A great opportunity with a local Wealth Management Company who requires a proactive candidate with at least 5 years experience in account opening along with full working knowledge of the GFSC handbook.
This is a pivotal role established in order to meet internal, external and regulatory requirements and to assure that high standards of client documentation are met.
Key duties will cover the overview of client documentation, the control and review of static data including client records, monitoring and reporting outstanding documentation to Senior Management, undertaking ad-hoc projects and assisting with drafting of procedures manuals where required.
We are keen to hear from highly organised candidates who are a team player, and ideally holding or working towards and ICA qualification.