Job Description

Onboarding Administrator

Overview

We are seeking a dedicated and detail-oriented Onboarding Agent to join our client's Compliance Department. As one of the first points of contact for new clients, you will play a pivotal role in ensuring a seamless and professional onboarding experience. This position requires a proactive individual with excellent organizational and communication skills, who can effectively coordinate between clients and internal teams.

Benefits

• Salary: Circa £25K


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  Team Building: Corporate volunteering, wellbeing events, office treat days, colleague of the month awards, and festive celebrations

  
  


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  Working hours:  Lovely 9am-5pm working hours

  
  


• Central York so very easily accessible from anywhere


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  Health & Wellbeing Benefits

  
  


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  Legal Services Discounts (eligibility applies)

  
  


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  Enhanced Annual Leave and Long Service Awards

  
  


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  Cycle to Work Scheme (eligibility applies)

  
  

Responsibilities

As an Onboarding Agent, your key responsibilities will include:

• Set up and maintain new client files using the case management system.


• Add and update contacts, including beneficiaries, executors, attorneys, and other relevant parties


• Complete client due diligence, including identification and AML checks for clients and connected individuals.


• Issue and monitor Terms of Business and standard conveyancing questionnaires, ensuring signed documents are returned and recorded.


• Coordinate the sending, receipt, and organisation of property information forms and related documentation.


• Carry out bankruptcy searches on beneficiaries 


• Work closely with colleagues, support teams, and administrative colleagues to ensure matters progress efficiently.


• Assist clients throughout the onboarding process by responding to questions, resolving issues, and providing clear and timely support.


• Review existing onboarding procedures and suggest improvements to make the process more efficient and provide a better client experience.

Qualifications

• Proficiency in Microsoft Office products and previous office administration experience 


• Experience using web-based systems such as quote platforms and client platforms.


• Self-motivation: energy; positivity; can-do attitude


• As this role is data entry heavy, we are looking for great attention to detail


• Good organisation and ability to prioritise


• Great communication skills

We do our best to make our adverts as specific as possible so that you do not spend your time applying for roles which are not a match. If you meet the criteria for the role we will be in contact with you.  If you do not, we will email you to advise you of this. If we feel there may be other roles available for you, we will add your details to our database.

Charterhouse Recruitment (Yorkshire) Ltd is committed to a policy of equal opportunities in relation to job applications.  A copy of our Diversity Policy is available upon request.

Charterhouse Recruitment (Yorkshire) Ltd is acting in the capacity of an Employment Agency for permanent appointments and an Employment Business for temporary assignments.

At Charterhouse Recruitment we are committed to protecting your personal data.  Please click on the link below to read our privacy notice which provides you with all you need to know about how we will use and process your data.

 http://www.charterhouserecruitment.co.uk/privacy-notice/

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