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

Role overview

Qualifications and experience

• Degree required.
• Corporate governance qualification, such as STEP or ICSA, or currently pursuing one.
• ICSA- or ACCA-qualified or ongoing; the posting also cites STEP, ICSA, or a similar corporate governance qualification.
• Relationship management experience with DIFC- or ADGM-based private clients in corporate, trust, or fiduciary services.

Company secretarial services

• Prepare directors’ and shareholders’ resolutions; maintain registers and share certificates; handle licence renewals, annual returns, and annual financial statement submissions.
• Prepare compliance checklists and organize board meetings; draft agendas and compile board packs.
• Attend board meetings as secretary, provide compliance updates, record attendance, draft minutes and action points, and circulate them to directors.
• Process changes to shareholding, officers, company names, and other details, including resolutions and online applications.

Administration and banking

• Prepare transfer instructions and letters, and follow up with banks for SWIFT details.
• Prepare bank account opening forms, liaise with banks, and attend banker meetings with required documents and information.

Company setup and migration

• Liaise with authorities for online portal access; prepare setup forms, resolutions, and powers of attorney for client signature, subject to relationship manager authorization.
• Upload KYC and signed documents to SharePoint or FileSite; complete and submit online applications and respond to authority queries.
• Coordinate client and authority signing appointments; follow up for licences, registration certificates, and constitutional documents, then circulate issued documents.
• Submit post-licensing work and advise clients on requirements such as auditor appointment, company stamp, letterhead, and PSA.

Visa services

• Draft 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 and resolve or escalate complaints.
• Set up job fees and credit memos, issue invoices and credit notes, follow up on payments, and assist with work-in-progress reviews and write-offs.