Account Opening Administrator (6-month Contract) Location: Ipswich
Salary: Competitive salary plus a generous benefits package
Application Deadline: Friday, January 31, 2025
Job Summary We are looking for an Account Opening Administrator to join on a 6-month contract and help process clients' Account Opening paperwork, review and quality check that all requirements are met, and ensure that new accounts are set up correctly.
Key Accountabilities Processing new accounts and service changes received from the Investment Managers and Onboarding Team, ensuring these are created and set up correctly. Process client account opening paperwork through to setup in Figaro. Maintain a broad understanding of anti-money laundering (AML). Perform AML and KYC checks, review client documentation and ensure compliance with Killik and regulatory guidelines. Liaise with other teams and third parties as necessary. Check accounts for errors and escalate where required. Provide cover to the Onboarding Team when required. Key Competencies Getting Things Done: Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure. Communication & Sharing Knowledge: Confident, clear and accurate with all communication; maintains accurate records and makes effective use of new technology. Customer Service: Positive attitude to find solutions in line with FCA principles; uses customer feedback to improve service. Effectiveness & Adaptability: Able to maintain a high volume of work, striving for continual improvements; understands individual contribution in relation to corporate objectives; presents a positive image and approach to change. Team Working: Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others. Candidate Profile Previous office experience. Client focus and concern for quality. Good understanding of anti-money laundering (AML) principles. Diligent worker with a high level of attention to detail. Contractual Hours 9.00am to 5.30pm, Monday to Friday
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