- Work collaboratively as part of a team to ensure compliance quality standards and audit requirements are met in line with the firm’s policies and procedures.
- Manage client onboarding processes for both new and existing clients, including the opening of electronic (and physical, where necessary) files. This includes:
- Obtaining and reviewing client identification, and explaining the ID process where appropriate
- Entering client information into the practice management system, and where applicable, into the probate or residential conveyancing systems
- Preparing and issuing client care letters and Terms of Service
- Checking for existing wills or deeds and arranging file retrievals where necessary
- Carrying out Anti-Money Laundering (AML) and UK sanctions checks
- Performing conflict checks
- Alerting legal teams to any issues identified during the file opening process
- Ensure all file openings are completed accurately and returned to the relevant lawyer within agreed timescales and service levels.
- Update and maintain the client and contact database to ensure accurate records.
- Respond promptly to both internal and external enquiries.
- Communicate with clients over the telephone and in person regarding document releases and general enquiries.
- Handle new enquiries—received via phone, in person, email, or the website—for all residential property and private client matters, and complete the appropriate enquiry forms.
- Close electronic and physical files in line with the firm’s procedures.
- Provide administrative support to the Private Client department.
- Offer additional assistance to the wider practice support team and the business as a whole to help maintain a high standard of client service.
Back to searchNew Business Legal Assistant
Law Staff Limited
Posted 23 days ago, valid for 6 days
St. Albans, Hertfordshire AL3 6JZ, England
Full Time
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Sonic Summary
- Our client is looking for a New Business Assistant to provide exceptional client service and ensure regulatory compliance in a distinguished law firm ranked in the Top 500.
- The role involves managing client onboarding processes, overseeing file openings, and responding to enquiries for the Property and Private Client departments.
- Candidates should have a minimum of 2 years of experience in a similar role and possess strong organizational and communication skills.
- The firm offers a competitive salary of £30,000 - £35,000 per annum, depending on experience.
- This position is ideal for someone who is detail-oriented and committed to maintaining high standards of client service.
