Business Development Associate
3 days ago
We require an experienced Senior Administrator to join our team and contribute to the success of our client portfolios. The successful candidate will work closely with our Managers and Line Managers to support the business's client portfolios and ensure timely project delivery.
Main Responsibilities
- Support the business in the onboarding of new clients and entities, ensuring timely completion of project plans and creation of entity structure charts.
- Adhere to Risk & Associated Compliance procedures in relation to regulatory requirements and AML legislation regarding onboarding of new clients and entities.
- Ensure invoices are raised and monitor the cash collection process in relation to projects.
- Monitor the inbox for the Client Solutions team and allocate tasks to team members as necessary.
- Arrange meetings for client business acceptance, general purpose committee meetings, and ad-hoc client requirements.
- Assist the team to ensure the document management system and database are up-to-date by completion of entity profiles and periodic review of information.
- Complete all periodic reviews as required (i.e., Periodic Entity Reviews, PEP Reviews).
- Review entity board minutes to ensure they reflect the resolutions required for entity projects.
- Review scheme documentation for new and existing clients and assist with agreement reviews.
- Aware of and adhere to contractual and statutory obligations under the Group's policies, procedures, and guidelines.
- Adhere to CPD requirements in accordance with qualification level and in-house procedures.
Requirements
- Relevant tertiary qualification.
- 2-3 years relevant experience in a similar role in financial services.
- Excellent communication skills, written and verbal.
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