1. My client in Whiteley is looking for a Company Secretarial Administrator.
2. Excellent salary & benefits (hybrid working/bonus) to the successful candidate.
About Our Client
My client is a financial services organisation with these particular offices based in Whiteley and with 4 other offices in Europe and 2 in the US/Canada.
Job Description
Administration
3. Assist more senior staff with their client portfolio
4. Administer under supervision a small number of straightforward, non-complex clients
5. Assist with the maintenance of statutory books and records
6. Assist with preparation of regulatory documentation
7. Prepare basic letters
8. Prepare covering letters sending documents out and basic letters - ready for review
9. Liaise with intermediaries
10. Schedule for team meetings
11. Update of team schedules/reports
12. Update any team specific spreadsheets/information
13. Scheduling meetings and observe at meetings (if requested)
14. Producing reports, collating information, circulate packs
Incoming/Outgoing Funds
15. Prepare payment instructions including for online banking systems and with supporting documents
16. Understand the different requirements/process for payments for high risk clients
17. Monitor for receipt of funds and providing confirmation when received
Billing
18. Prepare BCF (billing control forms) and WIP (work in process reports) for team
19. Send out invoices to clients
20. Settle invoices
Filing
21. Statutory filing (minutes) for team
22. Mark up correspondence for filing and book-keeping
23. Accurate and timely saving of electronic (email) correspondence
Minutes
24. Draft basic minutes and resolutions (with assistance)
25. Circulate to attendees for comments
26. Scan of minutes
27. Update meeting schedules
AML
28. Request CDD documentation (under supervision)
29. Understand what is appropriate and acceptable
The Successful Applicant
The right candidate will be working in a company secretarial role and be looking to make the next step in their career.
What's on Offer
An excellent salary and benefits package, including bonus and study support, is available to the successful candidate. Also, the ability to progress further in your Company Secretarial career to more senior positions is available in this business that prides itself on the development of their staff.