Our client is seeking a New Business Assistant to ensure exceptional client service and regulatory compliance by overseeing the opening and closing of files across all practice areas and managing new enquiries for the Property and Private Client departments.
The Firm:
Our client is a distinguished law firm, ranked in the Top 500 and holding numerous prestigious accreditations in recognition of their exceptional legal advice. With a rich history spanning two centuries, they have cultivated a strong and respected presence as a premier law firm in the Hertfordshire and London regions. Committed to progress, they are continually evolving and have a dedicated team of over 100 professionals.
What will be expected of you?
1. Work collaboratively as part of a team to ensure compliance quality standards and audit requirements are met in line with the firm’s policies and procedures.
2. Manage client onboarding processes for both new and existing clients, including the opening of electronic (and physical, where necessary) files. This includes:
3. Obtaining and reviewing client identification, and explaining the ID process where appropriate.
4. Entering client information into the practice management system, and where applicable, into the probate or residential conveyancing systems.
5. Preparing and issuing client care letters and Terms of Service.
6. Checking for existing wills or deeds and arranging file retrievals where necessary.
7. Carrying out Anti-Money Laundering (AML) and UK sanctions checks.
8. Performing conflict checks.
9. Alerting legal teams to any issues identified during the file opening process.
10. Ensuring all file openings are completed accurately and returned to the relevant lawyer within agreed timescales and service levels.
11. Updating and maintaining the client and contact database to ensure accurate records.
12. Responding promptly to both internal and external enquiries.
13. Communicating with clients over the telephone and in person regarding document releases and general enquiries.
14. Handling new enquiries—received via phone, in person, email, or the website—for all residential property and private client matters, and completing the appropriate enquiry forms.
15. Closing electronic and physical files in line with the firm’s procedures.
16. Providing administrative support to the Private Client department.
17. Offering additional assistance to the wider practice support team and the business as a whole to help maintain a high standard of client service.
PLEASE CHECK YOUR EMAIL (INCLUDING SPAM FOLDER) FOR CONFIRMATION THAT YOUR APPLICATION HAS BEEN RECEIVED.
In accordance with regulation 19 of the UK legislation.
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