Compliance & Data Officer
Callander, Perthshire, United Kingdom
Hybrid / WFH Options
Hybrid / WFH Options
Galbraith Group
this role is to be the principal assistant and line of support to our Legal & Compliance Manager. This role will involve a blend of both Compliance focus and CRM administration & support. The role is offered on a hybrid working arrangement with an office base in Edinburgh or Stirling. Your New Role Key responsibilities include, but are not … Compliance Focus. Assist the Legal & Compliance Manager with all parts of the wider role including policies & procedure, complaints, AML & auditing. Collaborate with L&C Manager to ensure the CRM system and related processes adhere to relevant regulations and internal policies. Conduct audits to identify potential compliance gaps and implement corrective actions. Provide … training to employees on compliance best practices. CRM Administration & Support. Serve as key administrator for the Firm's CRM system (Microsoft Dynamics). Maintain and apply CRM documentation, including user guides, process workflows, and training materials. Manage data imports, exports, and data cleansing activities to ensure data accuracy More ❯
Employment Type: Permanent
Salary: GBP Annual
Posted: