Job Description
JOB PURPOSE The Business Support Assistant is responsible for supporting the delivery of exceptional client service by assisting the Banking Team with day-to-day administrative matters for clients, providing exceptional levels of service. MAIN RESPONSIBILITIES / KEY DUTIES Handle day-to-day administrative matters to support the Assistant Banking Managers and Business Support Assistant team (inc. payment processing, account opening, foreign exchange, deposit requirements etc.) Full compliance with regulatory requirements, risk appetite and Bank policies and guides to make sure we are providing good outcomes for our clients Support the maintenance of internal office systems, including data management and filing, to ensure efficient operations. Consistent and accurate use of CRM including addition of appointments, updating meetings notes, logging prospects, new and referred business etc. Preparation of documents, briefing papers, reports, returns and presentations as appropriate. This is ...
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