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Administrator - Client Onboarding

7 months ago

Saint Peter Port, United Kingdom Aztec Group Full time

**Reports to Operations Manager - Client Onboarding**

With a focus on driving excellent client service and understanding the needs of our clients, we are continually enhancing the onboarding approach. As a result, we are looking for an Onboarding Administrator to join the newly established Onboarding Centre of Excellence.

The individual will be responsible for the execution and management of tasks within the client onboarding journey. This will encompass onboarding for new promoters, migrations and new structure set-ups across our jursidictions, markets and services.

In addition, the role holder will be expected to actively seek and implement best practice into onboarding processes to ensure the Onboarding Centre of Excellence adopts a continuous improvement mindset. This will be supported by the opportunity to complete project management qualifications / training.

**Key responsibilities**:

- Delivering a best-in-class experience for clients across the onboarding journey
- Assisting the Onboarding Operations Manager with the completion of New Business Committee (NBC) Submissions for Channel 1 and Channel 2 clients
- Assisting the Onboarding Operations Manager with the engagement letter process and managing relationships internally and externally as required
- Supporting the Onboarding Operations Manager with all administrative tasks relating to the execution phase of the onboarding journey (including Aztec Verify entity and investor record creation)
- Knowledge of statutory and regulatory filings required for entities in the jurisdiction they operate in and assisting in filing such filings as applicable to the onboarding journey
- Experience (or a desire to learn about) incorporating entities and migrations
- Ability to review and provide comments on constitutional and fund formation documents, including subscription agreements
- Liaising with internal teams (e.g. the Banking Centre of Excellence, Legal, Risk, Compliance and Technology) as required
- Adhering to specific SLAs / KPIs for each onboarding, escalating to the Onboarding Operations Manager where required
- Identifying and capturing lessons learnt and acting on these, to enable continuous improvement of the onboarding journey
- Managing relationships amongst stakeholders by building confidence and trust with clear professional communication and transparent expectation management
- Act on real-time feedback and escalate issues effectively and in a timely manner

**Skills, knowledge, expertise**:

- Experience in fund administration / corporate services
- Experience in the onboarding of new clients and structures (may include migrations)
- Strong communication skills (both internal to the business and external)
- A team player
- Ability to manage client expectations through effective communication
- Strong alignment to Aztec Group values
- Ability to quickly learn new information, processes and procedures
- Proven ability to meet deadlines and proactively identify and deal with problems
- A self-starter with the ability to work independently on concurrent initiatives
- Strong continuous improvement mindset and experience in identifying process and efficiency improvements