Job Description

Reports to the Client Onboarding Manager

The purpose of this position is to support the Bank Account Management team with the opening of bank accounts for Aztec clients, whilst adhering to the Account Opening Framework.

With continued growth across the Aztec Group, we\'re always on the lookout for bright individuals to join our journey and help support current and future business needs. In this role, we are confident that we can provide you with a challenging career which offers exceptional learning and development opportunities combined with progression.

Key responsibilities:

• Assist with all aspects of the bank account opening process
• Perform data capture for account opening
• Report and submit account opening incidents
• Responsible for reviewing the Onboarding support mailbox
• Participate in meetings with the banks
• Handle queries by liaising with colleagues, internal departments, and other banks where applicable
• Ensure tasks are being handled in accordance with the agreed procedures/policies framework
• Undertake routine office and clerical tasks, where necessary

Skills, knowledge, expertise:

• 1+ years experience in an office-administrative role
• Experience in the Financial Services industry and an understanding fund structures would be highly regarded (to be supported through the Aztec Academy)
• Previous banking and/or on-boarding experience is preferred, but not essential
• Positive and proactive approach
• Computer literacy skills and interpersonal skills are essential

Who are we?

Aztec Group has come a long way since first opening its doors in Jersey back in 2001. Our size and reach may have changed, but one thing that hasn\'t is our identity - we\'re proud to be a truly independent, owner-managed business that puts our people and clients at the centre of everything we do.

We understand that everyone will put value on different things and that\'s why our employee package includes a variety of benefits. Here are some of the core benefits for all our people:

• Competitive salary
• Discretionary bonus scheme
• Flexible, hybrid working
• Generous holiday allowance
• Pension scheme
• Private medical insurance, including eye care
• Permanent health insurance
• Life assurance (death in service and critical illness benefit)
• Worldwide travel insurance
• Ability to work abroad for up to 3 weeks per annum
• Regular social events
• Health and wellbeing programmes
• On-site parking (Guernsey and Southampton only)
• Significant investment into your personal and professional development

We will provide the training, both in house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.

Aztec Group