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Front Office Support - Wealth Management

Purpose of the role:

Are you a people person? Are you able to deal with multiple subjects? Our client is looking for someone who can help support the front office while servicing clients.

Responsibilities:

  • Support the day to day activity of the Front Office area (e.g. On-boarding, KYC, payments, query handling, static data updates, etc.)
  • Support the remediation of risk issues, clean-ups, recurring issues (e.g. Suitability Review, CRM (Local System), PKR, AML, etc.)
  • Identify and propose process improvements, contribute to a sound risk and efficiency culture within the desk
  • Participate in projects

Skills required:

  • A good understanding of AML/KYC procedures
  • A good knowledge of Microsoft Office suite especially Excel and PowerPoint
  • A high capacity to deal with different topics
  • A digital mindset
  • Experience with onboarding clients in a financial institution preferable
 

Risk & Compliance

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hello@axalleine.je

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