Are you ready to join a dynamic team in the investment sector? Our client is seeking an ambitious and meticulous Documentation Specialist to play a pivotal role in maintaining the highest standards of client documentation. Located in the stunning setting of St Peter Port, Guernsey, this permanent position offers an outstanding opportunity to contribute to a leading organisation in a thriving industry.
Key Skills You’ll Bring
- Excellent Communication Skills: Ensure clarity in both written and verbal communications across all levels of the organisation.
- Organisational Mastery: Manage and prioritise tasks effectively while meeting tight deadlines.
- IT Proficiency: Confidently use Microsoft Word, Excel, PowerPoint, and Outlook to support key documentation processes.
- Attention to Detail: Perform thorough quality checks on client and intermediary documentation to ensure compliance.
- Collaborative Approach: Liaise with Relationship Officers, the New Business Committee, and other key stakeholders to maintain high standards.
What You’ll Do
- Review client and intermediary documentation for completeness and accuracy.
- Support Relationship Officers with account opening and regulatory queries.
- Act as Secretary to the New Business Committee, ensuring proper documentation practices are upheld.
- Monitor, report, and address deficiencies or outstanding documentation as required.
- Undertake qualitative reviews of data to ensure compliance with regulatory standards.
What You’ll Need
- Strong communication skills for working cross-functionally.
- Exceptional time-management abilities to handle deadlines.
- Prior experience in client documentation or AML/account opening (beneficial).
- Knowledge of Anti-Money Laundering rules and FATCA is advantageous.
- A trustworthy, discrete, and professional manner with confidential matters.
Why Join?
- Opportunity to work in a thriving multinational investment environment.
- Be part of a professional team dedicated to excellence and innovation.
- Enjoy a work-life balance in the beautiful locale of St Peter Port, Guernsey.
More information about this role is available upon request – contact the team today for further details.
