Senior Officer – Exits ( 6 Months Fixed Term Contract )



Job Description

We have a great opportunity for a Senior Officer ( Exits ) on a 6 Months Fixed Term Contract, working for a global professional services provider, that offers end-to-end wealth protection and support services.


Below are the core duties of the role, which is not exhaustive;

  • Responsible for the maintenance of the Relationship Exits Tracker, to ensure the data is kept up to date in terms of the progress made. Providing ad hoc reports may be required from time to time.
  • Responsible for arranging closure of various clients, including trusts, companies, foundations and partnerships. Closure may consist of liquidation/termination or transfer to another service provider.
  • Liaise with clients, advisors, accountants and Group departments to obtain necessary information and documentation to enable the exit to proceed, ensuring that all financial crime, fiduciary and operational matters are properly dealt with.
  • Prepare all correspondence, minutes, resolutions and ancillary documents required to achieve the relationship exit. Liaison with lawyers, where required and draft documentation where this cannot be prepared in-house.
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