Onboarding Assistant

Onboarding Assistant

£25,000

Reading

Our client, a well-established law firm based in Reading, is currently seeking a highly organised and professional Onboarding Assistant to support their expanding team. This is a fantastic opportunity to play a key role in delivering a seamless onboarding experience for new clients, while helping the firm meet its regulatory and compliance obligations.

About the Role

As an Onboarding Assistant, you will guide clients through the initial stages of their legal journey with the firm. Your responsibilities will centre around conducting due diligence and compliance checks, including identity and financial verifications. You will be handling sensitive client information, so professionalism, discretion, and attention to detail are essential.

Key Responsibilities:

• Conduct due diligence on all new clients, including identity verification, source of funds/wealth checks, and PEP/adverse media screening
• Liaise with clients by phone and email to coordinate compliance checks, resolve queries, and gather outstanding information
• Maintain accurate and detailed records of checks and communications
• Identify and escalate any compliance concerns or irregularities
• Collaborate closely with fee earners and support teams across different departments to ensure smooth onboarding

What We're Looking For:

• Previous experience in compliance, client onboarding, or due diligence roles (preferred)
• Proficient in Microsoft Office, particularly Outlook and Word
• Clear and professional communication skills, both written and verbal
• High level of accuracy and attention to detail
• Strong organisational skills and ability to prioritise tasks in a fast-paced environment
• Confident yet courteous when following up with clients or requesting sensitive information
• Ability to handle confidential information with integrity and discretion
• Self-motivated and comfortable working both independently and as part of a wider team

If you would like to learn more about this opportunity, contact Gavin Coleman for a confidential discussion.

LR Legal is a specialist legal recruitment agency with a reputation based on trust and integrity. We will always ask your permission before sending your CV to any of our clients.