Position Details
Requisition ID:
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
The Fee Officer is responsible for supporting internal clients by efficiently processing fees, while assisting in identifying opportunities for service improvement.
Is this role right for you? In this role you will:
Complete set up and maintenance of automated fee diaries based on approved client agreements/instructions on accounts by printing and identifying discounts, fee schedules frequencies and anticipated market values and contact the originator for clarification if the agreements/instructions are incomplete or missing
Identify opportunities and manage fee setups manually where fully automated processes cannot be applied through the review of established/available automated Fee Schedules
Code exempted assets from fee calculations according to client agreements & instructions
Process fee calculations...