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This role focuses on the provision of entity management and governance with timely and expert advice and support to clients being at the forefront of what we do.
Responsibilities include delivering company secretarial services to a varied portfolio of clients, working with less experienced team members to deliver service excellence in line with agreed internal processes, acting as a point of contact for technical queries raised by clients and Team Members and proactively contributing to the commercial success of our business.
Working as part of a small team focused on providing a broad spectrum of company secretarial services for individual client entities and large group structures.
This role focuses on the provision of entity management and governance with timely and expert advice and support to clients being at the forefront of what we do
Key Accountabilities and Main Responsibilities
Statutory and regulatory compliance, board support and corporate governance support
Managing a varied portfolio of clients, including complex and high profile listed companies.
Taking a proactive approach to establishing and developing relationships with key clients, demonstrating positive behaviours in account development and relationship management.
Contributing to or leading internal and external technical initiatives, e.g. training sessions, webinars, articles.
Sharing technical knowledge with other team members and leading internal knowledge sharing initiatives.
Proactively contributing to operational and/or client related improvement and initiatives.
Ensuring that services are delivered to a high standard, on time, and within our commercial operating model and encouraging delivery at these standards by more junior team members.
Overseeing and reviewing the work carried out by team members.
Approval of Customer Due Diligence to ensure compliance with Company Matters’ Anti-Money Laundering Policies and Know Your Client requirements.
Team performance & development: take responsibility for your own performance and skill development. Where relevant, identify and escalate any performance issues within immediate team. Provide on the job training and mentoring as assigned by senior team members
Managing change: actively participate in change, carry out any assigned tasks within the given timeframe. Be aware of how own activity supports and contributes to a process of change management, advise/plan accordingly. Actively look for operational improvement/ make recommendations where there are improvement opportunities
Leadership: support execution of strategic vision within function/team. Delegate work to staff whilst retaining responsibility
Company Matters knowledge: have a good understanding of impact of other disciplines within Group on own area of work. Apply management and business skills in working with clients and/or in own business
Business knowledge: have an understanding of key issues dominating the market for own business area. Have a good understanding of Link Group propositions
Chargeable hours (If applicable): maintain accurate reports of time spent on billing modules. Ensure that all time charged is justified and in line with internal policies/procedures, encourage and support others to do the same
Relationship Management: actively engage with colleagues in Link Group. Seek to develop network and establish mutually beneficial relationships. Develop strong client relationships with intermediaries, third parties and identify key client contacts so as to be seen as the first point of contact
Sales (If applicable): close sales by developing or issuing a proposal for client response (formally/conversationally) - Identify and develop sell-on/ cross -sell opportunities within Link Group
Influencing: achieve specific outcomes with stakeholders by building consensus and resolve conflict. Influence within team and the wider department where appropriate. May influence clients
Data integrity/reporting: accurately draft, prepare and review relevant documentation. Provide accurate and timely data. Advise and support junior members of the team
Mandatory training: complete all mandatory training as per the training calendar and actively remind others to do so
Policies and procedures: ensure knowledge of and compliance with Company Matters’ policies and procedures and keep up to date with amendments. Guide and advise members of the team
Risk: ensure that all weaknesses/incidents identified in relation to service delivery/internal processes are reported correctly, recorded and appropriate actions are implemented
Legal & regulatory: have achieved and maintain an understanding of relevant legal and regulatory requirements
Verbal: communication & presentation: present ideas effectively, using appropriate language and tone. May present 1:1, in small or large Groups, where appropriate may present to other areas within Link Group or to a small number of external clients
Written communication: autonomously produce high quality of work and act as a focal point for queries from members of the team. For external clients, where required, ensure the approved procedures and templates are used and that reports are completed in accordance with SLA's.
Experience & Personal Attributes
Company Secretarial experience or demonstration of extensive knowledge of UK company law, regulation and best practice.
Excellent verbal and written communication skills.
Minute taking abilities.
Ability and willingness to work in a fast paced environment and to balance conflicting deadlines.
Ability to integrate into a dynamic team and work in a collaborate manner, taking a hands-on role when necessary.
Commercial awareness and desire to work within a professional services environment, with a broad understanding of this model.
Strong client facing and relationship management skills.
Ability to oversee less experienced team members to encourage their personal and professional development and drive service excellence.
Additional experience that would be of benefit to our business:
Experience within, or understanding of, a professional services environment.
Degree or Masters in law, governance, business or finance.
Working knowledge of Diligent Entities (formerly “Blueprint”)
Experience of client relationship management and/or timesheet entry systems.
Experience of working in other jurisdictions
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