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Our prestigious client based in St Albans is looking for a new addition to their expanding team. The role is working within the new business section of this practice.
The role is full time working Monday to Friday where you will be supporting the team delivering a high level and consistent client experience and compliance support to the firm by dealing with file openings/closings for all firm matters and new enquiries for the property and private client teams.
You will be responsible for new and existing client on-boarding procedures and opening electronic (and physical where required) files to include:
Obtaining and reviewing client identification and where appropriate explaining the ID process to clients
Inputting client data onto practice management system and if applicable the probate or residential conveyancing case management system
Producing client care letter and sending out Terms of Service
Checking the system for existing wills/deeds and requesting any file retrieval (if needed)
Completing Anti Money Laundering (AML) searches
Undertaking UK sanctions regime checks
Conflict checks
Advising our legal teams of any issues arising from the file opening process.
Interacting with clients over the telephone and face-to-face regarding document releases and general enquiries
Key Skills:
- Attention to detail
- Experience of inputting data and experience of working to tight timescales
- Excellent interpersonal skills and organisational skills
- Analytical thinking
- Time management
- A good communicator (both written and verbal) and have the confidence to discuss ID requirements with our clients, as well as with members of the firm
- Committed to providing excellent client service
- Proficient with IT.
- Legal secretarial, administration or any other type of office based experience is essential
- Experience of working with a practice management system would be preferred
- Experience in law firm compliance requirements is desirable
This is an administrative role and would suit someone who has a working legal background who is not looking for a training contract.
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