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Isle of Man
Hours Per Week: 35 hours per week
Accountabilities
Corporate & Legal
• Obtaining client due diligence information and documents, ensuring that due diligence materials remain up to date, and conduct regular risk reviews on client files.
• Preparation of annual returns and submissions
• Incorporation of companies
• Changing Company Details
• Updating and maintaining company registers
• Updating and maintaining beneficiary owner register
• Drafting of minutes for companies and trusts
• Supporting with the dissolution of companies
• Supporting with the Re-domiciliation of companies
• Responsible for the day to day company administration of an allocated portfolio of clients
• Preparation of supporting minutes and certified documents for Bank account opening
• Preparation of billing
• Arranging signatures on agreements.
Personal Specification
Skills
• Strong communication skills, both written and oral
• IT literate – able to effectively utilise Microsoft office
• Highly organised with attention to detail
Knowledge/Qualifications
• Legal, ICSA or STEP Qualifications
Experience
• Previous experience in a Company Secretarial department
• Previous experience in providing a quality service to a variety of clients, and maintaining a client portfolio to a high standard will be an added advantage
Values
• Results Orientated
• Strong belief and investment in good customer service practices
• Able to prioritise and work to deadlines
• Self starter who can take initiative, whilst working collaboratively across departments.
• Discrete and shows a professional and responsible attitude to client confidentiality
What we offer:
• Private Medical Insurance from day one, with enhanced cover for wellbeing – including point systems for free cinema tickets, coffee and more
• Regular socials and sponsored events
• Attractive pension package
• Life assurance
• Cycle to work scheme
• Season ticket loan scheme
About Us
Our Client is an independent professional services firm with client service and customer care at the heart of all we do. We look after the affairs of a portfolio of businesses and private clients worldwide. Services offered include taxation, audit, accountancy and outsourcing, Captive Insurance, pensions, company and trust administration and management, and corporate finance.
The highly experienced team includes qualified chartered accountants, tax planners, chartered secretaries and bankers, IFA’S and pensions practitioners. We have offices in London, Bristol, Isle of Man, Dubai and Ireland.
As we are going through an exciting period of growth and development, we can provide you the unique opportunity to engage with interesting and varied work, with exposure to all corners of the business. Cross-department collaboration is encouraged, providing a complete and tailored approach to our clients’ needs.
We are dedicated to the internal development of our organisation, preparing and training the team to provide bespoke and high quality services to high-net worth clients and customers
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