Supervisor - Proposal & Onboarding

DTOS is seeking a Proactive and Detail-Oriented Supervisor - Proposal & Onboarding to prepare accurate, compliant proposals, manage client documentation and ensure smooth integration of new clients into our systems.

Important! Kindly use below link to apply:

https://jobs.dayforcehcm.com/en-AU/ibltogether/DTOSSITE/jobs/2393

Key Responsibilities

• Draft tailored client proposals from business development briefs using standardized templates and pricing policies.
• Ensure accuracy of fee quotes, pricing structures, and compliance with discount guidelines.
• Coordinate follow-ups with prospects to support conversion and business development efforts.
• Collect and manage KYC and corporate documentation.
• Compile complete client files for compliance review and management approval.
• Prepare and issue standardized service agreements for new clients.
• Initiate billing for incorporations, retainer agreements, and other services.
• Enter and maintain client data in ERP/CRM systems accurately and consistently.

Qualifications & Experience

• Bachelor’s degree in Business Administration, Finance, Accounting, or a related field.
• 3–5 years’ experience in corporate services, fiduciary services, or client administration.
• Strong drafting, documentation, and organizational skills.
• Knowledge of compliance and KYC requirements.
• Excellent attention to detail and time management skills
• Client-focused mindset with strong communication skills.