Onboarding and Compliance Assistant
Stephens Scown
Date: 1 week ago
City: Exeter
Contract type: Full time
Work for a place that works for you…At Stephens Scown, every day is what we make it. So we make it matter. Doing notable work for notable clients, building our skills with talented people and having a positive impact on our communities sits at the heart of everything we do.We don’t just say it, we live it. Our commitment to our people, clients and communities runs through our DNA. We are employee-owned, we are a Certified B CorporationTM, and we are featured in the Sunday Times Best Places to Work 2024 list – ensuring our culture and ethos of going above and beyond for our people, our colleagues and our communities is recognised nationally.The RoleAs an onboarding and compliance assistant, you will provide an efficient and accurate service by managing the onboarding process from the point of handover of the initial contact from the legal teams to successful completion of the Firm’s onboarding process.
- Supported by the rest of the Onboarding and Practice Support team, you will be working proficiently and accurately to evaluate and process legal team requests for the opening of new clients and/or matters in the Firm’s practice management system.
- This will include Reviewing new client and matter requests from legal teams, Undertaking, and reviewing first level screening of conflict checks for new clients and matters, Liaising with legal advisors and legal support to address day to day queries where required. You will also be requesting and reviewing due diligence, recognising anomalies or concerns and summary findings, completing client risk assessments, auditing and updating client and matter records as well as monthly reporting.
- You are enthusiastic, highly organised and accurate with a proactive approach to daily administrative tasks within the team.
- You have the ability to meet deadlines, remain calm under pressure and take initiative.
- You have excellent interpersonal and communication skills and the ability to deliver exceptional client care.
- You have good ICT and typing skills, including proficiency in Word, Excel and Outlook.
- Previous experience of working in a professional services environment would be an advantage.
- We offer a competitive salary and an impressive array of benefits and rewards. Not least of these is through the Firm’s employee-ownership status, where every employee is listened to, helps to realise our vision and receives an equal share in our annual profit-share.
- Our hybrid working model and approach to flexible working enables our people to share their working time between home and the office to support a healthy work / life balance.
- View a full list of our benefits– including 25 days holiday (plus bank holidays and your birthday), private medical insurance, group life assurance, access to a comprehensive range of wellbeing support, and three additional days’ paid leave to support good causes.
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