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Senior Administrator - New Business

Purpose of the role:

To ensure the efficient and effective onboarding and formation of structures for new and existing clients that have been approved at Business Acceptance Meetings.

Responsibilities:

  • Preparation of relevant internal approval documentation, co-ordinate and present directly to the Business Acceptance Meeting
  • Review of Certified Due Diligence and documentation to ensure that it is compliant and follows the due diligence, KYC, and new business procedures
  • Ensure consistency and clarity of the onboarding files and approval documentation in order to maximise the effectiveness of relevant Senior Management resources
  • Ensure formation of structures, and databases are up to date and orderly staged transition to relevant administration team as appropriate
  • Preparation of trust deeds in a timely manner once the new business has been approved

Skills required:

  • You must have attained or studying towards a relevant qualification
  • Extensive administration experience
  • Broad level knowledge of CDD practices
  • Strong verbal and written communication skills
  • Excellent organisation and prioritisation skills
 

Private Client

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