Assistant Manager – Onboarding & File Review ( 12 Month FTC )


Job Description

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We have a fantastic role for a Onboarding & File Review Assistant Manager to join an established international finance centre on a 12 Month Contract.


The Assistant Manager is a member of a team charged with completing file reviews for the Company’s private wealth practice and resolving action points emerging from file reviews and onboarding. They will conduct reviews of the client book against a set methodology, identifying action points where relevant. They will take ownership of action points including requesting and evaluating CDD, papering client files, and preparing packs for the Business Acceptance Committee. They will work in an accurate and timely manner and provide good quality management information to the project manager


More information about this role is available upon request – contact the team today for further details.

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