Manager (Private Clients) - Corporate Services Provider/ Fund Administration firm
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Key skills for this role
Role Overview
The employer is seeking an Assistant Manager (Private Clients) for an international corporate services provider established in DIFC.
The role supports private clients with corporate, trust, fiduciary, company secretarial, administration, setup, visa, and relationship management services.
Key Skills for This Role
Full Job Posting
Role Overview
The employer is seeking an Assistant Manager (Private Clients) for an international corporate services provider established in DIFC.
The role supports private clients with corporate, trust, fiduciary, company secretarial, administration, setup, visa, and relationship management services.
Company Secretarial Services
- Prepare directors' and shareholders' resolutions, registers, share certificates, license renewals, annual returns, and annual financial statement submissions.
- Prepare compliance checklists, organize board meetings, draft agendas, compile board packs, attend meetings as secretary, and record minutes and action points.
- Process changes to shareholding, officers, company names, and related online applications.
Corporate Administration and Banking
- Prepare transfer instructions and letters, follow up with banks for SWIFT details, and support corporate administration activities.
- Prepare bank account opening forms, liaise with banks, and attend meetings with bankers to provide documents and information.
Company Setup and Migration
- Coordinate authority portal access, prepare setup forms and resolutions or powers of attorney, and send documents to clients subject to relationship manager authorization.
- Upload KYC and signed documents to SharePoint or FileSite, complete online applications, submit documents, and respond to authority queries.
- Coordinate constitutional document and lease signing, license issuance, registration certificates, and post-licensing requirements.
Visa Services
- Prepare visa forms and applications, collect and upload client documents, submit applications, and arrange payments or portal top-ups.
- Organize medical visits and fingerprinting, arrange passport submission for visa stamping, and update clients through visa issuance.
Client and Job Management
- Liaise with clients about work in progress, manage complaints, provide solutions, and escalate issues when required.
- Create job fee setups and credit memos, issue invoices and credit notes, follow up on payments, and assist with work-in-progress reviews and write-off decisions.
Qualifications
- Degree holder.
- Corporate governance qualification such as STEP or ICSA, or currently pursuing a similar qualification.
- ICSA or ACCA qualified, or currently pursuing the qualification.
- Relationship management experience with DIFC or ADGM private clients in corporate, trust, or fiduciary services.
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