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Company Secretarial Trainee
3 months ago
Forvis Mazars cares about your career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong professional development.
About the team
Our Company Secretarial team works to support our clients to provide quality company secretarial and governance services. We ensure that our clients are compliant with the Companies Act and provide support to clients of all sizes.
With the relentless pace of change you will need to be able to advise clients in areas such as company law, statutory compliance and share restructuring, while building enduring relationships that positions Forvis Mazars as a trusted adviser.
The Company Secretarial team is part of our Accounting and Outsourcing team of more than 250 professionals and is growing across all areas including cloud accounting, payroll, financial reporting and company secretarial.
About the role
- Provide company secretarial support to a portfolio of client companies.
- Construct correspondence to clients and other agencies.
- Learn how to use company secretarial software (Diligent Entities) in order to maintain the clients' statutory registers electronically.
- Learn to prepare annual confirmation statements and other statutory forms for Companies House from the information provided using Diligent Entities.
- Obtain knowledge of the Companies Act 2006 and matters such as persons of significant control.
- Learn to draft board minutes and shareholder resolutions to make relevant changes to a company (with supervision).
- Learn how to incorporate UK companies and UK establishments of overseas entities on behalf of the firm's clients.
- Ensure that clients are afforded the best possible response.
- Carry out any other administration tasks that may be required by the management team.
- Open and close client matter codes using our inhouse software.
- Learn our client onboarding process, such as antimoney laundering requirements, setting up new clients on our internal systems and preparing engagement letters.
- Ensure that correct records are kept and that client files are kept up to date.
- Assist your manager with monitoring financial performance of the team.
- Have knowledge of the service lines within Forvis Mazars to enable the promotion of the firm.
What are we looking for?
- Must be committed to qualifying as a Chartered Secretary.
- Must possess strong organisational skills and good communication skills, both written and verbal, and have an excellent attention to detail.
- A reasonable level of awareness of client needs within a service environment.
- A basic understanding of company secretarial practices or business skills.
- An interest in corporate governance and company law.
- Ability to prioritise workload to ensure deadlines are met.
- Ability to work on one's own initiative and as part of a team.
- Knowledge of the maintenance of statutory records using Diligent Entities (desirable).
- Must be able to demonstrate computer literacy, with understanding of Microsoft packages including Word and Excel.
- Commitment to selfdevelopment & learning.
- Affinity with our values; in particular, respect for individuals, diversity and integrity.
- Must have a flexible attitude to working with strong adaptability.
- Attained a Grade B or above in GCSE (or equivalent) English Language and Maths. (Essential)
About Forvis Mazars
Forvis Mazars is a leading global professional services network.
The network operates under a single brand worldwide, with just two members:
Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.
Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world.
Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture.
We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging.This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action.
At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose.We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential.
Being inclusi