Senior Administrator, Private Client

Our client is seeking a dedicated Senior Administrator to join their Private Client team on a 5-month fixed-term contract. The primary purpose of this role is to assist with the administration duties and activities necessary for the effective management and completion of client reviews. You will be responsible for ensuring the reviews are conducted in compliance with regulatory obligations and internal policies while maintaining client confidentiality.

Job Duties:

• Assist in the review and drafting of client profiles and risk assessments, including various types of reviews such as post client-on-boarding, periodic, reduced services, and PEP reviews across multiple jurisdictions.
• Evaluate screening outputs from World-check 1/media checks.
• Undertake scanning and filing of documents.
• Support management in addressing issues identified from various review processes.
• Assist in the timely production of Management Information.
• Collaborate with team members on projects, ensuring progress updates are communicated to the line manager appropriately.
• Monitor and manage the relevant team email inbox.
• Undertake any other duties as deemed necessary by management.
• Maintain ongoing knowledge of and compliance with internal policies and procedures.
• Adhere to risk and compliance procedures regarding regulatory requirements and AML legislation.
• Uphold the company’s core values and expected behaviours.
• Comply with CPD requirements according to qualification levels and internal procedures.

Job Requirements:

• Excellent planning and organisational skills with a flexible approach to work.
• Ability to review and resolve issues effectively.
• Self-motivated with a proactive approach to achieving excellent client service.
• Positive attitude with a strong team player mentality.
• Proficient keyboard skills, including knowledge of MS Excel, and the ability to learn business systems.

What You’ll Love:

Our client is committed to creating a healthy, inclusive workplace where all individuals feel welcome and can fully participate. They value diverse perspectives and are dedicated to supporting employee wellbeing, enabling everyone to thrive in their roles.