Data & Documentation Administrator

4 months ago


SaintHelier, United Kingdom Union Bancaire Privee Full time
Residency5 years residency NOT requiredEmployerUnion Bancaire PriveeClosing date28 March 2024Reference56061ContractPermanentHoursFull TimeSalaryNegotiableAn exciting opportunity has become available for an individual looking for a varied role with no two days the same. Working in a team of three you will be an integral part of the team. You will be given hands on, end to end training to support and fulfil all aspects of the role to deliver accurate and time critical client data to all departments.
The requirements of the role includes:
-Opening & closing of client accounts in a timely manner]
-Set-up & maintenance of clients E-Banking
-Maintenance of client database to include compliance monitoring
-The production of reports for Compliance, Wealth Management & Tax Departments
-Minute taking and submission of documentation to a weekly Account Opening Committee
-Authorisation of payments and account instructions, ensuring they are in-line with the conditions of the account
-Attention to detailCore skills required Ability to speak and understand English CV Required Keyboard Skills References
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