Manager / Assistant Manager (Private Clients) - Corporate Services Provider/ Fund Administration firm
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Key skills for this role
About the Role
An international corporate services provider in DIFC seeks an Assistant Manager for Private Clients. The role involves company secretarial services, corporate administration, bank account opening, company setup, visa services, and client relationship management.
Key Skills for This Role
Responsibilities
- Prepare directors and shareholder resolutions
- Prepare and update registers and share certificates
- Apply for license renewal and file annual returns
- Submit annual financial statements
- Prepare and circulate compliance checklist to directors
- Organize board meetings, draft agenda, compile board pack, attend as secretary, and draft minutes
- Handle change in shareholding, officers, company name etc. including resolution drafting and online application
- Prepare transfer instructions and letters
- Prepare bank forms for account opening and liaise with banks
- Manage company setup/migration including online applications, KYC, and follow up with authorities
- Handle visa services including form drafting, document collection, and follow up
- Liaise with clients, manage complaints, and handle job fee setup, invoicing, and payment follow up
Requirements
- Degree Holder
- ICSA/ACCA Qualified or ongoing
- Corporate governance qualification such as STEP/ICSA or similar
- Relationship management experience with DIFC/ADGM based Private Clients related to corporate/trust/fiduciary services
Full Job Posting
Overview
- On behalf of our client, an international corporate services provider established in DIFC, we are looking for Assistant Manager (Private Clients) to join their team.
- The ideal candidate should have a corporate governance qualification (or currently pursuing) such as STEP/ICSA or similar as well as relationship management experience with DIFC/ADGM based Private Clients related to corporate/trust/fiduciary services.
Job Description Company Secretarial Services
- Preparation of directors and shareholder’s resolution.
- Preparation and updating of registers and share certificates.
- Application for license renewal, and filing of annual returns.
- Submission of annual financial statements.
- Preparation and circulation of compliance checklist to directors.
- Organisation of board meetings.
- Drafting of agenda, and compiling the board pack.
- Attendance to board meeting as secretary, and providing compliance updates to board as well as taking attendance and recording of the meeting.
- Drafting of minutes of meetings and action points and circulating to the board of directors.
- Application for change in shareholding, officers, company name etc. (including resolutions drafting and online application).
Corporate Administration
- Preparation of transfer instructions.
- Follow up with the bank for swift details.
- Preparation of letters.
- Drafting transfer instructions.
Bank Account Opening
- Preparation of bank forms for bank account opening.
- Liaison with the bank for bank account opening.
- Attendance at meeting with banker and provision of documents and information.
Company Set Up/Migration
- Liaison with authorities to request for online portal admin login.
- Drafting all required set up application forms and resolutions/POA to be signed by the client and sending them to the client (subject to RM authorization).
- Uploading all KYC and signed documents on Sharepoint or Filesite.
- Completing online application, uploading all required documents on the portal, and submitting the application online.
- Follow up and respond to queries from authorities for initial approval.
- Accompanying client for the signature of Memorandum and Articles of Association and lease is booked with client and authority.
- Follow up with Authorities for the issuance of the license, registration certificate, and Memorandum and Articles of Association.
- Circulating the license, registration certificate and Memorandum and Articles of Association.
- Preparation and submission of post licensing work/requirements.
- Inform the client to comply with the post licensing requirements: appointment of an auditor, company stamp, letterhead, PSA, etc.
Visa Services
- Drafting of forms and application for visa application.
- Collecting documents from clients and uploading on the respective application portal.
- Submitting an application online and arranging for payment/portal top up.
- Organising client’s medical visit and fingerprinting (The PRO accompanies the client).
- Arranging for submission of passport to the authorities for visa stamping.
- Following up with authorities and updating client until visa issuance.
Client Liaison and Relationship Management
- Liaising with the client with respect to jobs under process.
- Managing client complaints, and providing the solution/escalating.
Job Management
- Creation of Job Fee set up, credit memos.
- Drafting and issuance of invoices and credit notes.
- Follow up for payment of invoices.
- Assisting with the review of Work In Progress and in determining write offs.
Qualifications
- Degree Holder.
- ICSA/ACCA Qualified or ongoing.
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