Vacancy Search

Senior Administrator, Onboarding

Job Ref: LF 28198
Leapfrog Jobs

Our client is looking for a detail-oriented professional to manage the onboarding process for new pension plans while supporting compliance and business development activities. This role requires close collaboration with clients, members, and professional advisors, ensuring a seamless and professional service.

Location

Guernsey, Channel Islands

Responsibilities

Duties for this role include, but are not limited to:
Managing administration tasks related to gathering documentation and client data for new pension plans.
Collecting and verifying customer due diligence (CDD) information and updating internal systems.
Liaising with clients, members, and professional advisors to provide a professional service.
Assisting with the administration surrounding business development activities.
Opening bank accounts and conducting client periodic reviews.
Supporting the Onboarding and Implementation Manager in team training.

Skills / Qualifications

The ideal candidate will have a solid understanding of Guernsey CDD requirements and experience in onboarding clients within the finance sector. They will be proficient in Microsoft Office, particularly Word and Excel, and demonstrate strong attention to detail and organisational skills.

How To Apply

For a full job description, please call 711188, or email [email protected]. Alternatively, if you wish to apply, please submit your CV via the Apply Now button below.

Apply Now

Email A Friend

Job Sectors