WSP Solicitors are a growing, Gloucestershire based legal practice, with offices in Stroud, and Gloucester. The business has been providing legal services to the people of Gloucestershire for over 260 years. WSP specialise in a vast range of personal and commercial law.
WSP Solicitors are:
* Committed to the development of our staff.
* Focused on improving our technology and the ease of access to legal services, for our clients.
* Dedicated to building a positive, strong and inclusive working culture within the business.
What is on offer?
* Being a part of an exciting, growing business who truly put clients first.
* The opportunity to have a hybrid-style, flexible working pattern, based between the office and home.
* The ability to develop yourself professionally through internal and external training. We invest in you, if you invest in us!
* 24 days of annual leave plus Bank Holidays.
* A variety of employee benefits including:
o Life Assurance
o Corporate Health Care Plan
o Employee Assistance Programme
o Bonus Scheme
o Free Car Parking
o Staff Incentive Scheme
o Christmas Saving Club
o Various Staff discounts / Concessions
o Opticians Scheme
The Role
Due to continued growth, we are seeking a proactive and detail-oriented individual to join our team as a Client & Compliance Assistant.
In this role, you will be responsible for supporting the client onboarding process, ensuring compliance, and assisting with various administrative tasks. Key responsibilities include:
* Client Onboarding: Add new client information to the case management system, open matters and document wallets, and produce initial client care documentation.
* Compliance Assistance: Assist with client identification, AML checks, conflict searches, and source of funds documentation.
* Deeds and Will Requests: Schedule and manage Deeds and Will Requests following firm procedures.
* Enquiry Follow-ups: Handle enquiries and quotes, liaising with clients and directing them to the appropriate departments.
* Administrative Support: Assist with scanning, copying, and archiving of documents, as well as managing end-of-matter procedures in the case management system.
* Additional Duties: Support reception and undertake other administrative tasks as needed.
Your Experience & Technical Ability
* Experience in a similar administrative or client onboarding role within a professional services or legal environment is preferred.
* Excellent written and verbal communication skills for interacting with clients and team members.
* Strong attention to detail with the ability to manage multiple tasks efficiently.
* Confident, proactive, team focused.
* Flexible and adaptable to change whilst providing care and attention to help deliver the best service to our clients.
* Being organised and able to use initiative are also considered prerequisites for this important role.
* IT proficient with experience in using MS Office Suite (Word, Excel, Outlook) and preferably experience in using case management software.
What’s next?
If this sounds like you, please send a covering letter detailing your current salary and salary expectations along with your CV, quoting the job reference 0225/CCA to recruitment@wspsolicitors.com.
“WSP Solicitors is an equal opportunities employer”
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