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TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. Our 11 000+ experts and 125+ offices in 87 jurisdictions worldwide serve corporates, financial institutions, asset managers, private clients and family offices, providing the combination of accounting, tax, payroll, fund administration, compliance and entity management services essential to global business success
The Company Secretarial Specialist will support junior and more experienced team members with the delivery of company secretarial services to TMF’s clients. All company secretarial and associated tasks must be completed in an efficient, professional and timely manner, providing a high quality of service to the client. In addition, required to maintain a good working relationship with the client, answer queries and provide them with any requested documentation.
- Responsible for meeting company secretarial compliance requirements through accurate, complete and timely processing of annual compliance
- Ability to provide strong board and committee support with the minute taking is essential
- Supports Company Secretarial Assistants and Trainees, whilst maintaining overall responsibility for task accuracy and completeness, keeping the Client Account Senior Manager or Line Manager updated as appropriate
- Responsible for meeting the indicated deadlines for each allocated client tasks
- Performing tasks in compliance with company policies relating to company secretarial services, ensuring requirements are followed consistently and in full
- Performing tasks in compliance with company legislation, data protection and control risk within company secretarial function
- Perform standard defined tasks to on board new clients
- Identify out-of-scope service and providing respective information to the Client Account Senior Manager or Line Manager as appropriate
- Sound knowledge of UK Companies Act 2006 and working knowledge of UK corporate law
- Knowledge of The Economic Crime and Corporate Transparency Act (“ECCT”) (UK) that received royal assent on 26 October 2023 that are being implemented in stages; knowledge of the Corporate Transparency and Companies House reforms.
- Experience working with Funds clients specifically knowledge working with a portfolio of both PE (Private Equity) & REIT (Real Estate Investment Trust) clients
- Knowledge of the accounting and statutory reporting requirements of UK Entities i.e. Limited Companies, LLPs & LPs
- Ensures clients are billed in accordance with the engagement including any out-of-scope work.
- Escalates any concerns to Client Account Manager or Line Manager in a timely manner
- Uses TMF’s company secretarial software effectively i.e. Diligent Entities & ViewPoint (GEM)
- Maintains relevant databases, client records and other tracking tools as required
- Provides administrative support to the company secretarial team as required
- Attends client meetings as required including the preparation of the agendas, taking & drafting minutes and follow-up actions
- To undertake any other duties as reasonably expected for the role
- A detailed knowledge of UK company secretarial transactions and annual compliance
- Resourceful, independent and strong problem-solving abilities
- Able to articulate and communicate with clients in a concise and professional manner
- Board Support Experience is essential
- Excellent drafting skills
- Effective time management i.e. ability to organise and prioritise tasks to meet deadlines. Good research skills and relevant technical knowledge are required to deliver an efficient service to the clients in a timely manner
- Willingness to learn and work with software such as DAX 365, Diligent Entities, Fernergo
- Fluency in English is essential
Pathways for career development
- Work with colleagues and clients around the world on interesting and challenging work
- We provide internal career opportunities, so you can take your career further within TMF
- Continuous development is supported through global learning opportunities from the TMF Business Academy
Making an impact
- You’ll be helping us to make the world a simpler place to do business for our clients
- Through our corporate social responsibility program, you’ll also be making a difference in the communities where we work
A supportive environment
- Strong feedback culture to help build an engaging workplace.
- Our inclusive work environment allows you to work from our offices around the world, as well as from home, helping you find the right work-life balance to perform at your best