families, and family offices worldwide. As a Banking & Investment Support Officer, you'll be an in the banking and investment sector. Reporting to the local Team Ops of Client Support - Banking and Investments
families, and family offices worldwide. As a Banking & Investment Support Officer, you'll be an in the banking and investment sector. Reporting to the local Team Ops of Client Support - Banking and Investments
related to customer staff assignments
records. File financial documents like invoices and bank statements. Process cashbooks and journals on Pastel fixed asset register and calculate depreciation. Bank reconciliations. Liaise with auditors and manage
Facilitate the setup of Funds and Investors including bank account creation and CRM setup. Responsible for
leaders. Handle customer service calls within the banking sector . Ensure all outbound calls are conducted
Facilitate the setup of Funds and Investors including bank account creation and CRM setup. Responsible for
leaders. Handle customer service calls within the banking sector . Ensure all outbound calls are conducted
company results. Managing working relationships with Banks on ensuring compliance and management of relevant
reconciliations of the following: Balance Sheet Bank reconciliations Accounts payable reconciliations