Our client is seeking a Senior Administrative Officer to manage the onboarding of new business, facilitate transfers, and support the Operations Team. The role involves ensuring compliance with regulatory requirements, maintaining accurate records, and contributing to projects aimed at enhancing operational efficiency. Click here to read more
Job Duties:
- Process new business applications, ensuring all due diligence and regulatory considerations are completed.
- Assist with the transfer or migration of cases.
- Input client data accurately into internal systems.
- Communicate with potential clients, either directly or through a network of Fiduciary Specialists and Wealth Managers.
- Maintain and update new business schedules to support monthly reporting.
- Support the Operations Manager with projects such as CDD rectification, annual reviews, and digitalisation initiatives.
- Conduct relevant filings with registries, including Guernsey and BVI, as applicable.
- Open bank accounts and investment accounts for clients.
- Implement and oversee various projects as required.
- Actively market the organisation to prospective clients and intermediaries, building professional and profitable relationships.
- Consistently act as a role model and uphold organisational values and principles.
- Perform other duties aligned with the role’s responsibilities.
Job Requirements:
- Comprehensive knowledge of fiduciary services practice.
- Strong written and verbal communication skills.
- Ability to work independently with a proactive problem-solving approach.
- Self-motivated and committed to business excellence.
- Willingness to pursue personal development and support team training and development.
What You’ll Love:
Our client provides a dynamic and supportive work environment where your expertise and initiative will be valued. You’ll play a key role in enhancing operations while building professional relationships with clients and intermediaries.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
