Job Description

- Attend and complete all assigned trainings. - Attend and participate in relevant internal and external calls. - Process and index all pertinent emails accurately and efficiently. - Show ownership and ability to prioritize tasks, work on multiple assignments, and ensure assigned tasks are completed in a timely fashion. - Follow and maintain compliance with company policies and procedures. - Assist the department in mitigating the risks for errors. - Manage expectations and turnaround times by effectively communicating both externally and internally. - Provide support to third parties when necessary (Investors, Advisors, Clients, Bankers, etc.). - Review investor documentation and provide comments. - Maintain investor documentation and KYC documents, organizing them on internal drives/systems. - Communicate escalations to management in a timely manner. - Understand detailed KYC requirements. - Demonstrate advance email etiquette. - Assist in training current and new team members. - Participate in enhancements, testing, and projects, providing relevant feedback. - Review and provide feedback on Associate Is work. - Manage and lead KYC related client calls with minimum support. - Help maintain Standard Operating Procedure (SOP) that meets Alter Domus and Industry standards. - Serve as a back-up to Manager. - Handle complex inquiries independently. - Process and complete workload without assistance. - Provide solutions in ad hoc situations. - Deliver monthly information for all areas of operation in line with KPIs and SLAs. - Work with management, team, and clients on escalations. - Deliver and produce structured training for groups, associates, and new hires. - Provide feedback on enhancements and projects. - Demonstrate ability to act as final reviewer and provide feedback to colleagues workflows. - Manage/assist in leading a small team of direct reports and their clients. - Manage/maintain relevant systems/files for billing clients for KYC-related tasks. - Be a Subject Matter Expert (SME) in various KYC/AML topics. - Assist in performance and development of direct reports. - Help drive KYC Key Performance Indicators (KPIs) and help with team allocations. WHAT WE OFFER: We are committed to supporting your development, advancing your career, and providing benefits that matter to you. Our industry-leading Alter Domus Academy offers six learning zones for every stage of your career, with resources tailored to your ambitions and resources from LinkedIn Learning. Our global benefits also include: Support for professional accreditations such as ACCA and study leave Flexible arrangements, generous holidays, birthday leave Continuous mentoring along your career progression Active sports, events and social committees across our offices Support with mental, physical, emotional and financial support 24/7 from our Employee Assistance Program The opportunity to invest in our growth and success through our Employee Share Plan Plus additional local benefits depending on your location