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

Role overview

Qualifications and experience

• Degree holder.
• ICSA or ACCA qualified or ongoing.
• The ideal candidate has a corporate governance qualification, such as STEP, ICSA, or similar, or is currently pursuing one.
• 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 license renewals and annual returns.
• Submit annual financial statements and compliance checklists; organize board meetings; prepare agendas and board packs.
• Attend board meetings as secretary, provide compliance updates, record attendance, draft minutes and action points, and circulate them.
• Process changes to shareholding, officers, and company name, 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 meetings with bankers to provide documents and information.

Company setup and migration

• Request portal administrator access from authorities and prepare setup forms, resolutions, or powers of attorney for client signature, subject to relationship manager authorization.
• Upload KYC and signed documents, complete online applications, submit required documents, and respond to authority queries.
• Coordinate client signatures and lease arrangements; follow up on license and registration issuance and circulate company documents.
• Submit post-licensing work and inform clients about requirements such as auditor appointment, company stamp, letterhead, and PSA.

Visa services

• Draft visa forms, 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, manage complaints, and resolve or escalate issues.
• Create job fee setups and credit memos, issue invoices and credit notes, follow up on payments, and assist with work-in-progress reviews and write-offs.