Onboarding Administrator

Are you good at keeping client onboarding efficient, risk‑focused, and fully compliant? A wealth management firm with a small, collaborative office is seeking an Onboarding Specialist to support new client take‑on within a regulated, fast‑moving environment.

This hands‑on role offers full exposure across the onboarding lifecycle, working closely with advisors and internal teams to deliver a smooth, compliant, and professional client experience.

Key role:

• Driving end‑to‑end client onboarding and due diligence reviews
• Assessing risk and supporting regulatory file reviews
• Maintaining accurate client records and contributing to process enhancements

Key criteria:   

• Experience in client onboarding, with exposure to wealth management, funds, trust, or investment administration environments
• Sound knowledge of Guernsey AML/CFT requirements
• Strong attention to detail, excellent organisation, and clear communication skills

This role offers real visibility where your work directly supports the success of the business. Ideal for someone who is driven and values ownership, variety, and the opportunity to build specialist expertise within a supportive, close‑knit team. Interested? Speak with one of our consultants to learn more!