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AML Client Service Administrator

2 months ago

London, United Kingdom Evelyn Partners Full time
Job Description

Job Description

What will you be doing?

To provide full administrative support to Tax Advisors and/or Tax Senior Management, particularly in relation to client onboarding.  This will enable the team to deliver a first class level of service to clients.

Some of your responsibilities will be to:

  • To work closely with the Tax teams to deliver first class service to clients in relation to onboarding.
  •  Managing and undertaking the Client Onboarding and AML Remediation processes, including data collection and liaising with the central onboarding team when required.
  • Maintain back-office systems and client records in line with the company policies.
  • Provide daily administration support, which may include liaising with clients..
  • Prioritise workloads to ensure all activities are met in a timely manner.

Qualifications

To be successful in this role, you should have:

  • good academic record including 5 GCSEs (including English and Maths)
  • good working knowledge of Microsoft Office packages e.g. Excel, Word, Adobe,
  • experienced IT user with intermediate Excel skills
  • It would be beneficial to have experience of working in an AML / Onboarding environment and Customer Due Diligence (CDD) .
  • Strong numerical skills, able to demonstrate understanding of financial terms
  • Exceptional organisational skills with the ability to prioritise and multitask
  • Team player, but with the ability to work and manage their own work
  • Strong communication skills
  • Ability to liaise with senior members of the business in a confident and professional manner
  • Strong attention to detail and accuracy for all record keeping and reporting.
  • Ability to use judgement and reasoning to propose solutions to problems.


Additional Information

Additional information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependant)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients.  At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation.  It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. 

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process.  Please let your Recruiter know.