Our client is seeking to appoint a Closing Case Officer to join their Trust business.

The closing case units’ purpose is to support the business unit and complete the day-to-day activities involved in the closing of client structures once a formal request for action has been received. The closing case unit are responsible for all activities, BAU and closing related, where the client has given clear instructions to transfer the assets to another service provider or wind up and distribute the assets and or where the business have given notice to the client to exit and transfer their assets to another service provider.

Requirements:

• Knowledge of legal, regulatory and industry requirements in each jurisdiction
• Knowledge of business processes, standards, policies and procedures
• Strategic & Commercial awareness
• Communication – written and oral
• Decision making
• Planning and organisation
• Reliability

For more information, please contact Ben on 01534 707811 or email your CV to jobs@excel-recruitment.com