Senior Administrator / Client Adviser Support

Adecco is an International HR and Consultancy firm. Our client, in the investment and financial sector, is looking for a Senior Administrator / Client Adviser Support.

Our client, in the investment and financial sector, is looking for a Senior Administrator / Client Adviser Support.

The successful candidate will primarily meet the day to day requirements of administration.

Main responsibilities:

• Completion of new business processing for Wealth International clients;
• Completion of client take on process;
• maintaining client data held in CRM system;
• Assist with AML/CDD reviews both at take on and at periodic review;
• Assisting with valuation reports; 
• Assisting with chasing outstanding CDD and visiting clients as required;
• Assisting principals with compliance and governance tasks as required.