Management of the distribution of regular reports to the various Fund Accountants, Depositories and/or Trustees including the weekly creation and liquidation…
Supporting handover of client to BAU teams, ensuring all appropriate governance and sign-off has been finalised.
Manages general office duties to ensure company processes run smoothly. Assists with director duties and corresponds with clients, customers, and vendors.
Support the wider compliance team with marketing sign off. Redesigned the whole business loan process from start to finish – our record is three minutes, 26…