Our client is a leading Trustee Service seeking an Operations Administrator to join their team.

Role objectives:

• Workflow management
• New customer onboarding
• Training and Development
• Promapp (workflow)

Key responsibilities:

• Carry out AML/KYC on new clients
• Manage the collection and recording of Compliance Certificate for clients
• Manage the collection and processing tax returns and annual accounts for clients
• Establish bank accounts
• Manage inboxes for payments and reports
• Check and authorise payments into the online banking systems
• Enter payments into the online banking platforms (as back-up)
• Assist with bank reconciliations
• Archive documents and maintain archive register
• Filing client correspondence/documents
• Record client assets in ARM (in-house system

The ideal candidate must be very process driven, organised and also have the ability to work with new computer systems.