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Isle of Man
Hours Per Week: 35 hours
Accountabilities
- Obtain client due diligence information and documents, ensure materials remain up to date, and conduct regular risk reviews on client files.
- Prepare annual returns and submissions.
- Incorporate companies.
- Change company details.
- Update and maintain company registers.
- Update and maintain beneficiary owner register.
- Draft minutes for companies and trusts.
- Support the dissolution and re-domiciliation of companies.
- Manage day-to-day company administration for an allocated client portfolio.
- Prepare supporting minutes and certified documents for bank account opening.
- Prepare billing and arrange signatures on agreements.
Personal Specification
Skills
- Strong communication skills, both written and oral.
- IT literate – proficient in Microsoft Office.
- Highly organized with attention to detail.
Knowledge/Qualifications
- Legal, ICSA, or STEP qualifications.
Experience
- Experience in a Company Secretarial department.
- Experience providing quality service to clients and maintaining a high-standard client portfolio is advantageous.
Values
- Results-oriented.
- Strong commitment to good customer service.
- Ability to prioritize and meet deadlines.
- Self-starter with initiative, collaborative across departments.
- Discrete, professional, and responsible with client confidentiality.
What We Offer
- Private Medical Insurance from day one, with wellbeing benefits.
- Regular socials and sponsored events.
- Attractive pension package.
- Life assurance.
- Cycle to work scheme.
- Season ticket loan scheme.
About Us
Our Client is an independent professional services firm focused on client service and care. We manage a portfolio of businesses and private clients worldwide, offering services including taxation, audit, accountancy, outsourcing, captive insurance, pensions, company and trust administration, and corporate finance.
The team comprises qualified chartered accountants, tax planners, secretaries, bankers, IFA’s, and pensions practitioners, with offices in London, Bristol, Isle of Man, Dubai, and Ireland.
We are experiencing growth and offer opportunities for engaging work across departments, fostering collaboration, and providing tailored client solutions. We are committed to internal development and high-quality service delivery to high-net-worth clients.