New Business Assistant

New Business Assistant

St Albans Full-Time 30000 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support clients by managing file openings and ensuring compliance with firm policies.
  • Company: Join a reputable law firm dedicated to providing exceptional client experiences.
  • Benefits: Enjoy a collaborative work environment with opportunities for growth and development.
  • Why this job: Be part of a dynamic team that values attention to detail and excellent client service.
  • Qualifications: Ideal for those with strong organisational skills and experience in office administration.
  • Other info: Previous experience in legal compliance is a plus, but not essential.

The predicted salary is between 30000 - 42000 £ per year.

Deliver a high level and consistent client experience and compliance support to the firm by dealing with file openings/closings for all firm matters and new enquiries for the property and private client teams.

Key responsibilities:

  • Working as part of a team to ensure that all compliance quality standards and audit measures are implemented in line with the firm’s policies and procedures.
  • Responsible for new and existing client on-boarding procedures and opening electronic (and physical where required) files to include:
  • Obtaining and reviewing client identification and where appropriate explaining the ID process to clients
  • Inputting client data onto practice management system and if applicable the probate or residential conveyancing case management system
  • Producing client care letter and sending out Terms of Service
  • Checking the system for existing wills/deeds and requesting any file retrieval (if needed)
  • Completing Anti Money Laundering (AML) searches
  • Undertaking UK sanctions regime checks
  • Conflict checks
  • Advising our legal teams of any issues arising from the file opening process
  • Ensure all file openings are completed and delivered back to the relevant lawyer in line with agreed targets and timescales.
  • Responsible for updating and maintaining the contact and client database
  • Respond to internal and external queries promptly
  • Interacting with clients over the telephone and face-to-face regarding document releases and general enquiries
  • Taking new enquiries (whether this is by phone, in person, website or email) for all residential property and private client matters and completing new enquiry form.
  • Closing electronic and physical files in accordance with firm procedures.
  • Provide such additional support when required for the wider practice support team as well as the business as a whole to ensure a high level of client experience is maintained.
  • Key Skills:

    • Attention to detail
    • Experience of inputting data and experience of working to tight timescales
    • Excellent interpersonal skills and organisational skills
    • Analytical thinking
    • Time management
    • A good communicator (both written and verbal) and have the confidence to discuss ID requirements with our clients, as well as with members of the firm
    • Committed to providing excellent client service
    • Proficient with IT
    • Legal secretarial, administration or any other type of office based experience is essential
    • Experience of working with a practice management system would be preferred
    • Experience in law firm compliance requirements is desirable

    New Business Assistant employer: Debenhams Ottaway LLP

    As a New Business Assistant at our firm, you will be part of a dynamic team dedicated to delivering exceptional client experiences while ensuring compliance with industry standards. Our supportive work culture fosters professional growth through continuous training and development opportunities, all within a vibrant office located in the heart of the city. Join us to make a meaningful impact in a role that values attention to detail and client service excellence.
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    Contact Detail:

    Debenhams Ottaway LLP Recruiting Team

    StudySmarter Expert Advice 🤫

    We think this is how you could land New Business Assistant

    ✨Tip Number 1

    Familiarise yourself with the compliance requirements specific to law firms, especially around Anti Money Laundering (AML) and client onboarding processes. This knowledge will not only help you in interviews but also demonstrate your commitment to the role.

    ✨Tip Number 2

    Practice your interpersonal skills by engaging in conversations with friends or family about complex topics. This will prepare you for discussing ID requirements confidently with clients and colleagues during the interview process.

    ✨Tip Number 3

    Get comfortable with practice management systems by exploring online tutorials or demos. Being able to discuss your familiarity with such systems can set you apart from other candidates.

    ✨Tip Number 4

    Showcase your attention to detail by preparing a mock client file. This exercise will help you understand the nuances of file openings and closings, which is crucial for the New Business Assistant role.

    We think you need these skills to ace New Business Assistant

    Attention to Detail
    Data Input Skills
    Time Management
    Interpersonal Skills
    Organisational Skills
    Analytical Thinking
    Excellent Communication Skills
    Client Service Orientation
    Proficiency in IT
    Legal Secretarial Experience
    Office Administration Experience
    Familiarity with Practice Management Systems
    Understanding of Law Firm Compliance Requirements
    Ability to Work Under Tight Timescales

    Some tips for your application 🫡

    Tailor Your CV: Make sure your CV highlights relevant experience, especially in legal secretarial or administrative roles. Emphasise your attention to detail and any experience with compliance requirements, as these are key for the New Business Assistant position.

    Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention specific skills that align with the job description, such as your ability to manage client onboarding procedures and your proficiency with IT systems.

    Showcase Interpersonal Skills: Since the role involves interacting with clients, highlight your excellent communication skills. Provide examples of how you've successfully handled client queries or worked within a team to enhance client experiences.

    Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial for this position. A polished application reflects your commitment to quality.

    How to prepare for a job interview at Debenhams Ottaway LLP

    ✨Showcase Your Attention to Detail

    As a New Business Assistant, attention to detail is crucial. Be prepared to discuss specific examples from your past experiences where your meticulous nature helped avoid errors or improved processes.

    ✨Demonstrate Your Organisational Skills

    The role requires excellent organisational skills. Share how you manage multiple tasks and deadlines effectively, perhaps by using tools or methods that help you stay organised.

    ✨Prepare for Client Interaction Scenarios

    Since the job involves interacting with clients, practice common scenarios you might face. Think about how you would explain ID requirements or handle client queries, showcasing your communication skills.

    ✨Familiarise Yourself with Compliance Procedures

    Understanding compliance is key for this position. Brush up on relevant compliance regulations and be ready to discuss how you would ensure adherence to these standards in your work.

    New Business Assistant
    Debenhams Ottaway LLP
    Location: St Albans
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