New Business Administrator

Working as part of the pan-island new business take-on team provide support with client take-on services, ensuring all legislative and regulatory requirements are met by following the firm’s internal client take-on policies and procedures. 

Work closely with the service lines to provide a prompt, streamlined and seamless client take-on experience. 

• Has responsibility for the entire client take-on process including:

-  Manage the local & international conflicts check process

-  Undertake screening checks

-  Undertake the risk assessment

-  Manage the collection and review of all client take-on documentation ensuring compliance with the firm’s internal client take-on policies and procedures

-  Ensure completeness and accuracy of the client take on prior to service line sign off

-  Liaises with the service lines throughout the take-on process to help manage the client expectations and expedite the process in a timely manner

• Acts in an advisory capacity to provide practical, effective and business focused advice to the service lines in respect of client take-on queries
• Escalate client take-on issues as they arise to the Risk & Compliance team 

• Has some level of experience in dealing with client take-on and the on-boarding process
• Has excellent interpersonal and communication skills and confidence to deal with people at all levels and to build supportive relationships with different service lines across the firm 
• Is resilient in the face of resistance
• Has excellent attention to detail and accuracy and the ability to resolve queries and issues confidently and successfully
• Has good time management and organisational skills with a pragmatic, solutions focused approach
• Is able to work independently
• Maintains the highest professional standards to ensure the firm is not in a position of risk
• Confident individual with a proactive attitude
• Must be able to multi-task and keep calm under pressure