# Client Take-on Administrator/Senior Administrator at Bedellcristin

> Location unclear · Senior · Other · open. Source: https://alderhq.app/jobs/pinpoint%3Abedellcristin%3A616868 (read 2026-11-14).

## Facts (observed)

- Company: [Bedellcristin](https://alderhq.app/companies/bedellcristin)
- Location text: Jersey
- Where it can be done from (inferred): Location unclear (evidence: "Location: Jersey")
- Posted: 2026-11-10 (3 days ago)
- First seen by alder: 2026-11-10 · last verified: 2026-11-12
- Reposted: 0 times · edited: 1 times
- Apply on the employer's site: https://bedellcristin.pinpointhq.com/en/postings/51137955-fc08-4e8d-8438-821fdc37098d

## Pay and sponsorship

- Posted pay: not posted

## Description (the employer's text)

Purpose of the job

We are looking for either a talented quick learner or experienced individual to assist with all aspects of the client due diligence process within the Client Take-On team.

### Responsibilities

More about the role

- Review and prepare client/matter files and open the new matter through the on-boarding software (Intapp)
- Determine CDD requirements in line with our defined policies
- Check relevant databases to ascertain whether a potential client is an existing client or whether there are any identified screening risks present
- Undertake media searches, appropriate checks, and prepare internal and external documentation as applicable including the preparation of high risk/Pep applications where applicable and CDD requests
- Liaise with clients/internal stakeholders as appropriate
- Prioritise and track the receipt of CDD documentation, matter opening and obtain progress updates from the client or fee earner on a regular basis
- In consultation with the relevant fee earner agree approach to obtaining additional information as necessary
- Potential to support junior members of staff in formulating CDD requests and understanding complex structures (dependent on experience)
- Liaise with members of the Compliance team as required for guidance and advice
- Escalate any issues/risks arising promptly to the fee earner, group partner or Compliance team where appropriate
- Ensure an awareness and understanding of Regulatory requirements in the relevant jurisdictions in which we operate, particularly BVI, Cayman, and Guernsey.
### Skills

Qualifications

- Educated to A-level or equivalent standard
- Ideally have completed or be looking to undertake a relevant qualification
### Knowledge/skills/experience

- Previous experience within a CDD/Client Take-on role is preferred
- Prior experience in a professional/financial services environment
- A good understanding of company, trust, and fund structures is desirable
- Ideally have previous exposure to a compliance or legal environment
- Good technical and regulatory knowledge of BVI, Cayman, Guernsey and Jersey would be an advantage, and a willingness to develop an understanding of AML legislation
- Competent systems and IT user
- Strong prioritisation, time management and the ability to work under pressure
### Benefits

We would like you to have

- Good interpersonal skills which are required to develop close working relationships with colleagues and clients.
- An eye for detail
- Flexibility, energy, and enthusiasm
- A solution driven attitude to problems
- Good organisational skills and the ability to work methodically and accurately
- A team player approach
In this role you will be expected to

- Adhere to all policies, procedures and regulations including those around sanctions, anti-money laundering, terrorist financing and proliferation financing
- Have a willingness to continually develop your skills and knowledge
- Act in accordance with our values and core behaviours
- Be flexible as occasionally you may be asked to work beyond your contracted hours to support urgent transactional work

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Data: alder (https://alderhq.app). Cite https://alderhq.app/jobs/pinpoint%3Abedellcristin%3A616868 and the date you read it. Observed facts come from the employer's own listing; location reach, level, family and skills are inferences.
