Company secretary role_Lead Associate - Operations

Job Description

Designation Associate / Sr. Associate Overall Purpose : Within agreed limits or the authority levels defined by the client for WNS, process transactions accurately, filing shareholder documents, communicate as and when required via emails, and ensuring at all times that the process is carried out efficiently within the approved guidelines and agreed timeframes. Responsible for managing and maintaining shareholder documentation and records, ensuring accuracy and compliance across various systems. This role involves processing subscription packs, updating shareholder information, and handling documentation related to share allotments and transactions. Principal accountabilities: Process Proactive management of Shareholder emails, accurately filing the share holder documents. Manage and update shareholder information. Prepare subscription packs for share classes by creating letters using Word and Mail-Merge, converting them to PDFs. Email subscription packs to shareholders via their corporate email addresses, timely and accurately. Chase and Clear outstanding pending shareholder payments. Add digital signatures and dates to subscription documents once they are returned by shareholders. Save completed documents to the appropriate shareholder folders. Save relevant signed documents related to Shareholder transactions into the appropriate shareholders folders. Ensure that all subsidiary share registers are updated and reconciled with both Excel files and PDF versions. Perform address and share comparison reconciliations among different application reports, ensuring consistency and accuracy across reports. Prepare and email side letters to shareholders via mail merge, ensuring all documentation is accurate and appropriately distributed. Should be able to work in a team to achieve Team Goals. To take process related initiatives. E.g. Preparing internal reports/MI To generate Process Improvement ideas People: Actively participate in team activities and initiatives to encourage a collaborative team approach. Adhere to the WNS & values. Actively support the Leader, assisting team members through technical skills. Key Skills: Excellent comprehension skills Flexibility with shifts Good touch typing speed Customer focus Ability to work with speed & accuracy under pressure Effective decision making skills Prioritizing & organizing Email writing skills Good written communication skills Ability to sustain pressure Company Secretarial domain knowledge would be an added advantage Experience: Experience in working for Secretarial Practice Role would be an added advantage. Experience of working for a corporate environment within the financial services or insurance sector. Experience of working within a client facing environment An understanding of company objectives and how own role contributes to these Awareness of regulatory environment and requirements including FCA rules, data protection, money laundering etc. Qualifications Qualifications: Graduate (any stream) Prior exposure in corporate services roles, preference for Company Secretarial background but not mandatory. Profile: