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Secretarial Charity Board Support
Policy Review Support
Alcester, Warwickshire

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Call Now - 35 Years Expertise
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35+ Years Admin Experience

Charity Compliance Support

Annual Report Preparation

Supporting UK charities with expert governance and administrative solutions

At JR Admin Assist, we understand the unique governance and compliance requirements facing charities in the UK.

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We handle the administrative tasks, so you can focus on achieving your mission, confident that your governance framework is robust, compliant, and efficient.

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We can support your charity by:

Governance & Compliance

Ensuring the charity complies with legal requirements, including the Charity Commission and Companies House regulations.

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Advising the board on governance best practices, updating board members on relevant legal changes, and supporting compliance with the charity’s governing documents.

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Keeping up-to-date records of trustees' interests and managing conflicts of interest.

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Coordinating and preparing for board evaluations and supporting the board with policy updates and training.

Board Meeting Administration

Organising board meetings, including scheduling, creating agendas, distributing papers, and ensuring minutes are recorded accurately.

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Maintaining confidentiality while providing accessible records of discussions, decisions, and actions taken.

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Ensuring that board meetings follow the agenda, that decisions are documented, and that any required follow-up actions are tracked.

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Record-Keeping & Documentation

Maintaining accurate records, including minutes, decisions, and statutory registers.

 

Safeguarding important documents such as the charity’s governing documents, policy files, and annual reports.

 

Ensuring legal documents, such as trustee appointments, removals, and other governance documentation, are completed and filed on time.

Communication & Coordination

Acting as the point of communication between the board, staff, and external stakeholders, including regulators.

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Communicating decisions made by the board to relevant parties and ensuring actions from meetings are implemented effectively.

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Liaising with professional advisors, such as lawyers or accountants, on governance or regulatory issues.

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Support to Trustees & Directors

Supporting board member induction, orientation, and ongoing training.

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Ensuring trustees are aware of their roles, responsibilities, and liabilities and that they receive the information needed to fulfill their duties.

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Assisting with trustee recruitment, appointment, and exit processes.

Annual Reporting & Filings

Preparing and submitting the charity’s annual report, accounts, and any required financial statements to the Charity Commission and Companies House.



Coordinating the filing of other statutory reports as required, ensuring timely submission and compliance with deadlines.

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What Our Customers Say

T.H.

I have no hesitation in recommending Julie 

Julie acts as our Secretary to the Board of Trustees and also supports our SMT.

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She has helped our charity develop systems and improve our governance procedures. I have no hesitation in recommending Julie and her team.

CEO - Charity based in Birmingham 

Need a helping hand?
Let’s make a bigger impact together!

Call now for professional secretarial and admin support for charities.

Contact Us

JR Admin Assist Ltd.

Office 15, Severn Court Offices,

Tything Road East,

Kinwarton,

Alcester,

Warwickshire B49 6ER

Opening Hours

Monday - Friday: 09:00 - 17:00

Saturday - Sunday: Closed

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Out of hours support available on request.

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JR ADMIN ASSIST LTD, registered as a limited company in England and Wales under company number: 09118199.

Registered Company Address: Severn Court Offices, Tything Road East, Kinwarton, Alcester, Warwickshire, B49 6ER.​

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