Manager (Private Clients) - Corporate Services Provider/ Fund Administration firm

Role Overview

Company Secretarial Services

• Prepare directors' and shareholders' resolutions, registers, and share certificates.
• Apply for license renewals, file annual returns, and submit annual financial statements.
• Prepare compliance checklists and organize board meetings.
• Draft agendas, compile board packs, attend meetings as secretary, provide compliance updates, and record minutes and action points.
• Apply for changes in shareholding, officers, company names, and related corporate details.

Corporate Administration and Banking

• Prepare transfer instructions and letters, and follow up with banks for SWIFT details.
• Prepare bank account-opening forms and liaise with banks regarding account opening.
• Attend meetings with bankers and provide required documents and information.

Company Setup and Migration

• Request online portal administrator access from authorities and prepare setup forms, resolutions, and powers of attorney.
• Upload KYC and signed documents to SharePoint or Filesite and submit online applications.
• Respond to authority queries and coordinate signatures for constitutional documents and leases.
• Follow up on licenses, registration certificates, constitutional documents, and post-licensing requirements.

Visa Services

• Draft visa application forms, collect client documents, and upload materials to application portals.
• Submit applications, arrange payments, organize medical visits and fingerprinting, and coordinate passport submission.
• Follow up with authorities and update clients until visa issuance.

Client and Job Management

• Liaise with clients regarding jobs in process and manage complaints by providing solutions or escalating issues.
• Create job fee setups and credit memos, draft invoices and credit notes, and follow up on invoice payments.
• Assist with reviewing work in progress and determining write-offs.

Qualifications

• A corporate governance qualification such as STEP, ICSA, or a similar qualification, or current pursuit of one, is expected.
• Relationship management experience with DIFC or ADGM-based private clients is expected.
• Relevant experience with corporate, trust, or fiduciary services is expected.
• A degree is required.
• ICSA or ACCA qualification, or ongoing study toward one, is required.