Client Data Administrator required to join a Private Wealth Organisation on an initial contract basis.
The role holder will be required to carry out a systematic review of client and account data in order to ensure that regulatory requirements are met across a multi-jurisdictional client base.
The role holder will work closely with a small core project team but also in contact with all areas across the business to systematically review client data, including, sourcing, populating and correcting as necessary in order to meet the data quality and integrity requirements.
Analysing and organising high volumes of client and financial data.
Preparing datasets for client mailings import/export etc.
Systematic review of specific areas of client database.
Skills & Experience:
Experience working in the financial services industry.
Substantial experience working with client / account systems, preferably Rhymesight.
Detailed understanding of KYC compliance requirements and practice.
Excellent attention to detail with a high degree of accuracy.
Experienced in using Microsoft Excel.
Hours & Benefits:
Structured working pattern- core business hours, central Douglas based, competitive rates of pay.