Company Secretarial Advisor

Forvis Mazars cares about your career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong professional development.

About the team

Our Company Secretarial team works to support our clients to provide quality company secretarial and governance services. We ensure that our clients are compliant with the Companies Act and provide support to clients of all sizes. With the relentless pace of change you will need to be able to advise clients in areas such as company law, statutory compliance and share restructuring, while building enduring relationships that positions Forvis Mazars as a trusted adviser. The Company Secretarial team is part of our Accounting and Outsourcing team of more than 250 professionals and is growing across all areas including cloud accounting, payroll, financial reporting and company secretarial.

About the role

The role of a company secretary is to ensure accurate and timely statutory compliance and corporate governance for a range of UK and international clients. You will be the point of contact for a portfolio of clients, providing high quality advice and work with other teams to deliver an excellent client experience.

Role and Responsibilities

• Provide a full range of company secretarial services to an existing portfolio of clients.
• Operate company secretarial software (Diligent Entities) to prepare statutory forms for Companies House and maintain the clients' statutory registers electronically.
• Update and maintain computer-based records detailing the status and statutory records of each company.
• Carry out one-off and ad-hoc re-structuring and technical assignments liaising with accounts, audit and tax departments as appropriate.
• Draft board minutes and shareholder resolutions to make relevant changes to a company.
• Incorporate UK companies and UK establishments of overseas entities on behalf of the firm's clients.
• Obtain and demonstrate knowledge of the Companies Act 2006 and matters such as persons of significant control.
• Assist in marketing the services and skills of the CoSec department.
• Seek new opportunities and win new clients and assignments for the CoSec department
• Ensure that clients are afforded the best possible service including communications and application of technical skills.
• Be innovative and creative in providing CoSec solutions to support the work being done or proposed for by our accounts, audit and tax teams alongside developing a good working relationship across teams.
• Assist the manager with monitoring financial performance of the team.
• Assist the manager with training junior team members.
• Administer the onboarding of new clients in accordance with company policies and procedures.
• Assist with the preparation and ongoing monitoring of Know Your Customer / Client Due Diligence.
• Monitor regulatory or statutory changes and take appropriate action.

What we are looking for

• Must be committed to qualifying as a Chartered Secretary.
• Have at least 1-2 years of experience in the company secretarial field
• Must possess strong organisational skills and good communication skills, both written and verbal, and have an excellent attention to detail.
• Awareness of client needs within a professional services environment.
• Understanding of company secretarial practices or business skills.
• Experience of corporate governance and company law.
• Experience of incorporating companies.
• Experience of technical company secretarial assignments.
• Knowledge of the maintenance of statutory records using Diligent Entities (desirable).
• Attained a Grade B or above in GCSE (or equivalent) English Language and Maths. (Essential)

About Forvis Mazars

Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.

Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward. Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture.