Senior Administrator - New Business

Overview

Knowledgeable and detail-focused individual required to assist with the efficient and effective on-boarding of structures for new and existing clients, primarily within Private Clients.

Responsibilities

• Work closely with the sales and service teams to ensure that all matters in relation to review, preparation of documentation for approval of business and formation of structures for new business are dealt with promptly.
• Manage and refer any issues to management as needed to maintain smooth onboarding processes.

Qualifications

• Previous experience in a similar role.
• Excellent understanding of trustee and company risks and responsibilities, and of the AML/TF risks associated with onboarding.
• Previous exposure to various jurisdictional requirements is preferred.
• Ability to investigate and respond to queries.
• Excellent client service skills.
• Good time management, wit...

Ready to Apply?

Submit your application today and join our talented team at Confidential.