Team Secretary

My client is looking for an experienced Team Secretary to join their company on a permanent basis. This is a wonderful opportunity to join a very reputable firm with a great working culture.

Duties include;

• Audio typing
• Audit bank letter requests to banks (electronically via confirmation.com or correspondence)
• Sending out accounts and filing* (if required)
• Creating and distributing monthly statements
• Diary management
• Preparation of Expenses
• Booking of train tickets and hotels
• Booking training courses
• Arranging lunches for client meetings as required
• Booking of meeting rooms and car parking spaces
• Preparing and sending new engagement letters to clients
• Sending of 64-8 forms to clients
• AML checks and requesting money laundering documents for clients (as appropriate)
• Dealing with overflow phone calls in the office
• Filing and scanning
• Binding of accounts as and when required
• Preparation and filing of confirmation statements
• Liaising with Company Registrations Online (CRO) regarding company secretarial issues
• Liaison with CRO to maintain and update shareholder information for all clients
• Ad hoc submission of forms to Companies House.
• Requesting new client authentication codes as required
• Providing occasional Reception Cover
• Meet and great clients at reception as and when required
• Assistance in opening and distributing client post/franking post
• Liaising with the bookkeeper with regards to fee balances
• Maintaining the cheques/cash in spreadsheet
• Banking of the cheques
• Attending and assisting in the running of marketing seminars as and when required
• Assisting the office manager on technical issues that arise
• Creation of new starter packs for employees*

Skills required;

• At least 3 years’ experience in a similar role
• Strong MS Office knowledge
• Confident
• Ability to work to deadlines
• Ability to work autonomously as well as part of a team

This is a great role for a team secretary or personal assistant looking for a new challenge. The job description is varied and you will be a valued member of the team.

Lily Shippen specialise in PA and administration recruitment across London and Manchester. Typical roles include Receptionists, Team Assistants, PAs, Office Managers and EAs across all industry sectors. We are a boutique agency and as a result, are unable to respond individually to the high volume of applications. If you are already registered with Lily Shippen, please do not hesitate to contact your consultant directly.