Closing Case Officer

  • Job Reference: 1512
  • Date Posted: 10 July 2024
  • Website: https://www.thomasdessain.com/
  • Location: Jersey
  • Salary: On Application
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

The closing case units’ purpose is to support the business unit and complete the day-to-day activities involved in the closing of client structures once a formal request for action has been received.
The closing case unit are responsible for all activities, BAU and closing related, where the client has given clear instructions to transfer the assets to another service provider or wind up and distribute the assets and or where, as a business, have given notice to the client to exit and transfer their assets to another service provider.
Areas of responsibility:
- Dissolution of company / termination of trust by way of distribution of assets
- Transfer out of administration to another service provider
- Wind up of dry structures
- Dissolution of company / termination of a trust within a continuing relationship / structure