On behalf of our client, an international corporate services provider established in DIFC, we are looking for Assistant Manager (Private Clients) to joinn thier team.
The ideal candididate 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
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
