Onboarding Administrator

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.