Intertrust Group

Manager

Location
Australia
Salary
A competitive package of salary and benefits
Posted
15 Nov 2021
Closes
30 Nov 2021
Approved employers
Approved employer
Contract type
Permanent
Hours
Full time
Experience level
Manager

Key responsibilities include but are not limited to:

Client Management

  • To liaise with prospects/clients for details of services and preparation of proposal
  • To be in charge of the overall accounting of the companies and funds as assigned
  • To participate in the preparation of meetings with clients and external parties
  • To coordinate with the Compliance team and clients for the completion of KYC, to prepare the Client Acceptance Documentations, and to ensure all compliance are met
  • To review the documents received and conduct briefing on commencement of services
  • To attend to client enquiries, and to assist and guide the team for complex enquiries

Accounting

  • Bookkeeping – to follow up with clients for any outstanding documents, to review the data input by junior staff member
  • To review reports and financial statements for clients

For further information, and to apply, please visit our website via the “Apply” button below.

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