Excel Administration Expert
2 days ago
We are seeking an organised and detail-focused Client Onboarding Coordinator to join our Practice Protection team in Taunton on a full-time basis.
About the Role- All onboarding procedures, including Know Your Client (KYC) and regulatory due diligence, have been properly carried out.
- All data for clients is complete and kept up to date.
- Proficiency in IT software packages including Excel, Outlook, and Teams.
Required Skills:
- Excellent administrative skills.
- Ability to work accurately and efficiently.
- Knowledge of Anti-Money Laundering and Know Your Client (KYC) onboarding requirements.
- A minimum of 25 days holiday which increases with length of service. Plus the option to buy and sell holiday.
- An annual salary review.
- Life assurance, which includes access to a smart health app.
- An employee assistance programme for you and your family.
- One volunteering day per year.
- Cinema society discounts.
- GymFlex discounts.
- Bupa health and cash plans available.
- Electric car and cycle to work schemes.
About AG Albert Goodman LLP
We are a leading firm of Chartered Accountants, Tax Consultants, and Financial Planners, providing high-quality advice to over 5000 local and national businesses and individuals.
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