Account Onboarding Administrator x2 (Investments) 12month FTC
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| Job Type | Contract |
| Area | City, UK |
| Sector | BankingComplianceFinancial ServicesOperationsOther |
| Salary | Up to £35K |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-12653 |
| Job Views | 133 |
- Description
- City-based investment manager is seeking to recruit TWO Account Opening Administrators to their middle office on 12- month fixed term contracts. Hybrid working available: 2-3 days per week in the office.
The successful candidates will be responsible for the onboarding of new accounts and the ongoing review and maintenance of customer static data and documentation.
Duties to include:
- Beginning the account amendment process by completing customer due diligence / KYC on documentation and obtaining KYC information where necessary
- Gathering and verification of account opening documentation, completing relevant KYC and AML checks
- Processing and reviewing of account data amendments
- Liaising with Investment Managers regarding the account opening / amendment process and documentation needed
- Liaising with Investment Managers and professional intermediaries as to the status of their cases and working to resolve any outstanding issues or obtain any additional information required
- Preparing account opening packs for Investment Managers
- Assist with maintenance of AML procedures and account opening documentation
- Providing support to Investment Managers
- Ensuring that funds have been correctly applied to accounts
To be considered for the positions applicants MUST have carried out a similar role within a financial institution and have a good knowledge of the legislative and regulatory practices and procedures affecting the acceptance of new clients / amendment of existing accounts as well as AML and KYC due diligence. Applicants must have a good level of numeracy, effective communication skills and a methodical approach to work.
This is a fantastic time to involved with a reputable institution with impressive plans for 2022 and beyond!
This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing Limited are those of an Employment Agency.