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Client Documentation Administrator | 6-9 Month Contract

Join an established Bank who have a forward-looking vision, entrepreneurial spirit and a wealth of investment expertise. Available for an immediate start, you will be supporting the Head of Private Banking, where you can expect to be responsible for providing an excellent service and sharing your expertise with clients.

Responsibilities will include:

  • Monitoring, responding to and delegating emails and queries daily in the team mailbox
  • Working on a migration project, you will be responsible for reviewing documents and requesting correct documentation
  • Assisting with maintaining and updating the company and migration account tracker spreadsheet and circulating to the account opening committee on a weekly basis
  • Ensuring all documentation is signed and certified accordingly and that all required paperwork/evidence has been provided
  • Attending the daily account opening team call and committee meeting to discuss and present additional information for new/existing accounts

Experience and skills required:

  • Extensive previous experience within onboarding
  • Relevant training obtained within anti-money laundering
  • Good organisational skills
  • PC literate, particularly within Microsoft Word, Excel and Access
  • Good oral and written communication skills
  • Ability to work independently

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.

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Client Documentation Administrator | 6-9 Month Contract
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