On-boarding Specialist

Are you ready to take the next step in your career? Our client, a well-established wealth management and fund platform company located in the heart of St Peter Port, Guernsey, is seeking a dynamic and enthusiastic Onboarding Administrator. Become part of a close-knit team of professionals where your skills and proactive attitude will drive exceptional client service and ensure seamless compliance.

What you’ll do:

• Support new client onboarding in adherence to internal guidelines and regulatory requirements.

• Conduct detailed client risk assessments and maintain accurate client records.

• Perform regular client due diligence reviews, including enhanced measures as required.

• Assist in project work and collaborate with investment advisors and stakeholders.

• Contribute to New Business Committees and ensure timely task completion as allocated by the Manager.

What you’ll need:

• Understanding of Guernsey AML/CFT requirements for client onboarding.

• Proficiency in client administration systems such as Tyrus and Citadel Group’s platforms.

• Strong MS Excel and IT literacy with a keen eye for detail and organisation.

• Exceptional communication skills in English and the ability to perform under pressure.

• A self-motivated, proactive approach with a willingness to learn and excel in a team-driven environment.

Why Join?

• Competitive remuneration aligned with your skills and experience.

• Comprehensive benefits package, including pension contributions, medical insurance, and life cover.

• A flexible work environment with 27 days of annual leave and a 35-hour workweek.

More information about this role is available upon request – contact the team today for further details.