
Ocorian
Job Description
- Job title: Assistant Relationship Manager
- Department: Client Services
- Jurisdiction: Dubai
- Reporting to: Associate Director, UAE
Job Responsibilities:
- · 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 writeoffs
Qualifications
- · Degree Holder
- · ICSA/ACCA Qualified or ongoing