New Business Administrator

We are seeking a proactive and detail-oriented New Business Administrator to join our small and dynamic team based in Douglas. This role is key to ensuring a smooth and efficient client on-boarding process, maintaining high standards of compliance and client service.

Key Responsibilities: Manage the end-to-end client on-boarding process, including the collection, verification, and review of documentation. Ensure adherence to internal compliance procedures and regulatory requirements, particularly in relation to KYC (Know Your Customer), AML (Anti-Money Laundering), and CDD (Customer Due Diligence). Liaise directly with clients to guide them through on-boarding, respond to queries, and ensure a seamless experience. Maintain accurate and up-to-date records in line with data protection and financial regulations. Collaborate with internal stakeholders (Compliance, Operations, Dealing Team, and Investment Managers) to resolve on-boarding issues efficiently. Assist with periodic reviews and updates of existing client files as required. Requirements: 2 years of experience in a similar on-boarding or client administration role within financial services. Solid understanding of KYC and customer due diligence requirements. Excellent communication and interpersonal skills, with a client-focused approach. Strong attention to detail and a methodical approach to work. Ability to manage multiple priorities and work under pressure in a small team environment. Familiarity with relevant regulatory frameworks in the Isle of Man. Desirable Qualifications: Previous experience within the financial services sector or similar. A relevant compliance or financial services qualification (e.g. ICA Certificate) is a plus but not essential.
For more details and to apply please contact hr@ramseycrookall.com