Senior Administrator

4 weeks ago


Manchester, United Kingdom Puilaetco Full time

About the Role

At Quintet Private Bank, we are seeking a highly skilled Senior Administrator to join our Client Life Cycle management team. As a key member of our team, you will be responsible for ensuring the smooth onboarding of new clients, clients opening additional portfolios, and event-driven review static data updates.

Key Responsibilities

  • Onboard new clients in accordance with our Anti-Money Laundering procedures
  • Collect and update accurate information for FATCA, CRS, and LEI reporting purposes
  • Ensure timely and accurate completion of internal client requests
  • Stay up-to-date with legislative, regulatory, and Inland Revenue practices affecting onboarding and client static data procedures
  • Develop professional expertise through on-the-job training and formal training
  • Support less experienced staff within the team and assist management in maintaining and developing internal procedures

Requirements

  • Solid background in client onboarding and client static data for Private Banking clients
  • Understanding of Trusts, Corporates, Corporate Pensions, SIPP's, and Offshore Bonds
  • Excellent attention to detail and ability to work independently and as part of a team
  • Fluent in English, with any additional European language advantageous

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