Do you have a knowledge and understanding of data protection requirements along with experience of working within a customer focused environment dealing with customers face to face and on the phone? If so, this temporary vacancy may interest you! As a Customer Services Assistant you will assist provide assistance to customers regarding the Office of the Superintendent Registrar services; including the administration and support of activities, facilitate customers access to services, supporting members of the public and key associated professionals, as well as update internal systems and data, including making changes to customer records e.g. change of address, and other customer or departmental related information to ensure accurate customer records are maintained.
A newly formed and exciting trainee opportunity has arisen on a permanent basis for a School leaver / A-level / Graduate to commence their career within the financial services sector, where full training and support will be provided, along with the opportunity to study towards a professional qualification. As a Trainee Administrative Assistant you will assist with the day to day administration of a portfolio of client entities, working within a small team of private client specialists, primarily alongside a Senior Trust Manager, Associate Director and Director. Duties will include drafting simple correspondence, assisting with completing new business take on forms, requesting CDD, preparing payment instructions as well as board/meeting packs for client meetings.
The purpose of this position is to assist with the routine day-to-day accounting and administration of a variety of corporate entities and trusts acting as Special Purpose Vehicles within fund structures under the direction of a Financial Reporting Manager. Responsibilities will include completing all aspects of the accounting of corporate entities and trusts including bookkeeping, interim and annual accounts preparation, dealing with routine audit queries, as well as assisting with some aspects of company secretarial matters including the preparation of filings for companies’ house and other regulatory bodies. If you are a qualified Accountant (ACCA/ACA) looking for a new challenge, then get in touch!
Our client is seeking several Reviewers to join their team, on a temporary full-time basis until December 2021, to assist with their AML Handbook project. The successful candidate will have financial crime compliance experience or experience of previous client file review / remediation projects, preferably in a banking context and be familiar with the Handbook. This is an opportunity not to be missed!
Our client is seeking two individuals to join their team, on a temporary full-time basis, for an initial period of 6 months, potentially leading to a permanent role, to assist with simple data entry inputting work. This role would suit candidates with basic IT skills and who don’t mind getting their hands a little dirty during stock moves in the warehouse.
A new and exciting opportunity has arisen for a Customer Service Manager to join our client’s team, on a 12 month temporary basis, to cover a maternity period. You will assist an assigned Relationship Manager to achieve financial targets by providing a strong support function, provide excellent customer service to existing and prospective clients, as well as assist in deepening existing client relationships through excellent customer service. If you have general Banking experience, preferably in a Private Bank Client Service role along with solid knowledge of banking practices and associated regulatory requirements and the willingness to speak/correspond to clients on a daily basis, then get in touch!
The purpose of this role is to provide support and assistance to the Directors, Managers and Administrators in connection with the professional trust and company administration services provided by the Group, primarily within the Real Estate business line. You will prepare annual financial statements, management accounts and other ad-hoc financial reporting from the accounting records of the client entities as maintained by the Administrator or Bookkeeper, post through Navision and Excel final bookkeeping entries required to produce financial reporting and perform year end ledger close-down procedures, assist with the bookkeeping of more complex client structures as well as provide additional bookkeeping and administrative assistance to other members of the team.
Do you have 3 years’ Appian experience as well as experience of application integration tools and techniques, including a firm understanding of information security and compliance processes, preferably in a fiduciary or financial services business? If so, this 12 month temporary vacancy may interest you! As an Appian Developer you will design, develop, document and support the use of the business process management (Appian) solution, identify, harness and combine the Group’s technology platform components with the BPM solution, as well as carry out data analysis, data migration, consolidation and application integration related to the BPM solution and the core business applications. This position requires a strong skill set covering system analysis, data analysis, data management, reporting, planning and business intelligence as well as operational and risk knowledge.
