Full Description

• Ownership of the closing process, this includes preparing a detailed plan to schedule key milestones, workstreams and activities.
• Lead the onboarding of the new business, acting as the main point of contact for the client and other third parties, such as lawyers and tax advisers.
• Provide weekly updates (daily updates closer to closing dates) to the Senior Management Team on the status of the closing.
• Work collaboratively with the Head of Business Development, Client Directors, CDD and Compliance teams to ensure that the timetable for closing is adhered to and that any matters arising are escalated on a timely basis.
• Work collaboratively with the client facing accounting and admin managers to ensure a coordinated approach to the new business/client relationship and handover.
• Complete any required comprehensive reviews to ensure quality output.
• Focus on high level issues for the team and initiate actions to resolve issues.
• Ensure all procedures, workflows and systems are completed and/or updated, as appropriate, in a timely manner.
• Ensure compliance with statutory and regulatory requirements. Where events occur, addressing the root cause and working with appropriate colleagues to implement solutions.
• Produce a handover pack for client facing teams, to ensure a smooth transition from the closing team to the client facing team.
• Support additional ad hoc work when requested.

Candidates will have established relevant experience, with a strong technical knowledge of corporate and funds legislation and regulations and hold ICSA diploma/ACCA or equivalent qualification

For more information, please get in touch!

For more information please visit https://careers.asl-jersey.co.uk/careers/job/34244.

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