Client Agreement Administrator
This Private Wealth, Corporate and Fund services companyis looking for someone to join them for around 4 or 5 months to take on a re-papering exercise across the business where updated Fee Schedules, Client Administration Agreements and Terms & Conditions will be provided to all clients.
Interrogating DMS for previous CAAs and correspondence relating to fees
Drafting new Fee Schedules where relevant
Drafting new CAAs where relevant
Maintaining monitoring spreadsheet
Assisting Client Relationship Managers with communications to clients if required
Our client is looking for someone with a strong background in financial services and the ability to work unsupervised.
More information about the role is available upon request contact the team today for further details.
For more information please visit https://www.alexanderdaniels.gg/job/client-admin-agreement-contract/.
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