Purpose of the role:
Primarily ensure the efficient and effective on-boarding and formation of structures for new and existing clients that have been approved at Business Acceptance Meetings. The primary focus of the role relates to private clients.
Responsibilities:
- Working within the regulatory framework as specified by JFSC and other relevant jurisdictions, to ensure that governance oversight and compliance protocols within the Group are appropriately applied to the formation of new business structures
- Maintain a high level of technical competence and market awareness in order to maximise the effectiveness, efficiency and client satisfaction during the on-boarding experience
- Provide first class administrative support to the New Business Team and the Sales and Service teams
- Manage a team of Administrators in the preparation of relevant internal approval documentation, co-ordinate and present directly to the Business Acceptance Meeting
- Ensure consistency and clarity of the on-boarding files and approval documentation in order to maximise the effectiveness of relevant senior management resource
- Assist with the preparation of proposals
- Ensure implementation of structures, databases are up to date and orderly staged transition to relevant administration team as appropriate