Vacancy at HFL Limited
Oak - Assistant Manager, Fund Company Secretarial and Corporate Governance
Jersey
Vacancy listed
16/06/2026
Application deadline
03/07/2026
Details
OAK SUMMARY
Oak offers innovative private client, corporate and fund administration services tailored to our clients' needs. Today, Oak operates across Guernsey, Jersey, Isle of Man, Mauritius and The Bahamas with more than 250 employees administering over $27.5 billion in assets. The group is known for its client-centric approach, commitment to excellence and forward-thinking vision.
Oak is owned by Opera Limited, a new holding company backed by Pula, the family office of Stephen Lansdown, co-founder of Hargreaves Lansdown, along with like-minded shareholders such as Sealyham, the family office of Tom Scott.
Opera has welcomed Accuro, Amber (now Oak Bahamas), HFL, Meritus and Oak into the fold — each one powered by Opera, each one contributing to our shared ambition.
For more information, please visit: https://www.operalimited.com/
JOB SUMMARY
This is a fantastic opportunity for a motivated and detail-orientated individual to take on a diverse role which is pivotal to business success. The role will support the Funds team in providing company secretarial and corporate governance services to a varied and exciting portfolio of clients.
KEY RESPONSIBILITES
Oak offers innovative private client, corporate and fund administration services tailored to our clients' needs. Today, Oak operates across Guernsey, Jersey, Isle of Man, Mauritius and The Bahamas with more than 250 employees administering over $27.5 billion in assets. The group is known for its client-centric approach, commitment to excellence and forward-thinking vision.
Oak is owned by Opera Limited, a new holding company backed by Pula, the family office of Stephen Lansdown, co-founder of Hargreaves Lansdown, along with like-minded shareholders such as Sealyham, the family office of Tom Scott.
Opera has welcomed Accuro, Amber (now Oak Bahamas), HFL, Meritus and Oak into the fold — each one powered by Opera, each one contributing to our shared ambition.
For more information, please visit: https://www.operalimited.com/
JOB SUMMARY
This is a fantastic opportunity for a motivated and detail-orientated individual to take on a diverse role which is pivotal to business success. The role will support the Funds team in providing company secretarial and corporate governance services to a varied and exciting portfolio of clients.
KEY RESPONSIBILITES
- Providing Company Secretarial support to Jersey domiciled fund structures
- Ensure client entities comply with Jersey law, relevant fund regulations and constitutional documents
- Prepare board meeting agendas and board materials
- Organise, attend and minute board meetings and committee meetings ensuring accurate, timely and high-quality records
- Maintain statutory registers
- Co-ordinate Registry and JFSC filings and notifications
- Assist with internal Oak committee meetings where appropriate
- Support client entities adherence to corporate governance timetables
- Maintenance of governance registers
- Work closely with compliance to support completion of the Compliance Monitoring Programme
- Work closely with compliance and risk teams to ensure governance processes align with AML/CFT, economic substance and data protection requirements
- Provide client relationship teams with support across the full fund lifecycle including fund launches, restructuring, transactions, wind-ups and changes to constitutional documents
- Liaise with legal advisors where relevant and pertaining to board minutes, resolutions and statutory records
- Apply and follow internal corporate governance policies, procedures and templates escalating issues where appropriate
- Contribute to continuous improvement of governance processes and documentation
- Promote strong governance culture across the business
- Keep abreast of legal, regulatory and market developments affecting fund governance in Jersey
KEY COMPETENCIES & SKILLS
- Excellent written and verbal English
- 5 years’ experience in company secretarial, corporate governance or fiduciary role within a fund administration team or business
- CGI qualified or be working towards industry recognised qualification
- Manage own workload effectively, meeting deadlines and service standards
- Practical working knowledge of Jersey law, fund structures/vehicles commonly used in Jersey and JFSC regulatory framework including Codes of Practice
- Experience liaising with boards of directors, auditors and legal advisors
- Working knowledge of Outlook, Word, Excel, etc.
- Previous experience of virtual boardroom products preferred
- High level of accuracy with good attention to detail