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

Overview

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