Client Onboarding Assistant - Manchester, United Kingdom - Mazars

Mazars

Verified Company

Manchester, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Client Onboarding Assistant

Job Purpose

Working in the Forensic and Valuation Services Team, the client onboarding assistant will be required to support the Team in respect of prospective client engagements including by confirming that the firm is free from conflicts and therefore able to accept the engagement from an independence point of view.

This includes use of the firm's conflict checking tool, review of a number of databases, recording of results, and gathering and inputting information into the firm's systems.

Role and Responsibilities

Liaising with the Team to gather all relevant information.
Carrying out independence checks using a variety of tools and databases.
Collation of supporting documents for onward review.
Inputting the engagement information and documentation into the firm's systems for onward submission and review.
Recognising anomalies or issues, and escalating matters as appropriate.

Skills, Knowledge and Experience

Works well within a team environment, developing and maintaining relationships within the team and wider firm.
Communication skills (written and verbal) are required together with the ability to work under time pressure and to deadlines.
Time management and organisational skills.
IT skills including Microsoft Excel, and knowledge of Internet tools.

Inclusion and Diversity
At Mazars inclusion and diversity are central to our values. We recognise that being an inclusive and diverse organisation makes us stronger as a business.

Benefits:

Annual Leave +

Charitable Giving

Dental Insurance

Wellbeing Benefits

Virtual GP

Cycle to Work

Gym Discounts

Life Assurance

Pension

Flexible Benefits +

Meet the recruiter:

Suzanne Horford