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Company Secretarial Trainee

2 months ago


Milton Keynes, Milton Keynes, United Kingdom Forvis Mazars Full time
About the Role

We are seeking a highly motivated and organized Company Secretarial Trainee to join our team at Forvis Mazars. As a Company Secretarial Trainee, you will play a crucial role in supporting our clients with their company secretarial and governance needs.

Key Responsibilities
  • Provide company secretarial support to a portfolio of client companies, ensuring compliance with relevant laws and regulations.
  • Construct correspondence to clients and other agencies, maintaining a professional and courteous tone.
  • Learn how to use company secretarial software (Diligent Entities) to maintain clients' statutory registers electronically.
  • 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.
  • Draft board minutes and shareholder resolutions to make relevant changes to a company (with supervision).
  • 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, addressing their needs and concerns.
  • Carry out any other administration tasks required by the management team.
  • Open and close client matter codes using our in-house software.
  • Learn our client onboarding process, including anti-money 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 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.
Requirements
  • Commitment to qualifying as a Chartered Secretary.
  • Strong organizational skills and good communication skills, both written and verbal, with 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 prioritize 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).
  • Computer literacy, with understanding of Microsoft packages including Word and Excel.
  • Commitment to self-development and learning.
  • Affinity with our values, particularly respect for individuals, diversity, and integrity.
  • Flexible attitude to working with strong adaptability.