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Senior Onboarding Administrator, New Business

Our client is seeking a Senior Onboarding Administrator to join the New Business team. This role involves processing new business and assisting in the management and review of new clients and their assets. The successful candidate will be responsible for the review of related documentation and the preparation of structure charts. Additionally, they will ensure that initial client risk assessments are completed within the required timescales. The role also includes the collation of client data and the accurate input of such information, as well as the collection and review of customer due diligence (CDD). The Senior Onboarding Administrator will participate fully in ad hoc projects as required, contributing to the wider objectives of the team. This position represents an exciting opportunity for an individual with a background in compliance and a strong attention to detail.

Job Duties:

  • Process new business applications
  • Assist in the management and review of new clients and client assets
  • Review related documentation and prepare structure charts
  • Ensure timely completion of initial client risk assessments
  • Collate and input client data accurately
  • Collect and review customer due diligence (CDD)
  • Participate in ad hoc projects as required

Job Requirements:

  • Experience in compliance or a similar role
  • Strong attention to detail and organisational skills
  • Ability to manage multiple tasks and deadlines
  • Excellent communication skills, both written and verbal
  • Proficient in data management and reporting
  • Ability to work collaboratively in a team environment

What You’ll Love:

This role offers the opportunity to play a key part in enhancing the onboarding process within a dynamic team. You will work in a collaborative environment that values your skills and contributions, with opportunities for professional growth and development. The organisation places a strong emphasis on supporting your career aspirations and fostering a positive workplace culture.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here