New Business Administration Manager

Overview

Our client is seeking a dynamic New Business Administration Manager to join the Business Development department. This pivotal role will assist with the business development process, working alongside the British Isles Commercial Director and other senior executives. Responsibilities include contributing to new business proposals, engaging with clients and stakeholders, and ensuring a seamless onboarding experience that adheres to high standards of regulatory compliance and risk management. This is a full-time position, with a focus on delivering excellent customer service and maintaining operational excellence.

Job Duties

• Meet Key Performance Indicators to ensure targets are met.
• Complete timesheets and ensure accurate time capture.
• Collaborate with the British Isles Commercial Director to draft proposals, emails, and engagement letters for prospective clients.
• Prepare and assist in the delivery of external sales presentations, including pitch documents and key onboarding materials.
• Coordinate and attend external meetings with new and existing contacts to support business development efforts.
• Maintain and update sales reporting systems for sales activities.
• Ensure new clients are informed of due diligence and other new client acceptance requirements.
• Attend to the timely and accurate collection of CDD documentation.
• Liaise with the internal onboarding team and support their work as needed.
• Act as a point of contact for intermediaries, providing guidance throughout the onboarding journey.
• Liaise with other offices to coordinate onboarding activities and ensure consistency in processes.
• Ensure a smooth handover of new business to relevant administration teams.
• Collaborate with Compliance and external legal teams to resolve any CDD-related issues or escalations.
• Prepare regular reports on onboarding progress, outstanding CDD items, and risk assessments.
• Deliver excellent service by adhering to the company\’s core values: Integrity, Respect, Accountability, and Initiative.
• Comply with all relevant JFSC Codes of Practice and AML/CFT/CPF legislation.
• Undertake any projects that may arise as needed, dependent on availability and skill set required.

Job Requirements

• Over 7 years of experience in trust administration and corporate services.
• Understanding of trust and corporate structures (training will be provided for more detailed structures).
• In-depth knowledge of CDD/EDD requirements and AML/CFT/CPF regulations.
• Excellent verbal and written communication skills.
• Comfortable engaging confidently with intermediaries and senior stakeholders.
• Highly organised, detail-oriented, and capable of managing multiple priorities.
• Proficient in Microsoft Office and onboarding/CRM systems.
• Ability to work independently and collaboratively across teams and jurisdictions.

What You\\\’ll Love

You will be part of an environment that values integrity and accountability. The role offers the opportunity to contribute to significant business development initiatives, foster client relationships, and collaborate with a skilled team dedicated to maintaining high standards in everything they do.

Interested?

Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here.