Executive Legal Secretary - Investment Funds - Cayman Islands

Overview of role

Walkers invites applications from suitably qualified Caymanians or Residency with Employment Rights Certificate holders for the position of Executive Legal Secretary.

The Executive Legal Secretary will work as part of a high functioning team in delivering exceptional client service. The individual will provide high-level administrative support to senior attorneys and partners. This role requires exceptional organizational skills, discretion, and a deep understanding of legal procedures and documentation. The Executive Legal Secretary will report into the Head of Secretarial Services and act as a key liaison between clients, legal professionals, and internal departments, ensuring seamless communication and efficient workflow.

Our Executive Legal Secretaries support a range of practice groups, each of which commands distinct skills and experience. Our current vacancies are listed below.

• Investment Funds – Currently recruiting
• Regulatory – No current vacancies
• Finance & Corporate – No current vacancies
• Private Trust and Capital – No current vacancies
•  Insolvency and Dispute Resolutions –No current vacancies

Duties, Responsibilities & Person Specification

• Assist in the preparation of standard and complex legal documents i.e. drafting incorporation and formation documents in respect of Cayman Companies, Cayman Partnerships and Cayman LLCs.  Registering foreign partnerships and foreign LLCs in the Cayman Islands. 
• Manage filings with all internal and external bodies e.g. filing Cayman Islands Monetary Authority
• Organise documents for Fund entities to be uploaded for registration through the Government Portal, REEFS.
• Assist in the termination of funds when they reach the end of life to include the drafting of relevant documents, ensuring all fees are settled with the client, notices filed and published with Cayman eGazette and liaising with Government bodies in order to have them fully dissolved and removed from the Cayman Islands General Registry
• Liaise with the Registered Office in respect of Entity filings, dealing with service requests i.e. obtaining Certificates of Good Standing and making sure all relevant documents are sent for adding to the minute book
• Prepare first drafts of documents including (without limitation) initial and amended and restated memorandum and articles of association; board minutes and directors resolutions; shareholder resolutions; powers of attorney; structured finance transaction documentation (including declarations of trust and corporate services agreements); mutual fund documentation (including Forms MF1 and MF2 etc.); legal opinions; share certificates; entries for registers of mortgages and charges
• Create, edit, amend documents including the preparation of "blacklined" documents and store correspondence and documents in the appropriate electronic matter file,
• Billing support including drafting of billing narratives; assisting with collections, liaising with the Clients and Accounts Department
• Responding to internal and external telephone enquiries, and ensuring that every call is attended to in a professional and polite manner
• Photocopying, faxing and scanning of documents and correspondence

1. • Diary management including scheduling client meetings, preparing agendas and ensure logistics are handled smoothly
   • Arranging the opening, closing and archiving of accounts and files
   • Organising cheque requests and collection
   • Maintaining and updating details of client contacts and addresses both within the Lawyer's personal contact database under InterAction and the Firm's dataset within i-Manage

2. • Supporting other members of the secretarial team and work collaboratively with them to complete work to a high standard and meet required deadlines
   • Maintain accurate records and correspondence files in relation to the Lawyer's client files
   • To liaise with clients as appropriate and in accordance with Lawyer's instructions and firm policies
   • To be familiar with, and comply with, Firm policies relevant to the purpose of the job
   • Participate in special projects as and when required in relation to the Firm's and the Lawyer's practice areas
   • Carry out any other duties commensurate with the purpose of the job, including the performance of duties outside normal working hours

Education, Skills & Experience

• A recognised legal secretarial qualification from a recognised university or college
• A minimum of 5 years secretarial experience in a legal or professional services environment supporting senior professionals
• A strong understanding of legal terminology, procedures and documentation
• Experience with legal practice management and document management systems

Candidates will need to demonstrate a high level of effectiveness in each of the following skills and abilities:

• High level of proficiency in Microsoft Office applications
• Familiarity with billing software and CRM systems
• Exceptional organisational and time management skills
• High level of discretion and professionalism
• Excellent client service
• Strong written and verbal communication skills with the ability to relate to people at all levels
• Ability to work independently and collaboratively
• Calm under pressure, with a flexible and proactive mindset
• Excellent attention to detail
• 70 wpm typing skill with an accuracy of 98%
• Positive attitude with a practical, common-sense approach; resilient
• To work in a flexible manner and respond to changing circumstances and emergency situations
• Pro-active and flexible attitude for any ad-hoc tasks
• Willingness to broaden skills to meet evolving requirements                                                                           

Compensation Data

Walkers offers a dynamic working environment with opportunities for career progression and an excellent remuneration package, including a discretionary performance based bonus, pension and fully covered health insurance for employees and 5 weeks' vacation. Remuneration will commensurate with qualifications and experience.

Only candidates selected for interview will be contacted after the deadline.