Company Secretarial Manager

Reports to the Senior Client Relationship Manager

We have an exciting opportunity for a Client Relationship Manager to join our Real Assets team. You will be responsible for administering a number of corporate services structures whilst effectively managing client relationships. You will manage a team of corporate administrators and trainee corporate administrators whilst working alongside a team of Company Secretaries and Accountants, reporting to a Senior Client Relationship Manager. Your expertise will be key to the award-winning outsourced solutions that the Group provides to our clients.

What you’ll be doing

• Act as first point of contact for a number of corporate clients including Companies, Limited Liability Partnerships, Limited Partnerships and Charities
• Act as level “B” 4-eyes signatory on payments and administration matters, ensuring that company policies and professional and regulatory guidelines are adhered to, and that a professional quality service is provided to clients and outside contacts
• Ensure all operational procedures and ISAE controls are suitably evidenced via workflows in the core administration system (ViewPoint)
• Manage client work including various fund and corporate administration activities such as calls and distributions, cash flow monitoring, payments, investor and client reporting and hoc client queries
• Manage the orderly and timely on-boarding of new clients including company formations, entity migrations and the opening of bank accounts
• Set up and maintain all client data on internal systems
• Perform client reviews
• Assist both the Company Secretarial and Accounting teams, as and when required, with various client and team matters
• Review and 4-eye check submissions to regulators
• Liaise with legal, tax and other professional advisors, where appropriate
• Take responsibility for the billing of clients including analysis of time spent, and the management of aged debtors
• Supervise and assist in the training and development of staff
• Participate in the appraisal process for members of staff
• Contribute to team and group-wide projects as required

What we’re looking for

• Proven legal and administration experience supported by a relevant professional qualification (Chartered ICSA level or equivalent)
• Experience in the administration of Companies, Limited Partnerships and Trusts
• Computer literacy skills are essential
• Excellent interpersonal skills are required to develop close working relationships with colleagues, clients, and business contacts
• Some people management experience is preferable
• Evidence of managing a small client relationship or part of a major client relationship.

We will provide the training, both in house for relevant technical knowledge and professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.