SENIOR ADMINISTRATOR; AEOI REPORTING | ref. MF338
Job purpose & overall objective:
This role involves working as part of the Automatic Exchange of Information (AEOI) reporting team in relation to the ongoing implementation of FATCA and CRS across the group. Responsibilities will include the classification of client entities, review of account holders and controlling persons, calculating account valuations and managing FATCA/CRS data updates on Microsoft NAV for reporting purposes.
Are you the person for this role?
The ideal candidate will be STEP qualified (or equivalent) and have a working knowledge/understanding of trust & company accounts. Strong accuracy and organisational skills and the ability to work well independently and as part of a team is required.
To discuss this role further please email your CV to email@example.com or call us on 01624 698900, quoting reference MF338.