Our client is seeking a New Business Administrator to join their pan-island new business take-on team. The successful candidate will provide support with client take-on services, ensuring all legislative and regulatory requirements are met in line with internal policies and procedures. Working closely with service lines, this role aims to deliver a seamless client onboarding experience while maintaining compliance and mitigating risk.
Job Duties:
- Manage the local and international conflicts check process.
- Conduct screening checks and undertake risk assessments.
- Oversee the collection and review of client take-on documentation to ensure compliance with internal policies and procedures.
- Ensure completeness and accuracy of client take-on documentation prior to service line approval.
- Liaise with service lines throughout the take-on process to manage client expectations and facilitate timely onboarding.
- Act as an advisor, providing practical and business-focused guidance to service lines on client take-on queries.
- Escalate client take-on issues to the Risk & Compliance team as necessary.
Job Requirements:
- Experience in client take-on and the onboarding process.
- Excellent interpersonal and communication skills with confidence to engage with individuals at all levels.
- Ability to build strong working relationships across different service lines.
- Resilient in handling challenges and resistant to pressure.
- Strong attention to detail and accuracy, with the ability to resolve queries effectively.
- Excellent time management and organisational skills with a solutions-focused approach.
- Ability to work independently while upholding the highest professional standards.
- Proactive attitude with the ability to multitask 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 is a leading accounting, tax, and advisory firm committed to delivering exceptional service to its clients. You will be part of a supportive and dynamic team, with opportunities for professional growth and development. As part of a global network, you will have access to specialist knowledge and expertise, enabling you to build a rewarding career in a forward-thinking environment.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
