Onboarding Administrator

would be great for data lovers.

Salary : £25K Location : Central York, easily accessible Job Type : Full-time

We are seeking a dedicated and detail-oriented Onboarding Administrator to join our client's Compliance Department. This position requires a proactive individual with excellent organisational and communication skills, who can effectively coordinate between clients and internal teams.

Day-to-day of the role:

• 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.

Required Skills & Qualifications:

• Proficiency in Microsoft Office products and previous office administration experience.
• Self-motivation with energy, positivity, and a can-do attitude.
• As this role is data entry heavy, great attention to detail is crucial.
• Good organisation and ability to prioritise.
• Great communication skills.

Benefits:

• Lovely 9am-5pm working hours.
• Health & Wellbeing Benefits.
• Legal Services Discounts (eligibility applies).
• Enhanced Annual Leave and Long Service Awards.
• Cycle to Work Scheme (eligibility applies).
• Team Building: Corporate volunteering, wellbeing events, office treat days, colleague of the month awards, and festive celebrations.

If this sounds like you, don't hesitate in applying!