Client Onboarding Administrator

Client Onboarding Administrator Job Description

The 79th Group are a family-owned asset management company with an entrepreneurial spirit, based in the UK but with global reach and partners and investors in most countries.
As we are expanding our business, we are looking to appoint an Onboarding Administrator to join the Investment Team. The role requires a “Team Player” Are you a Team player? If so we want to hear from you.

Responsibilities:

  • Responsible for customer due diligence and collect important information as part of our know your applicant process in line with our company Anti-Monday Laundering policy.
  • Process courier services.
  • Input and maintain customer records on a CRM system.
  • Participate in Quality Assurance.
  • Maintain electronic and manual filing systems.
  • Data entry, retrieval and database maintenance.
  • Creating and managing documents, spreadsheets, etc.
  • Actively participate in developing, testing and implementing new processes and other process improvement initiatives as required.
  • Perform periodic reviews of accounts as required by the onboarding policies.

Essential experience:

  • Administrative 1 year (required).
  • Excellent written and verbal communication skills.
  • Knowledge of MS Office: Word, Excel and Outlook, internet search engines.
  • Knowledge of CRM systems.

Person Specification:

  • An energetic and enthusiastic team player.
  • Personable and people orientated.
  • Principled and self-assured.
  • Strong communicator.
  • Able to multitask and manage to tight timelines and deliverables.
  • Able to prioritize and be extremely organized.
  • Able to work under pressure and with a heavy workload.
  • Extremely detail-oriented.
  • Creative thinker able to make well thought out decisions.

Benefits:

  • Company events
  • Discounted or free food
  • Employee discount
  • Health & wellbeing programme
  • On-site parking
  • Store discount

Schedule:

  • Monday to Friday.

Ability to commute/relocate:

  • Southport, PR8 4HQ: reliably commute or plan to relocate before starting work (required)

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