Client & Compliance Assistant
Location: Gloucestershire - Stroud or Gloucester
Hours: Full-time (Monday to Friday)
Salary: Competitive
Due to continued growth, our client is seeking a proactive and detail-oriented individual to join their 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 of a Client & Compliance Assistant:
* Add new client information to the case management system, open matters and document wallets, and produce initial client care documentation.
* Assist with client identification, AML checks, conflict searches, and source of funds documentation.
* Schedule and manage Deeds and Will Requests following firm procedures.
* Handle enquiries and quotes, liaising with clients and directing them to the appropriate departments.
* Assist with scanning, copying, and archiving of documents, as well as managing end-of-matter procedures in the case management system.
* Support reception and undertake other administrative tasks as needed.
Key Skills of a Client & Compliance Assistant:
* 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 ab...