Client Take-on Senior Administrator

jobs.jerseyeveningpost.com-job boards; United Kingdom; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A reputable firm in the United Kingdom is seeking an experienced Senior Administrator to manage client onboarding processes and ensure compliance with regulations. You will play a critical role in client due diligence, mentoring junior staff, and liaising with clients and stakeholders. The ideal candidate will possess strong interpersonal skills, a good understanding of client structures, and a commitment to compliance. This role offers opportunities for professional growth and flexible working arrangements post-probation.

Benefits

Flexible working policy

Career development opportunities

Supportive team environment

Qualifications

• Experience in a client due diligence or client take-on role.
• Understanding of AML legislation.
• Exposure to a compliance or legal environment.

Responsibilities

• Prepare client/matter files and open new matters using onboarding software.
• Prioritise and track the receipt of client due diligence documentation.
• Support junior staff in formulating client due diligence requests.

Skills

Client due diligence

Strong interpersonal skills

Time management

Problem-solving attitude

Education

A-level or equivalent

Relevant ICA qualification

Tools

Intapp

MS365

Job description

Our client is seeking an experienced Senior Administrator to assist with all aspects of the client due diligence process within the Client Take-on team. This role involves managing and overseeing the end-to-end client onboarding process, ensuring compliance with regulatory requirements and internal policies. The Senior Administrator will contribute to process improvement initiatives, mentor junior team members, and provide a high standard of client service. Responsibilities include preparing client and matter files, opening new matters through the onboarding software, and conducting necessary checks to determine client status and potential risks. The successful candidate will liaise with clients and internal stakeholders, prioritise and track the receipt of client due diligence documentation, and collaborate with the Compliance team for guidance. Additionally, they will be expected to maintain awareness of regulatory requirements in relevant jurisdictions and elevate any issues promptly.

Job Duties

• Prepare client/matter files and open new matters using onboarding software (Intapp)
• Check relevant databases to ascertain client status and identify any screening risks
• Undertake media searches and prepare necessary internal/external documentation, including high-risk and Politically Exposed Person (PEP) applications
• Liaise with clients and internal stakeholders as appropriate
• Prioritise and track the receipt of client due diligence documentation and obtain regular updates from clients or fee earners
• Collaborate with appropriate fee earners to determine the approach for obtaining additional information
• Support junior staff in formulating client due diligence requests and understanding complex structures
• Work with the Compliance team for guidance and advice, escalating any risks or issues promptly

Job Requirements

• Educated to A-level or equivalent standard
• Ideally completed or pursuing a relevant ICA qualification
• Previous experience in a client due diligence or client take-on role, preferably within a legal or financial services environment
• A good understanding of company, trust, and fund structures is desirable
• Previous exposure to a compliance or legal environment is preferred
• Strong technical knowledge with an eagerness to understand AML legislation
• Competent in IT with solid working knowledge of MS365
• Strong interpersonal skills to foster close working relationships with colleagues and clients
• Excellent prioritisation, time management, and ability to work under pressure
• Flexibility, energy, and enthusiasm with a solution-driven attitude
• Good organisational skills and methodical approach
• Team player mentality

What You'll Love

This role offers the opportunity to play a crucial part in maintaining high standards during the client onboarding process. The environment fosters collaboration, and you will have opportunities to develop your skills in compliance and due diligence. The organisation values professional growth and provides ample training and career development opportunities. You will be part of a team that believes in building strong, supportive relationships with clients, which is central to their business ethos. Additionally, the successful candidate will enjoy the benefits of a flexible working policy, allowing for hybrid working arrangements following the probationary period.

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