140115032
Location: Edinburgh, SCT GB
Job Category: Relationship Management/Sales
Employment Type: Full Time
Potential Referral Amount: 3500 Pound Sterling (GBP)

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