Senior Administrator - New Business Team
Core
Ensure efficient on-boarding and formation of structures for new and existing private clients, liaising with Sales and Service teams to prepare documentation for Business Acceptance Meetings.
Role type
Senior Administrator (Private Client Services)
Builds
On-boarding files and approval documentation for new business structures
Domain
Financial Services / Private Client / Trust & Company Formation
Required skills
Regulatory compliance (JFSC, AML/CFT), Risk management, Client on-boarding coordination, Documentation preparation, Stakeholder liaison, Team management
Preferred skills
Jurisdictional requirements knowledge, Pressure management, System adaptation
Responsibilities
Prepare internal approval documentation for Business Acceptance Meetings, Liaise with Sales and Service teams on client matters, Ensure implementation of structures and databases are up to date, Support junior team members, Adhere to Risk & Associate Compliance procedures
Seniority
Senior, hands-on IC with team management