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Senior Administrator

2 months ago

Manchester, United Kingdom Puilaetco Full time

About the Role

Puilaetco is 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 additional European languages an advantage

About Us

Puilaetco is a leading private bank in the wealth management sector, committed to providing personalized service to our clients. We value diversity, equal access to opportunities, career development, collaboration, and inclusiveness. If you are a motivated and detail-oriented individual looking to grow your career, we encourage you to apply for this exciting opportunity.