Client Information Administrator

7 months ago


Edinburgh, United Kingdom Turcan Connell Full time

Job Advert

Turcan Connell is seeking Client Information Administrator to join our Risk & Compliance team in our Edinburgh office. The position is on a full-time permanent basis, core hours are Monday to Friday, 9am to 5pm, 33.75 hours per week. Initially full-time office based, however, in the long term the Firm supports a hybrid working approach through our Smarter Working policy.

**Responsibilities**

The Client Information Administrator will provide support to the Client Take on and Data Administrator in maintaining the quality of client data within our practice management system.

Core duties are:

- Ensure data changes are processed accurately and in a timely manner.
- Assist with the reopening of clients and matters identifying any additional information required.
- Identify and carry out initial investigation into data discrepancies.
- Carry out electronic verification to support client address changes.
- Assist with client and matter closures.
- Work closely with the Anti Money Laundering function to ensure processes and records remain aligned.
- Assist with the upkeep of the client take on forms to ensure they reflect current data capture requirements.
- Work with the Business Development department to validate source of business information.
- Assist with data cleanse activities.
- Collate data to provide reports to colleagues across the business.
- Support department projects as required.

**Skills/Qualifications**

A high degree of accuracy and attention to detail as well as problem solving skills are essential. Strong pc skills are essential and full training will be provided on the various systems used throughout the Firm. A high level of discretion and confidentiality is needed for this role as you will be exposed to highly sensitive information.


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