Our client, one of the Channel Islands' leading accounting, tax and advisory firms, is seeking a proactive and detail-oriented New Business Administrator to join their pan-island new business onboarding team. This role plays a critical part in delivering exceptional client onboarding services while ensuring compliance with legislative and regulatory requirements. The successful candidate will collaborate closely with various service lines to create a seamless onboarding experience.
Job Duties:
- Manage the entire client take-on process, including overseeing local and international conflicts.
- Undertake initial risk assessments for new clients.
- Ensure completion of all necessary take-on checks, including Worldcheck, internet searches, and sanctions checks.
- Collect and review client take-on documentation.
- Complete and maintain accurate onboarding data.
- Assemble the client take-on pack for sign-off and submission to Risk & Compliance for final approval.
- Liaise with service lines throughout the take-on process, managing client expectations, and expediting procedures.
- Provide practical, effective, and business-focused advice to Directors and service lines regarding client take-on queries.
- Escalate any client take-on issues to the New Business Manager as they arise.
Job Requirements:
- Excellent interpersonal and communication skills, with confidence in interacting with stakeholders at all levels.
- Strong resilience and the ability to maintain composure in challenging situations.
- Exceptional attention to detail and accuracy, with problem-solving capabilities.
- Effective time management and organisational skills, adopting a pragmatic and solutions-focused approach.
- Ability to work independently while maintaining high professional standards.
- Confident and proactive, with the ability to multitask and handle pressure effectively.
What You’ll Love:
Joining our client means becoming part of a dynamic team committed to excellence and innovation in the accounting and advisory sectors. You will be supported in your professional growth, with opportunities to pursue qualifications such as the International Compliance Association Advanced Certificate in Practical Customer Due Diligence. Enjoy a workplace culture that values collaboration, integrity, and employee development, allowing you to make a real difference in a highly competitive market.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
