Client Support Administrator/Officer
Isle of Man
We’re growing our team at ZEDRA and looking for someone who enjoys working with people, solving problems, and keeping things running smoothly behind the scenes. In this role, you’ll dive into client reviews, support our administration teams, and play an important part in maintaining strong compliance standards. If you’re detail‑driven, curious, and ready to build your expertise in the offshore financial services world, this could be a great next step in your career. We’d love to connect with you.
Key Accountabilities
Client
- Undertake periodic and trigger event reviews for new and existing client entities.
- Ensure that review findings are concise and accurate
- Review CDD document received and carry out an assessment on the certifier
- Demonstrate effective communication, ensuring the objectives, initiatives and information is cascaded to team/direct reports.
- Undertake role specific tasks to support the Client Support Senior Manager.
Commercial
- Will ensure that their time is recorded accurately and that timesheets are submitted promptly.
- Support the Administration Teams enabling them to focus on Client relationships.
Risk
- Develop and maintain knowledge of control documents, policies, procedures and processes.
- Maintain a sound understanding of key risks, legal, regulatory and AML obligations applicable to the business’ operations and their impacts on the business. Ensure clear understanding of the business’ Risk Appetite Statement.
- Encourage a culture of compliance by building strong relationships within the business.
Knowledge and Experience
- 2-5 years experience working in a similar support role.
- Track record within the offshore financial services industry with experience of the administration of trust and company structures and experience in implemeting CDD policies and procedures in the review of client files.
- A good understanding of Anti Money Laundering, Countering the Financing of Terrorism and Proliferation Financing legislation, codes of practice and regulatory guidance as well as industry best practice is essential together with company and trust regulation.
- An understanding of NavOne would be an advantage but is not essential as training will be provided.
- Fluent in English. They will have strong verbal and written communication skills which are critical to the position.
- The ability to deal with structures and understand regulatory and policy requirements.
- Excellent organisational skills and attention to detail.
- Good communication skills (verbal and written) with the ability to explain technical detail.
- Strong relationship building skills.
- Ownership of their personal training and development.
Agency Notice
We kindly ask that recruitment agencies do not submit unsolicited CVs or candidate profiles to our hiring managers or recruitment team. Any CVs received without a prior agreement will be deemed unsolicited, and we will not be liable for any fees, commissions, or terms associated with such submissions. All agency correspondence, enquiries, or proposals should be directed to [email protected]
For more information or to request a copy of the full job description, please email [email protected]