As a Business Administrator, you will play a key role in delivering a first-class service to both new and existing customers. You will be responsible for ensuring that all administrative tasks related to onboarding new clients are completed to a high standard, supporting team members and maintaining excellent customer service.
Key Responsibilities:
* Take initial client instructions and pass them to the appropriate Case Handler.
* Generate client care packs tailored to individual client needs.
* Open new client files and ensure all relevant documentation is completed accurately.
* Obtain and verify client identification and source of funds information.
* Utilize Case Management Systems, Microsoft Word, and Excel for administrative tasks.
* Conduct follow-up and feedback phone calls to maintain service levels and ensure customer satisfaction.
* Perform photocopying and scanning of essential documents.
* Enter data into electronic portals during the client introduction process.
* Arrange and schedule client meetings for initial instruction gathering.
* Ensure compliance with GDPR requirements when handling client personal information.
* Work towards department targets and Key Performance Indicators (KPIs).
* Assist clients by answering queries and guiding them through document completion when necessary.
Key Skills & Requirements:
* Strong administrative and organizational skills.
* Excellent communication and customer service skills.
* Proficiency in Microsoft Word, Excel, and Case Management Systems.
* Attention to detail and ability to work accurately under pressure.
* Ability to manage multiple tasks and meet deadlines.
* Experience in a legal or professional services environment (preferred but not essential).
* Understanding of GDPR and confidentiality when handling client data.
The small print:
* Salary £25,000
* Hybrid working pattern (available after on boarding)
* Office based in East Croydon
* Monday - Friday 9am - 5pm
This is an excellent opportunity for an individual looking to develop a career in legal administration within a supportive and dynamic team environment. If you have a proactive approach and enjoy delivering high-quality service, we would love to hear from you!