TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world.
We are a key part of our clients’ governance, providing them with critical administrative services that allow them to invest and operate safely around the world.
We make a complex world simple for them, with experts on the...
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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.
Key Responsibilities
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
Key Requirements
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
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