Job Description
In this role, you'll be responsible for providing high quality administration for a portfolio of corporate and fiduciary clients with particular emphasis on the client service aspects of the business, delivering excellent client services levels at all times. You'll be involved in the full life cycle of our clients, including the client take-on process and all aspects of the on-going administration of the client.
Are you looking for a new opportunity that offers progression and development opportunities, if so, get in touch today!
About the role
- Provide on-going administration support to the team as required for the administration of a diverse portfolio of corporate and fiduciary clients and ensure that client relationships and transactions are conducted effectively and to a high standard.
- Ensure client expectations are properly managed and valuable relationships are nurtured.
- Assist with the effective administration of workload to include timely and accurate processing of work, effective prioritisation, meeting transactional, statutory and internal procedural deadlines and managing WIP and debt collection.
- Register and file statutory documents with Companies House, such as; Incorporation forms, forms to register changes to share structure or share allotments, change of officer forms, confirmation statements and strike off forms.
- Liaise with clients and service providers such as accountants, tax agents and lawyers to ensure that transactional obligations and statutory deadlines are met for client entities.
- Maintain and update statutory records and registers of client entities.
- Drafting of documentation such as power of attorney, drawdown notices, share certificates and stock transfer forms.
- Drafting of or assisting with drafting written resolutions and minutes of directors/members meetings.
- Co-ordinate and, where necessary, attend directors' meetings and members' meetings/AGMs.
- Assist with the on-boarding of new clients/client entities and carry out KYC checks.
- Process invoices and payments for client entities on various banking platforms.
About you - essential requirements
- A proven academic background or working towards a relevant professional qualification (i.e. CGI)
- Company secretarial experience working with UK corporate service providers
- Some knowledge of or ability to research into the provisions of the UK Companies Act
- Good working knowledge of Microsoft desktop software
- Good record keeping and documentation ability is essential
- Must be able to demonstrate initiative, be proactive, accurate and well-organised
- Excellent communication and interpersonal skills are essential, together with the ability to build relationships, working as part of a team to achieve a common goal and be self-motivated and career driven
