Operations & Administration
Operations & Onboarding Associate
About the Role
This role is designed to strengthen operational resilience by distributing workload across the team and eliminating dependency on individual contributors. The ideal candidate will execute tasks with precision while continuously identifying opportunities to improve the efficiency, consistency, and reliability of our operational workflows.
Key Responsibilities
Client Onboarding & Account Setup
- Review client identification and regulatory documentation for individuals, companies, trusts, and complex structures.
- Conduct compliance refresh checks and prepare onboarding materials.
- Complete custodian forms and coordinate with PM assistants, custodians, and compliance teams.
Transaction Processing
- Process deposits with Source of Funds verification.
- Manage withdrawal requests, call-backs, inter-account transfers, and settlement confirmations.
International Tax & Regulatory Compliance
- Support cross-border tax residency declarations and foreign investment forms.
- Troubleshoot digital tax documentation platform issues.
- Maintain regulatory documentation logs for enhanced due diligence.
Process Improvement
- Identify operational inefficiencies and bottlenecks.
- Propose workflow simplifications and automation opportunities.
- Contribute to SOPs and process documentation.
- Escalate recurring issues with practical, actionable solutions.
Requirements
- 2–4 years in financial services operations, onboarding, compliance, or client administration.
- Solid understanding of KYC/FICA/FAIS requirements.
- Strong organisational capabilities and ability to manage multiple concurrent tasks.
- Excellent written and verbal communication skills.
- High attention to detail and accuracy.
- Exposure to international tax documentation (desirable).
- Investment platform familiarity and knowledge of onboarding for trusts and offshore structures (desirable).
Ready to Apply?
Send your CV and a cover letter with your relevant experience, earliest availability, and salary expectations.
Apply via FormEmail DirectlyRole Summary
Department
Operations & Administration
Type
Full-time
Location
Beau Plan Business Park, Mauritius
Seniority
Mid-Level
Reports To
Operations & Administration Team Lead