Middle Office Support Team - Senior Support Assistant
Arbuthnot Latham has been associated with banking since 1833. We combine private and commercial banking, wealth planning, and investment management. We believe in traditional relationship and service-led banking powered by modern technology.
The Middle Office purpose is to support Front office and Back Office teams with AML including onboarding activities, seeing the process through each stage. To ensure work is processed in an efficient and accurate manner, meeting SLA’s and Service Standards, whilst providing a work environment that generates positive energy, creativity, and teamwork among employees. To ensure goals are achieved in processing all client requests and transactions with minimal errors and within deadlines set.
Key Responsibilities
Client Service and Sales Support
* Monitor and prepare AML reports and assessments as requested.
* Manage the Banks Onboarding process in a timely and accurate manner.
* Undertake various other account maintenance processes.
* Undertake Project work when required.
* Development of new ideas to improve client service, including systems across the bank which may streamline processes and cut costs.
* Ensure thorough testing has taken place.
* Assist with writing of procedures and processes as required.
* Responsible for keeping client records updated.
* Archiving and keeping paper and electronic filing up-to-date.
* Assistance in administration of office management tasks.
* Undertake project work when required.
Senior Responsibilities
* Workflow and SLA management ensuring all work is undertaken correctly in a timely manner by the whole team.
* Management of team rotas.
* Checking – ensuring AML, KYC and onboarding packs meet required standards.
* SME (Subject Matter Expert) for AML & KYC reports.
* Training new staff and on new systems.
* Testing new systems and changes as and when required.
* Projects as required.
* Preparation of reporting packs for Leadership team.
Key Interfacts
* Front Office, Financial Crime Prevention and Data keying teams on a daily basis at all levels.
Person Specification
Knowledge / Experience
* Proficient in Microsoft Office and strong computer skills (e.g. data entry, data checks, Google search).
* Knowledge of banking operational processes an advantage but not essential.
* Prefer knowledge of compliance and risk processes and regulations.
Communication Skills
* Effective written and verbal skills.
* Able to give and receive information and advice.
* Ability to work in a team for a common goal.
* Able to maintain a high level of confidentiality, diplomacy, and discretion.
* Problem Solving and Judgment
* Team Working
* Customer Focus
* Planning and Reviewing
* Communication and Confidence
About Us
Work, Life and Benefits
Arbuthnot Latham is committed to equal-opportunities for all staff and candidates. We embrace inclusion & diversity and understand why they are critical for the success of our business and people.
At Arbuthnot Latham we offer:
* Competitive salary, pension & holiday allowance
* BUPA Health cover
* 4x Life Assurance
* Discretionary bonus
* Market leading maternity/paternity and menopause policies
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