Description
Onboarding Administrator
Pertemps are currently working with leading law firm in Basingstoke who are looking for an Client Onboarding Administrator to join their compliance team. This is a full time, permanent position.
Responsibilities as an Onboarding Administrator:
– Responsible for generating and processing due diligence checks on all new clients
– Carrying out identity checks, financial/ source of wealth checks.
– Extensive client liaison, both in person and via phone and email to arrange checks
– Opening new client files within the case management system
– Reporting all flagged checks to the compliance team
– Providing back up support for main phone enquiries as and when needed
– Able to provide advise to clients and provide a positive experience
Requirments for this position:
– Extensive administration experience
– Experience of performing due diligence checks is advantageous
– High competency with Microsoft Office including Excel
– Previous experience with CRM systems
– Clearsighted and able to make informed judgments
– Strong written and communication skills
– Experience managing a small team would be advantageous
The Onboarding Administrator role:
– Monday to Friday 9am – 5.30pm with a 5pm finish on Fridays
– Starting salary of £25,000
– Company pension scheme and group life assurance scheme
– 26 days annual leave
– Regular social events
If you are interested in this Onboarding Administrator position please apply below or get in touch with Jemma at Pertemps
