Our client is seeking a New Business Administrator to work as part of the pan-island new business take-on team. This role involves ensuring that all legislative and regulatory requirements are met by following the firm’s internal client take-on policies and procedures. The successful candidate will collaborate closely with service lines across the firm to provide a prompt, streamlined, and seamless client take-on experience. Click here to read more
Job Duties:
- Manage the entire client take-on process, ensuring compliance with all internal policies and regulatory requirements.
- Oversee the local and international conflicts process.
- Undertake initial risk assessments and ensure that all client take-on checks (Worldcheck, internet searches, and sanctions checks) are completed to the highest standards.
- Collect and review all client take-on documentation, ensuring completeness and accuracy.
- Manage the risk referrals process for high-risk clients, including completing risk referral forms and submitting them to the risk panel.
- Complete client profile forms and ensure all documentation is submitted for final approval.
- Collaborate with service lines throughout the process to manage client expectations and expedite the take-on process.
- Act in an advisory capacity to provide practical, effective, and business-focused advice on client take-on queries.
- Proactively monitor open client and suspended codes, escalating issues as necessary.
- Escalate any client take-on issues to the New Business Assistant Manager as required.
Job Requirements:
- Excellent interpersonal and communication skills, with the ability to build supportive relationships across service lines.
- Resilient and able to manage resistance effectively.
- High attention to detail and accuracy, with the ability to resolve queries and issues confidently.
- Strong time management and organisational skills with a pragmatic, solutions-focused approach.
- Ability to work independently and manage multiple tasks under pressure.
- Maintains the highest professional standards to ensure the firm is not exposed to risk.
- Proactive attitude and confident decision-making.
- Must be able to manage stress and remain calm under pressure.
- Holds or is willing to work towards obtaining the International Compliance Association Advanced Certificate in Practical Customer Due Diligence.
What You’ll Love:
Our client offers a dynamic and supportive work environment where employees are valued and encouraged to develop their skills. You will be part of a collaborative team committed to delivering excellence and maintaining high professional standards. As a member of a global network, you’ll have access to world-class resources and training opportunities. Our client is focused on attracting, retaining, and inspiring the best talent to help drive the firm’s success.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
