Understanding of private banking or investment management client service processes would be an advantage.• Business development and marketing to intermediaries and potential new clients.
Act as the primary point of contact for international clients in theadministration of their trust and corporate structures.
Ensuring that new business procedures are followed, particularly inrelation to the production of application forms and the gathering of CDD.
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Support the firm in developing and expanding the firm's Fund Administration service offering, including assist in establishing fund administration policies, workflows, standard operating procedures (SOPs) and quality control standards.
Provide technical guidance, mentorship and training to the Accounting team on fund accounting and fund administration matters.
Review fund accounting and financial reporting work prepared by the team and provide technical guidance where required.
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