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

Role overview

Candidate profile

• A degree is required.
• ICSA or ACCA qualification or ongoing study is required.
• A corporate governance qualification such as STEP, ICSA or similar, or current study toward one, is sought.
• Relationship management experience with DIFC/ADGM private clients in corporate, trust or fiduciary services is sought.

Company secretarial services

• Prepare directors' and shareholders' resolutions, registers, share certificates, license renewals, annual returns and annual financial statement submissions.
• Prepare and circulate compliance checklists; organize board meetings; draft agendas and board packs; attend meetings as secretary and provide compliance updates.
• Record attendance and minutes, identify action points, and circulate meeting records to directors.
• Process changes to shareholding, officers and company names, 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 client documents and information.

Company setup and migration

• Request authority portal access and 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 online applications and submit required documents through authority portals.
• Follow up on initial approval queries, coordinate signing of the Memorandum and Articles of Association and lease arrangements, and follow up on license and registration issuance.
• Circulate issued documents, submit post-licensing requirements, and inform clients about follow-up such as auditor appointment, company stamp, letterhead and PSA.

Visa services

• Prepare 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 manage complaints by providing solutions or escalating issues.
• Create job fee setups and credit memos, issue invoices and credit notes, follow up on invoice payments, and assist with work-in-progress reviews and write-off decisions.