05 Aug Officer – Private Wealth Support
We have a new opportunity for an Officer in Private Wealth to join a leading provider of compliance, administration, asset and advisory services.
Key duties will include:
- Being actively involved in ensuring that FATCA and CRS reporting is collated and maintained up to date for all client entities
- Working closely with the Private Wealth Administration teams with regard to the completion of IRS FATCA forms and self-certificates for banks, brokers, etc.
- Ensuring that required information for new clients is collated in a timely manner to support the new business acceptance process for presentation to the committee
- Building and maintaining effective working relationships with the wider Private Wealth business
More information about this role is available upon request – contact the team today for further details.