Description:
Key Responsibilities Maintain and fulfil actions recommended by diary entries for corporate tax filings, advice updates, asset performance reviews, agents, attorneys or delegated functionary performance reviews, quarterly client calls (if applicable), financial account production deadlines, fee settlement discussions or chasers, quarterly nominal ledger requests for externally bookkept entities, CDD review and updates, breach/complaint/error remediation, client money reviews fee reviews and increases and any other future actions required by procedures or …