New Business Administrator

Purpose: Working as part of the pan-island new business onboarding team, provide client onboarding services, ensuring all legislative and regulatory requirements are met by following the firm’s internal client onboarding policies and procedures.  Work closely with the GTL service lines to provide a prompt, streamlined and seamless client onboarding experience. 

Has responsibility for the entire client take-on process including:
- Manage the local & international conflicts process

- Undertake the initial risk assessment

- Ensure all take-on checks are completed to the highest standard (Worldcheck, Internet searches & 
   Sanctions checks)

- Collection and review of all client take-on documentation

- Completion of onboarding data  

- Collation of the client take-on pack ensuring completeness and accuracy prior to service line sign 
   off and submission to R&C for final approval

- Liaises with the service lines throughout the take-on process to help manage the client     
   expectations and expedite the process in a timely manner

• Acts in an advisory capacity to provide practical, effective and business focused advice to the Directors and service lines in respect of client take-on queries
• Escalate client take-on issues as they arise to the New Business Manager

• Has excellent interpersonal and communication skills and confidence to deal with people at all levels and to build supportive relationships with different service lines across the firm. 
• Is resilient in the face of resistance. 
• Has excellent attention to detail and accuracy and the ability to resolve queries and issues confidently and successfully.
• Has good time management and organisational skills with a pragmatic, solutions focused approach.
• Has the ability to work independently.
• Maintains the highest professional standards to ensure the firm is not in a position of risk.
• Confident individual with a proactive attitude.
• Must be able to multi-task and keep calm under pressure. 

Qualifications/Experience:

• Holds, or is willing to work towards obtaining, the International Compliance Association Advanced Certificate in Practical Customer Due Diligence.