Onboarding Administrator

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!