Onboarding Administrator

6 months ago

Bristol, United Kingdom Clarke Willmott LLP Full time

_**Vacancy Details**:_

The Onboarding Administrator is an exciting new opportunity available on a full-time basis in our growing central team. You will be joining a friendly and talented team of 13 people and reporting into a supportive and personable Manager.

What makes this role so exciting is the level of development opportunity available, you will receive on the job training and support that will empower you to grow and develop within the team, this is more than a job, it’s a career opportunity.

**Role**:On-boarding administrator
**Location**:Firm-wide
**Hours**:Full-time
**Term**:Permanent
**Vacancy Reference**:1196-BBL

**Who we are**

You’ll be joining a national law firm that enjoys a strong reputation, made possible by our exceptional people - each chosen for their industry knowledge and passion for their field. We want to help you to reach your full potential, love the work you do and deliver the best results for your clients. It’s our goal to make you feel great about working with us, and we work hard to cultivate a culture that makes it easy for you to stay with us for many years.

We work flexibly and you’ll be empowered to work where you do your best work, balancing your individual needs with the need for us to engage as teams and deliver excellent client service.

Most of our people choose to work in a hybrid fashion, working from home and attending our offices on occasion. Our offices are in Bristol, Birmingham, Cardiff, London, Manchester, Southampton, and Taunton.

**Day to day, you’ll be successful in this role by**:
Working as part of an established centralised team to undertake client and matter take-on compliance tasks on behalf of the whole firm.

You will:

- Manage team inbox answering and assigning relevant queries.
- Update dashboard systems in line with SLA’s
- Answer calls from secretaries and fee earners with regards to the onboarding process.
- Receive requests for conflict checks from across the firm.
- Liaise with fee-earners and secretaries to ensure that you have the correct information to run the conflict check, obtaining information from external sources, such as Companies House, where required.
- Run the conflict check using our conflict checking software.
- Review the conflict report to identify any entries which match the search criteria and refer any potential conflict to the Risk Management and Compliance team.
- Communicate the outcome decided upon by the Risk Management and Compliance team to the fee-earner and secretary and implement any further actions needed as a result of their decision.
- Reviewing complex source of funds and source of wealth checks for new or existing clients.
- Periodically evaluate existing clients working with Partners and Fee Earners in order to keep CDD and risk assessments on client files up to date.
- Completing enhanced due diligence for higher risk matters which may include higher risk jurisdictions, PEPs or complex ownership structures.
- Review the Customer Due Diligence (CDD) documents for new or for existing clients to understand our customers and flag any anti-money laundering concerns to the CMI Compliance Team Manager and Money Laundering Report Officer.

You will assist with other daily tasks related to client and matter take-on process, as requested by the Team Manager.

It is an integral part of this role that you comply with information security and all firm policies and procedures.

**This role is right for you if**:
You will be an enthusiastic team player who enjoys helping others and who works collaboratively with colleagues. You will be comfortable working with lawyers at all levels and have good communication skills.

This is an important position which carries a degree of responsibility, as it is vital that the client and matter take-on checks are run accurately and carefully reviewed. You will pay meticulous attention to detail in all your work. Accurate data inputting skills are also essential.

You will be managing many different requests, and you will be working to demanding deadlines. You will need self-motivation, drive, initiative, and great organisational skills.

We expect you to be someone who takes pride in your work and who will provide first class support to our fee-earing teams.

**What we can offer you**:
A career at Clarke Willmott will feel different to other law firms. We thrive on our individual differences and diversity because as a team, we are united by our shared values and mutual respect. Working with us you will feel empowered, valued and free to be yourself in a safe and supportive environment.

Our mission is to help you realise your full potential whilst maintaining a positive work-life balance. We provide a comprehensive learning and development programme and a range of wellbeing initiatives to support your career journey.

There’s no doubt we expect the best from our people and even the occasional extra mile. In return, your dedication and commitment to the continued su

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