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Everyone who comes to us is looking for something, or someone, special. We work hard, right from the outset, to understand exactly what or who that is. Whether you’re an experienced professional seeking that next step up the ladder, or a people person looking for a great team fit, we’ll invest our time in making sure we get it right.
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Back to ResultsJoin a leading independent fiduciary firm as an Assistant Manager in their Onboarding team.
This key role involves welcoming new clients and structures, ensuring all documentation is received, CDD checks and Source of Wealth/Funds verifications are accurately completed. You’ll work closely with compliance, fiduciary, and CDD teams, supporting the smooth transfer of existing structures and the setup of new ones, while liaising with committees, investment teams, and operations to ensure ongoing monitoring and compliance.
Ideal candidates will have significant fiduciary experience, a solid understanding of regulatory requirements, and experience in enhanced due diligence.
Flexible or reduced hour working options are available, making this an exciting opportunity to contribute to client-focused onboarding in a supportive, professional environment.
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