Client Information Administrator

2 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.

  • Client Services Administrator

    9 hours ago

    Edinburgh, United Kingdom Search Consultancy Full time

    Job title: Client Services Consultant; Administration Desk Reporting to: Digital Administration Manager Location: Edinburgh Core hours: 7 hours / day ranging between 7.30am and 5.00pm **Salary**: Up to £24k Job Purpose: The role will suit an individual who likes variety, maintains a high degree of accuracy and excellent attention to detail, is able to...

  • Client Service Administrator

    7 hours ago

    Edinburgh, United Kingdom Search Consultancy Full time

    Our client are an established Wealth Management company based in Edinburgh and we are recruiting for a Client Service Assistant. - Experience within Financial Services including Pensions and Investments essential - Provide dedicated support/administration including regulatory requirements, marketing, client servicing and IT - Maintain and build customer...

  • Legal Administrator, Private Client

    2 weeks ago

    Edinburgh, United Kingdom Rae McCabe Associates Full time

    **Legal Executive / Administrator - Private Client** **Edinburgh** **up to circa £30,000 (flexible)** Rae McCabe Associates is recruiting on behalf of a leading Scottish Law Firm within their busy and highly reputable Private Client team. The role is newly created and is a bit of a mix between a Paralegal and an Administrator - with no feeing...

  • Legal Administrator

    6 days ago

    Edinburgh, United Kingdom Rae McCabe Associates Full time

    **Legal Administrator - Private Client** **£25,000 - £30,000 (+/- doe)** **Edinburgh** A fantastic opportunity for a professional and experienced **Legal PA / Administrator**to join a leading Scottish Law Firm, supporting busy fee earners in their Edinburgh office. The post holder is an integral member of the team with the role existing to provide...

  • Research Information Administrator

    1 week ago

    Edinburgh, United Kingdom University of Edinburgh Full time

    **Salary Range - UE05, £25,285 - £28,929** **College/School/Department - Medicine and Veterinary Medicine College Office** **Contract type - Fixed-term (Maternity Cover)** **Full Time - 35 hours per week (Available As A Secondment for University Staff)** We are looking for a Research Information Administrator who is able utilise their skills in...

  • Team Administrator

    9 hours ago

    Edinburgh, United Kingdom Anderson Strathern LLP Full time

    Anderson Strathern is one of Scotland’s leading full service law firms. We are a progressive leading Scottish law firm with a strong brand focused on taking our clients where they want to be. We have offices in Edinburgh, Glasgow, East Lothian and Shetland. We pride ourselves in providing a seamless, high quality service delivering commercial and practical...

  • Private Client Administrator

    11 hours ago

    Edinburgh, United Kingdom Murray Beith Murray Full time

    The firm: Murray Beith Murray is one of Scotland’s leading private client law firms. For over 175 years we have specialised in meeting the legal, financial and administrative needs of individuals and families, trusts, charities and private companies. The role We have a new vacancy for a Private Client Administrator within our team responsible for trust...

  • Legal Executive

    9 hours ago

    Edinburgh, United Kingdom Rae McCabe Associates Full time

    **Legal Executive / Administrator - Private Client** **Edinburgh** **circa £30,000 (flexible)** Rae McCabe Associates is recruiting on behalf of a leading Scottish Law Firm within their busy and highly reputable Private Client team. The role is newly created and is a bit of a mix between a Paralegal and an Administrator - with no feeing targets. We are...

  • Client Servicing Administrator

    7 days ago

    Edinburgh, Edinburgh, United Kingdom Burgh Recruitment Full time €25,000 - €35,000 per year

    Client Servicing AdministratorLocation: Edinburgh (EH10)Salary: Up to £29,000 (DoE) + Bonus + Benefits + Excellent career development opportunitiesAre you keen to develop your skills and knowledge, and take professional qualifications towards a career in Paraplanning or potentially leading to Advising?Are you an enthusiastic Client Servicing Administrator...

  • Client Servicing Administrator

    7 days ago

    Edinburgh, United Kingdom Burgh Recruitment Full time

    Client Servicing AdministratorLocation: Edinburgh (EH10)Salary: Up to £29,000 (DoE) + Bonus + Benefits + Excellent career development opportunitiesAre you keen to develop your skills and knowledge, and take professional qualifications towards a career in Paraplanning or potentially leading to Advising?Are you an enthusiastic Client Servicing Administrator...