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Senior Administrator New Business

jobs.jerseyeveningpost.com-job boards

United Kingdom

On-site

GBP 30,000 - 40,000

Full time

Yesterday
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Job summary

A recruitment firm in the United Kingdom seeks an experienced individual to assist in the onboarding of structures for new clients within Private Clients. The role requires excellent client service skills, time management, and an understanding of trustee responsibilities. Candidates should have previous experience related to onboarding processes and the ability to respond to queries effectively. This presents an opportunity to work in a dynamic environment focused on client success and team collaboration.

Qualifications

  • Previous experience in a similar role.
  • Excellent understanding of trustee and company risks.
  • Ability to work under pressure and meet deadlines.

Responsibilities

  • Assist with the onboarding of structures for new clients.
  • Manage issues and maintain smooth onboarding processes.
  • Coordinate with sales and service teams.

Skills

Excellent client service skills
Time management
Investigative skills
Job description
Overview

Knowledgeable and detail-focused individual required to assist with the efficient and effective on-boarding of structures for new and existing clients, primarily within Private Clients.

Responsibilities
  • Work closely with the sales and service teams to ensure that all matters in relation to review, preparation of documentation for approval of business and formation of structures for new business are dealt with promptly.
  • Manage and refer any issues to management as needed to maintain smooth onboarding processes.
Qualifications
  • Previous experience in a similar role.
  • Excellent understanding of trustee and company risks and responsibilities, and of the AML/TF risks associated with onboarding.
  • Previous exposure to various jurisdictional requirements is preferred.
  • Ability to investigate and respond to queries.
  • Excellent client service skills.
  • Good time management, with the ability to work to tight deadlines and under pressure.
How to apply

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