Shearwater Recruitment

Onboarding Administrator

  • Douglas

  • £20,000 to 35,000 Per Year

Job Description

Our client is seeking a detail-oriented and proactive Onboarding Administrator to support their onboarding processes, ensuring compliance with AML/CFT legislation and smooth client integration.

Key Responsibilities:

  • Assist in the onboarding process for new clients, maintaining compliance with AML/CFT regulations.
  • Manage and organize client documentation using tools such as CCH, Laserfiche, and ViewPoint (training provided if needed).
  • Collaborate with team members to ensure efficient and accurate processing of onboarding tasks.
  • Stay updated on compliance requirements and contribute to continuous improvement initiatives.

Qualifications and Experience:

  • 5 GCSEs or equivalent at grade C or above.
  • A relevant compliance certification or working towards one.
  • Extensive office experience in a similar role.
  • Good understanding of AML/CFT legislation.
  • Familiarity with CCH, Laserfiche, and ViewPoint is advantageous but not essential.

Skills and Competencies:

  • Take ownership of tasks and ensure their accurate and timely completion.
  • Identify opportunities to enhance processes and practices.
  • Work effectively with team members and other stakeholders.
  • Communicate clearly and professionally with clients and colleagues.
  • Adjust to changing priorities and new systems with ease.


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