Client Onboarding Assistant - Edinburgh, United Kingdom - Gilson Gray

Gilson Gray

Verified Company

Edinburgh, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Who We Are
Gilson Gray's New Business team are part of Gilson Gray's continuingly growing Residential Conveyancing department. Gilson Gray LLP are a comprehensive law firm, offering expert legal, property and financial services. We support clients throughout their entire lifetime.

Gilson Gray's New Business team play an integral role in the development of business and the introduction of transactions to the conveyancing team, ensuring a strong relationship with existing referrers and clients alike.

Based in Edinburgh, we focus on ensuring we provide the highest level of advice and on-going service to our clients.

We are ambitious and have an increasing number of advisers and support staff aiming to grow our market presence significantly.

We have significantly grown the team over the course of the last year. We pride ourselves in looking after our clients personally and providing the upmost standard of service.

Our Team
We have a highly engaged, collaborative team that support each other to achieve the best results possible. We work hard but take time to celebrate success also.

We are a company that cares about building an inclusive, collaborative place to work where you can stretch yourself, personally and professionally.

We value a diverse team and believe the variety of experiences and backgrounds within our team make us stronger.

We are looking to hire a highly driven Client On-boarding Assistant to join our successful New Business and Home Buying team.

The Role
As a Client On-boarding Assistant at Gilson Gray LLP you'll be responsible for:

Engaging with Clients to gather AML (Anti-Money Laundering) documents whilst handling the allocation of New Business transactions.
Ensuring all transaction are allocated to the Conveyancing team within a timely fashion.
Updating introducers to the progress of allocation and the handling Conveyancer of the transaction.
Using the inhouse system to keep an accurate account of client file ensuring that all documentation has been provided and organising the administration of the file.
Reporting regularly to the New Business Management team and updating on case figure and allocation numbers.
Engaging with members of the Conveyancing team in the allocation of client matters to ensure a balance across the team with regards to caseload.

Required Knowledge and Experience

Previous experience in a property or administration role is preferred.
Knowledge of the Know your Client & Anti-Money Laundering process.
Have excellent social and interpersonal skills dealing with clients
Will possess experience in making quick, informed decisions throughout the process whilst keeping clients up to date throughout.
Take pride in producing high quality, accurate and timely information whilst maintaining personable and informative communication.
Show excellent verbal and written communication skills.
Ability to work as part of a large team and contribute to the overall business aims
Strong willingness to progress within the firm.

Benefits

A competitive salary with annual review and potential bonus award depending upon performance
32 days holiday a year (includes bank holidays)
3 x Death in Service benefits
Membership of an occupational pension scheme
Wellbeing initiatives and opportunity to access online Health Provider

This is an exciting time to join us. Think this is for you? Get in touch and find out how you can become part of the team.

Job Types:
Full-time, Permanent

Benefits: