Company Secretarial Manager

Company Secretarial Manager

Job Title: Company Secretarial Manager
Contract Type: Permanent
Location: Guildford, Surrey
Salary: £50000.00 - £55000.00 per annum + benefits
Reference: BBBH20662_1616320207
Contact Name: Leena Myers
Contact Email:
Job Published: March 21, 2021 09:50

Job Description

*Your opportunity to join the Business Services and Outsourcing ("BSO") team providing company secretarial support to clients of the firm'ss Southern Region, working closely with the other BSO managers, along with local tax and audit teams. There will also be a proportion of work received from other regions, including London, and enquiries from network offices around the world regarding inward investment opportunities.
*As a company secretarial manager you will have responsibility for advising staff on all aspects of company secretarial work, undertaking advisory work for clients, undertaking compliance work as necessary and supervising junior staff. You will also liaise with, and support, company secretarial managers and staff in other offices as necessary. You will take responsibility for all aspects of service delivery from client take on to completion of a job, ensuring that all assignments are delivered to a high quality and within agreed timescales, reporting directly to the Southern Region BSO partner.
*Another key aspect of the role will be taking responsibility for proactively contributing to the management of all company secretarial business development activity. This will include preparing pricing for new opportunities, production of proposals and collaborating on the day-to-day management of the pipeline of opportunities.
*In addition to client facing work and business development activity you will also work to provide support to the wider company secretarial team on issues including resourcing, coaching and feedback to more junior members of staff, ensuring compliance with the stream's policies and procedures and the firm's risk management procedures.


Servicing clients
*Act as a major point of contact within the firm for company secretarial compliance and advisory work. This includes responding quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided and maintaining regular contact with clients.
*Conduct rigorous project and financial management on all projects, completing projects within agreed timescales and raising issues with clients in a timely manner.
*Engage with clients directly on technical queries and challenges.
*Take responsibility for the financial management of, and maximising profitability from, a portfolio of clients.
*Ensure that the firm's risk management and quality control procedures are adhered to at all times.
*Liaise with central departments on risk management, technical and other matters.

Business development
*Act as lead support in respect of sales and marketing for the Southern Region company secretarial function, along with participation in national company secretarial initiatives with the wider company secretarial team. This will include developing, implementing and embedding operational processes and being responsible for "making things happen" in relation to business development.
*Act as lead support for the senior management team in the development of new company secretarial business relationships and business proposals.
*Engage in networking and building internal and external relationships to identify new business and sales opportunities for new and existing clients.
*Contribute to the development and maintenance of brochures, marketing campaigns, and the company secretarial profile throughout the firm.
*Contribute to the preparation of fee quotes for new work, bid documents and bid presentations.
*Collaborate on the day-to-day management of the pipeline, ensuring all opportunities are recorded and proactively followed up.
*Identify and recognise business and sales opportunities with new clients, and inform the senior management team as appropriate.
*Support the senior management team with the implementation and communication of any new business strategy for existing clients, target clients and the internal business.

Resource allocation, training and development
*Ensure assignments are staffed with the appropriate mix of knowledge and skills required.
*Recruit, retain, develop and motivate our employees, ensuring job appraisal documentation is completed within deadlines and ensure that appropriate objectives and development plans are in place for counselees.
*Work as part of the management team with other managers within the business group (e.g. resource planning, performance rating meetings and efficiency gains).
*Report into and work with the wider Manager team.
*Assist in the development and delivery of training of the company secretarial team.
*Act as a role model for the team.

*Graduate, associate or fellow of the Chartered Governance Institute (formerly ICSA).
*Experience in a managerial position in a professional firm, listed PLC or dedicated company secretarial provider.
*Experience of using Diligent Entities (formerly Blueprint) company secretarial software.
*Ability to communicate and work with the firm's staff at all levels in the UK and around the world along with directors of client companies and their professional advisers.
*Managing and developing staff, i.e. co-ordinating staff projects, mentoring, counselling, appraising, recruiting etc.
*Ability to prioritise and plan effectively, adopting a logical and methodical approach in order to meet tight deadlines.
*Proven experience in managing projects and teams in a project management framework.
*Working knowledge of financial products, firm services, issues regarding advice, regulation and compliance, including anti-money laundering.
*Working knowledge of Microsoft packages including Word, Excel and PowerPoint.
*Some familiarity with financial statements.
*Business development experience - ability to contribute to the identification and conversion of opportunities to sell work.