13 Mar 2019

New Business Officer

Ref 30437

Our client is looking for an extremely organised individual, who relishes the challenge of a busy role, to join their team as a New Business Officer.

Key duties:

  • Deal with the flow of enquiries for fiduciary, corporate, fund and employment and payroll services
  • Assess due diligence requirements for on boarding new client relationships.
  • Complete on-boarding forms and presentation of complete new business file for sign off
  • Ensure the smooth transfer of new business to company secretarial/administrative staff.
  • Assist with the production of reports from time to time for the benefit of the various Boards.
  • Assist with maintenance of operational and strategic business systems and spread sheets as required, on an on-going basis
  • Draft proposal packs, including fee quotes

This position requires someone who has a positive and professional style of communication both verbally and written, have good IT literacy skills and have previous company secretarial and/or compliance experience.

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