Senior Admin - New Business Team
Isle of Man
Permanent
Our client seeks a Senior Administrator to join their New Business Team.
The purpose of the role is primarily to ensure the efficient and effective on-boarding and formation of structures for new and existing private clients that have been approved at Business Acceptance Meetings.
You will provide administrative support and liaise with the Sales and Service teams to ensure that all client matters, in relation to the review, preparation of documentation for approval of new business and the formation of structures for new business, are dealt with promptly and any issues are referred to line management.
Key Responsibilities
- 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.
- 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.
- Ensure implementation of structures, databases are up to date and orderly staged transition to relevant administration team as appropriate.
- Be aware of and play an active role in the achievement of “New Business” targets.
- Liaise with Directors and other members of the Global Business Development team as a matter of routine.
- Support junior members of team as and when needed.
- The ability to work under pressure and manage strict deadlines is essential as is the need to adapt to new systems and processes quickly.
- Adhere to Risk & Associate Compliance procedures in relation to regulatory requirements and AML/CFT legislation.
Key Skills & Experience
- Excellent understanding of trustee and company risks and responsibilities.
- Excellent understanding of the AML/TF risks associated to onboarding of new clients.
- Solid understanding of risk, relationship management, contractual and statutory obligations.
- A good understanding of various jurisdictional requirements.
- Ability to investigate and respond to queries.
- Excellent time management skills with ability to work to tight deadlines.
- Proven track record in the management of a team.
- Passion for delivering exception client service.
Your specialist: Angie Westmorland
Quote job ref: 15401
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