This is a compliance-focused, process-driven role with responsibility for managing the administrative aspects of new client onboarding, AML compliance and CRM administration.
The role is non-advisory but carries a high level of responsibility and requires excellent attention to detail, strong organisational skills and confidence dealing directly with clients.
Key Responsibilities
* Manage the end-to-end administrative onboarding process for new clients
* Track onboarding progress and ensure all steps are completed accurately
* Manage the full AML / KYC compliance process in line with Irish regulatory requirements and internal procedures
* Maintain accurate compliance records and audit trails
* Maintain and update client records in Zoho CRM
* Ensure CRM pipelines, statuses and client data are accurate and up to date
* Manage and monitor the shared inbox, responding to routine queries and escalating matters where appropriate
* Support general administrative tasks related to client records and internal systems
Required Experience & Skills
* Previous experience in a client onboarding, compliance, operations or administrative role
* Excellent written and spoken English
* Experience using CRM systems (Zoho experience a strong advantage)
* High attention to detail and accuracy to follow defined processes
* Proactive with strong organisational skills
* Comfortable working both independently and collaboratively with colleagues in a remote environment
Job Type: Part-time
Pay: €23,500.00-€27,000.00 per year
Expected hours: 25 per week
Benefits:
* Work from home
Work Location: Remote