Monday 02 October 2023
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Operational File Reviewer



Hours:Full Time

Full Description

This is a great opportunity for a Operation File Reviewer to join a financial and fiduciary servicescompany.   The role holder will be responsible: Reviewing client trust and company files Completion of File Review Check List Check paperwork has been scanned and filed correctly i.e., Minutes, Loan Agreements, Share Certificates Check broker statements have been recorded on the File Review Register and that they are then scanned and filed Ensure Letter of Wishes is up to date Check Management Fees have been paid   More information about the role is available upon request contact the team today for further details.

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