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Senior Administrator

2 months ago

Manchester, United Kingdom Puilaetco Full time

About the Role

Puilaetco is a leading private bank in the wealth management sector, committed to delivering personalized service to our clients and their families. We are seeking a highly skilled Senior Administrator to join our Client Life Cycle management team, responsible for ensuring smooth onboarding of new clients and managing client static data.

Key Responsibilities

  • Onboard new clients in accordance with our Anti-Money Laundering procedures, ensuring accurate and timely completion of all necessary tasks.
  • Collect and update accurate information for FATCA, CRS, and LEI reporting purposes, maintaining compliance with regulatory requirements.
  • Provide exceptional customer service, responding to internal client requests in a complete, accurate, and timely manner, and keeping clients informed of work progress and status.
  • Ensure adherence to anti-money laundering procedures, identifying and reporting suspicious activities to the MLRO and Deputy MLRO.
  • Stay up-to-date with legislative, regulatory, and Inland Revenue practices affecting onboarding and client static data procedures, including the acceptance of new clients.
  • Develop professional expertise through on-the-job training, formal training, and professional qualifications, enhancing skills and knowledge in client onboarding and data management.
  • Support the management team in maintaining and developing internal procedures, checklists, and guidance notes, ensuring best practices and compliance.

Requirements and Qualifications

  • Proven background in client onboarding and client static data management for private banking clients, with a solid understanding of trusts, corporates, corporate pensions, SIPPs, and offshore bonds.
  • Excellent attention to detail, with the ability to work independently and as part of a team, demonstrating assertiveness and understanding in client situations.
  • Proficient in Outlook, Excel, and internal systems and databases, with the ability to learn and adapt to new technologies.
  • Fluent in English, with any additional European language advantageous.