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Onboarding Administrator – Client Operations (Contract)

REF: 371 | Risk and Compliance |
  • Type: Contract
  • Job #371

Purpose of the role:

This is a 4 month contract position and within this role you will be providing a multi-jurisdictional service for the Institutional business to onboard new clients and investors. You will also be responsible for the set-up of client/investors in core systems, ensuring all client and investor static data is captured, recorded and accurate. 


  • Responsible for the day to day Client and Investor Onboarding & system set up that will require multi-jurisdictional visibility
  • Collaboratory supporting their client facing teams from an Onboarding Operational perspective
  • Client focused with an ability to work in a fast paced, high pressured work environment
  • Act as a point of reference for the Institutional business to answer and resolve issues/queries related to the onboarding processes
  • Keeping abreast of Regulatory changes and industry standards in all areas that affect the operations functions to ensure that standards and procedures are complied with fully at all time
  • Responsible for the system set up of client and investor static data, ensuring all data is captured, recorded and accurate in all core platforms used by the business
  • Prioritising and organising day to day workloads
  • Dealing with internal and external day to day queries in a timely manner
  • Assist in appropriate projects and initiatives relating to operations teams
  • Attend to regular team meetings and constructively contribute
  • Understanding what is appropriate and acceptable in relation to AML/SOF/SOW/CDD, escalating any issues and risks accordingly

Skills required:

  • Working towards a recognised qualification ideally within ICA or AML  
  • Relevant financial industry administration experience in an onboarding role is desirable
  • Experience working with Private Equity/Real Estate fund structures
  • Experience in data inputting and workflow management
  • Experience within AML/CDD onboarding fund sector
  • Experience of client service delivery

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