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Search Results: 3 vacancies
- ...tasks and meet deadlines under pressure. Proficiency in MS Office (Excel, Word, Outlook) and CRM / policy admin systems (e.g. Astute... ...client queries regarding existing policies and investments Compliance & Record Keeping: Maintain accurate, up-to-date records on CRM...
- ...legal research skills. Ability to work under pressure, meet deadlines and deliver results. Able to make full use of Microsoft Office, MDA programmers and related Apps. Planning, Organising and Time Management. Excellent problem solving. Experience in...
- .... Liaise with clients, beneficiaries, legal advisors, and tax consultants to address inquiries and provide updates. Ensure compliance with all internal procedures and regulatory obligations (e.g., FATCA, CRS, AML/CFT). Assist with the onboarding of new trusts,...