Job title: Client Documentation Administrator
Job type: Permanent
Emp type: Full-time
Industry: Trust and Company
Expertise: Compliance
Job published: 09-09-2021
Job ID: 33114

Job Description

Our client is seeking a Client Documentation Administrator to join their team on a 6-month contract.

The ideal candidate will have a high level of experience relating to on boarding of HNW clients, personal and corporate documentation knowledge, AML trained and a broad understanding of take on procedures. Organisation, communication, and numerical skills is a must.

Some of your duties and responsibilities will be –

  • Monitoring the Team mailbox throughout the day, responding to queries or distribute to the relevant person.
  • Review documentation received for the migration project. Liaise with administrators to obtain the correct documentation to proceed with opening an internal and external custody mandate
  • New account opening requests – Review documentation received and liaise with administrators to obtain the correct documentation
  • To provide adhoc support as required

For a full description please contact me.