Client Onboarding

2 weeks ago

Saint Helier, United Kingdom Alter Domus Full time
We are Alter Domus.

Our name means "The Other House" and we're a world leading provider of integrated solutions for the alternative investment industry.

We believe in being different. Here, you progress on merit, not who you know. You speak openly, whoever you're speaking to. And it's your freedom to decide which cutting-edge kind of finance professional you want to be.

Join more than 4,100 fund administration, accounting, tax, loan administration and legal experts worldwide and take pride in being alternative.

Alter Domus clients include the world's leading asset managers, lenders and asset owners.

We're specialists who use the most innovative technologies to create unparalleled solutions for the private equity, real assets and debt capital markets sectors.

This is where standout talent advances what's possible in fund administration, corporate services, depositary services, transfer pricing, domiciliation, management company services, loan administration, agency services, trade settlement and CLO manager services.


Your Future Responsibilities

  • Primary Focus: Engaging in a broad set of diverse functions, including collating client information, files & due diligence/KYC documents for submission for Compliance approval. Assisting with onboarding processes and ongoing procedural and monitoring requirements.
  • Coordination of various tasks involved at entity set up phase, to include liaising with internal teams and other 3rd party service providers (including banks).
  • Forming collaborative relationships with internal teams to drive operational effectiveness ensuring queries are dealt with promptly and appropriately.
  • Ensure management information systems, files & records are maintained in an accurate manner.
  • Assist with and contribute in the execution of policies and procedures manuals.
  • Contribute and take a role in strategic projects where appropriate and relevant.
  • Other duties that may be assigned from time to time that are reasonably related to the same level and classification of the graded job/position.

Your Profile

  • You have a minimum of 1 year financial services experience, either in an administration, operations or compliance environment.
  • You are able to manage your own workload to ensure that deadlines and timetables are met
  • You have a working knowledge of the Jersey regulatory framework and AML / CFT Handbook
  • A working knowledge of the Trust Company or Fund industry in Jersey would be advantage
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