Secretary

About the role

•  Preparing, typing and filing client correspondence in line with firm procedures 
•  Managing engagement letters and sending documentation through client portals 
•  Supporting billing processes, including printing and issuing invoices to clients 
•  Assisting with new client onboarding and completion of client forms 
•  Supporting proposal preparation for prospective clients 
•  Providing general administrative support across the office 
•  Carrying out bulk scanning and document management tasks 

•  Acting as a key point of contact for clients and colleagues 
•  Handling incoming calls and correspondence professionally and efficiently 
•  Ensuring all communications are responded to within agreed deadlines 
•  Providing reception cover when required and helping maintain a welcoming office environment 
•  Assisting with the organisation of internal and external events 
•  Supporting company incorporations and company secretarial processes 
•  Managing officer appointments and company changes 
•  Processing share transfers, allotments and dividend documentation 
•  Preparing and filing confirmation statements and dormant accounts 
•  Assisting with registered office changes, company dissolutions and related filings 
•  Supporting Land Registry searches and bank audit requests

What we can offer

• Financial wellbeing – competitive salary, contributory pension scheme, Life Assurance, Health Cash Plan, Income Protection Scheme and Perks at Work discounts and rewards. 
• Leave – 20.5 days plus bank holidays, holiday buying Mental wellbeing – hybrid working (3 days in the office/2 from home) and flexible working policies, Employee Assistance Programme and counselling
• Physical wellbeing –Private Medical Insurance, Critical Illness Insurance and an annual flu jab. 
• Recognition – monthly nominations for financial awards based on culture and values
• Development – we offer continuous support and development with clear mapped progression routes across the business, as well as access to internal and external training courses
• Diversity, inclusion and belonging – we operate several family-friendly policies and take proactive steps to create an inclusive environment
• ESG – give as you earn, 1 extra day off each year to take up volunteering opportunities. Opportunities to support our commitment to charitable causes
• Travel – other optional benefits include: cycle to work scheme, interest-free season ticket loan (London only), interest-free car/motorbike loan