Excel Administration Expert

2 days ago


Taunton, Somerset, United Kingdom Albert Goodman LLP Full time

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.
What We Offer
  • 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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