Senior Project Officer ( 6 Month Contract )


Job Description

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We have a great opportunity for a Senior Project Officer to join an independently owned provider of private client, corporate and fund services on a 6 Month Contract.



The responsibilities of this role are to assist with the migration of Trust and Company bank accounts from one banking service provider to another including, but not limited to:

  • Co-ordinate client communications regarding bank account migration and applicable fees and track responses
  • Co-ordinate completion of bank account opening forms and provision of necessary supporting documentation as required.
  • Issue instructions to close existing bank accounts and transfer funds to new bank accounts when opened.
  • Track progress and provide reporting on the status of the bank account migration and manage any action required by the Administration Team.
  • Assist with ad-hoc tasks related to the project as and when required.



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

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