Client Information Administrator

4 weeks 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.



  • Edinburgh, United Kingdom The Scotch Whisky Research Institute Full time

    The Scotch Whisky Research Institute (SWRI) is the research and technology organisation for the UK distilling industry. SWRI’s UKAS accredited laboratory is based at the Heriot Watt Research Park on the west side of Edinburgh where we carry out an innovative programme of research to support the Scotch Whisky industry through all stages of the production...


  • Edinburgh, United Kingdom State Street Full time

    Job Description : Work within IAMS (Identity and Access Management Services), seeking an Information Security Administrator, Associate 2 to act as an operational account administrator supporting various applications within State Street Corp. Responsibilities: •Creating and opening accounts on various applications within SSC. •Monitors...


  • Edinburgh, United Kingdom State Street Full time

    Job Description:Work within IAMS (Identity and Access Management Services), seeking an Information Security Administrator, Associate 2 to act as an operational account administrator supporting various applications within State Street Corp.Responsibilities:•Creating and opening accounts on various applications within SSC.•Monitors day-to-day...


  • Edinburgh, Edinburgh, United Kingdom State Street Full time

    Job Description:Work within IAMS (Identity and Access Management Services), seeking an Information Security Administrator, Associate 2 to act as an operational account administrator supporting various applications within State Street Corp.Responsibilities:•Creating and opening accounts on various applications within SSC.•Monitors day-to-day application...

  • Client Administrator

    12 hours ago


    Edinburgh, United Kingdom Evelyn Partners Full time

    Job DescriptionWhat will you be doing?To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.Some of your responsibilities will be to:To work closely with the aligned Financial Planners to deliver excellent...

  • Client Administrator

    10 hours ago


    Edinburgh, United Kingdom Eden Scott Full time

    AML & Client Due Diligence Administrator Eden Scott's client a leading financial institution committed to maintaining the highest standards of integrity and compliance is seeking AML & Client Due Diligence Administrator . As an AML & Client Due Diligence Administrator you will play a key role in our compliance function, responsible for conducting...


  • Edinburgh, United Kingdom Crown Office and Procurator Fiscal Service Full time

    **Details**: **Reference number**: - 255401**Salary**: - £22,182 - £24,488- All salaries are pro rata for part-time staff**Job grade**: - Administrative Officer- Band B**Contract type**: - Permanent**Type of role**: - Administration / Corporate Support**Working pattern**: - Full-time**Number of jobs available**: - 2Contents Location About the...


  • Edinburgh, United Kingdom UK Civil Service Full time

    Job summaryThe Analytics and Management Information (MI) team sit within the Human Resources division at COPFS. Our team are responsible for accurately developing, maintaining and analysing reports that provide insights on staffing profiles and absence levels to business managers, financial business partners and senior leaders across the service. These...


  • Edinburgh, United Kingdom Gallagher Full time

    Overview Fresh off the back of a number of years of growth within our Pension administration business, and following the acquisition and continuing integration into Gallagher, we're looking to recruit a Client Relationship Manager; to support our Client Executive teams in managing the relationships between us, our administration teams and our clients. This...


  • Edinburgh, United Kingdom Page Personnel Full time

    Our client is looking for a temp to start asap! Client Details A leader in their field! Description We are looking to appoint a temp Information Governance Assistant for an assignment of 4-6 weeks - is that something you could help with please? The role is equivalent to Grade 5 so the temp would get c £13.77 hourly rate, equivalent to £25,138 per...


  • Edinburgh, United Kingdom Page Personnel Full time

    Our client is looking for a temp to start asap! Client Details A leader in their field! Description We are looking to appoint a temp Information Governance Assistant for an assignment of 4-6 weeks - is that something you could help with please? The role is equivalent to Grade 5 so the temp would get c £13.77 hourly rate, equivalent to £25,138 per...

  • Administrator

    4 weeks ago


    Edinburgh, United Kingdom Facts & Figures (Scotland) Ltd Full time

    We are looking for an experienced administrator who has worked in an office environment to join our friendly team. Key duties in this role will include: **Reception** - Greeting and welcoming new and existing clients into the office - Dealing with client enquiries - Maintaining a knowledge of our services to provide efficient customer service and - pass...

  • Client Specialist

    3 weeks ago


    Edinburgh, United Kingdom McEwan Fraser Legal Full time

    Due to business demand and a focus on continued success, we are currently looking for Client Specialists to join us in our Edinburgh Head Office. If you’ve ever been told you’re a great listener and you enjoy dealing with people, this is an ideal opportunity. As an added bonus, you will gain valuable, hands-on property experience in this fast-paced...


  • Edinburgh, United Kingdom Blue Arrow Full time

    **Temporary Assistant, Information Governance** **Role Description** Information Governance is a professional service team within the Governance and Legal Services Directorate. Working collaboratively with colleagues within the Directorate and across the organisation to support their mission and contribute to its strategic priorities, we promote effective...


  • Edinburgh, United Kingdom CleverHR Full time

    We have an excellent opportunity to join this well respected, leading Financial Planning firm. The company provide financial advice to both private and corporate clients, helping them navigate across the full spectrum of products. This includes retirement planning, investment planning, workplace pensions and various insurances. **Key...


  • Edinburgh, United Kingdom Aptia Full time

    Aptia is a new force in the employee benefits and pensions administration services, on a mission to change the world of administration for the better. In an underserved market, with huge potential for growth, Aptia will serve 1,100 clients in the US and UK markets and will be supported by shared services in India and Portugal - helping more than seven...


  • Edinburgh, United Kingdom Aptia Full time

    Aptia is a new force in the employee benefits and pensions administration services, on a mission to change the world of administration for the better. In an underserved market, with huge potential for growth, Aptia will serve 1,100 clients in the US and UK markets and will be supported by shared services in India and Portugal - helping more than seven...


  • Edinburgh, United Kingdom Stafffinders' Client Full time

    Are you a qualified Chartered Building Surveyor, ready to take the next step in your career? We’re working with a multi-disciplined construction consultancy based in Edinburgh, who are looking for a talented and ambitious Building Surveying professional to join their team. Schedule of Monday to Friday, 9am – 5pm Flexible working options Electric...


  • Edinburgh, United Kingdom Eden Scott Full time

    My client is a leading chartered wealth manager based in the city centre. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or to join their expanding Edinburgh team providing support to their advisers. This is a unique opportunity to join a leading organisation focussing on HNW wealth...


  • Edinburgh, United Kingdom Pertemps Glasgow Full time

    Role: Private Client Solicitor Location: Edinburgh Salary: DOE Pertemps are recruiting a Private Client Solicitor to work with our Edinburgh based client. Responsibilities:Manage a diverse caseload of private client matters, including wills, estate planning, and power of attorney.Provide expert legal advice to clients, ensuring their needs and objectives...