ACT Administrator, Private Bank recruitment
ACT Administrator
Team Overview
ACT was formed to assist Bankers/Portfolio Managers in the aggregation of all documentation required to open a Private Banking account. ACT has set controls with a centralized point of contact for receiving and validating account opening documentation. ACT offers quality and timely service to clients, while acting as a knowledgeable resource in the entire account opening process.
The Account Control Team's functions are to review, validate and authorise account opening documents and the related process.
Role Responsibilities:Documentation tracking and scanning using in house systems.Updating client static data on various in house systems.Filing/Tracking client files.Preparation of client letters.Control and distribution of client documentation for registration with various authoritiesDealing with ad-hoc queries relating to systems, documentation and client information
Qualifications
Previous experience in either KYC or Client On-boarding essentialAttention to detail, methodical, process drivenTeam playerNumerically proficientStrong Microsoft Word/Excell
knowledge
JPMorgan offers an exceptional benefits program and a highly competitive compensation package.JPMorgan is an Equal Opportunity Employer.