Company Description
Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance
We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.
With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark withOcorian.
Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.
Trust: We're a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.
Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.
Job Description
Purpose of the Job
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 (Provided as part of our set up 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
Additional Information
All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:
- We are CLIENT CENTRIC Clients are at the centre of our world, and we're committed to providing expertise and specialist solutions to meet their most complex challenges.
- We are AMBITIOUS We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
- We are AGILE We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
- We are COLLABORATIVE With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
- We are ETHICAL We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships. Equal Opportunities for Everyone
Please let us know if there's anything we can do to make the process easier for you. You can reach us at [Confidential Information].
We're an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.
