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- Tasks: Help clients onboard smoothly by verifying info and managing databases.
- Company: Join Arcadia Trust Group, a leader in trusts and probates with diverse clients.
- Benefits: Enjoy 21 days of holiday plus bank holidays and a competitive salary.
- Why this job: Be part of a supportive team, gain valuable skills, and make a real impact.
- Qualifications: Full UK driving license and proficiency in Microsoft Office required; training provided.
- Other info: No prior compliance experience needed; perfect for those eager to learn!
Job Type: Full Time, Permanent
Location: Hambridge, Somerset
Working Hours: 37.5 Hours per Week, Monday Friday, 9am 5pm
Salary: £ 25,000 per year
Holidays: 21 days, plus bank holidays
About Arcadia:
Arcadia Trust Group is a multi-disciplinary practice which specialises in trusts and probates. We operate through three strands Arcadia Legal, Arcadia Tax & Accounts, and Arcadia Trust Company. Our clients include corporates (charities, financial advisors, solicitors, and accountants) and private clients.
About the Role:
You will play a crucial role in ensuring a smooth and efficient onboarding process for our clients. This will include collecting and verifying client information, facilitating new file openings, updating internal databases and conducting essential anti-money laundering checks.
Key Responsibilities:
- Perform thorough compliance checks in line with regulatory requirements, and complete accurate risk assessments
- Collect and verify client identification documents, ensuring up to date records are maintained across all internal databases
- Collaborate effectively with the Legal and Accountancy teams to coordinate the onboarding process, provide timely updates, and inform the relevant fee earner of any potential risks identified
- Stay informed about the latest industry guidance to ensure processes remain efficient and compliant
- Assist with banking responsibilities where required, setting up payments to clients, processing invoices, and assisting in the preparation and processing of payroll
Requirements:
- Full UK Driving License
- Proficiency in Microsoft Office (Word, Excel, PowerPoint)
- Strong organisational skills, and the ability to work effectively in a team.
- Excellent written and verbal communication skills
- High level of accuracy in work, with a close attention to detail
- Previous office experience is desirable. No direct experience in compliance work is necessary for this role, as full training will be provided for the right candidate.
Client Onboarding Assistant employer: Angela Roberts - The HR Consultancy
Contact Detail:
Angela Roberts - The HR Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding Assistant
✨Tip Number 1
Familiarize yourself with the onboarding process in a client-focused environment. Understanding how to collect and verify client information will give you an edge during the interview.
✨Tip Number 2
Brush up on your knowledge of anti-money laundering regulations. Being able to discuss these topics confidently will show that you're proactive and ready to take on the responsibilities of the role.
✨Tip Number 3
Highlight any experience you have working in teams, especially in a collaborative setting. This role requires effective communication with various departments, so showcasing your teamwork skills is crucial.
✨Tip Number 4
Demonstrate your proficiency in Microsoft Office by preparing examples of how you've used these tools in previous roles. Being able to discuss specific instances where you've utilized Excel or Word can set you apart from other candidates.
We think you need these skills to ace Client Onboarding Assistant
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Client Onboarding Assistant position. Make sure you understand the key responsibilities and requirements, as this will help you tailor your application.
Highlight Relevant Skills: In your CV and cover letter, emphasize your strong organizational skills, attention to detail, and proficiency in Microsoft Office. Provide specific examples of how you've demonstrated these skills in previous roles.
Show Your Team Spirit: Since collaboration with the Legal and Accountancy teams is crucial, mention any past experiences where you successfully worked in a team environment. This will show that you can effectively communicate and coordinate with others.
Tailor Your Cover Letter: Craft a personalized cover letter that addresses why you are interested in working for Arcadia Trust Group specifically. Mention your enthusiasm for the onboarding process and your willingness to learn about compliance, even if you lack direct experience.
How to prepare for a job interview at Angela Roberts - The HR Consultancy
✨Show Your Attention to Detail
As a Client Onboarding Assistant, attention to detail is crucial. Be prepared to discuss examples from your past experiences where you demonstrated accuracy and thoroughness in your work.
✨Demonstrate Team Collaboration Skills
This role requires effective collaboration with various teams. Share specific instances where you successfully worked within a team to achieve a common goal, highlighting your communication skills.
✨Familiarize Yourself with Compliance Basics
Even though no direct experience in compliance is necessary, showing that you understand the basics of compliance checks and anti-money laundering processes can set you apart. Do some research and be ready to discuss what you've learned.
✨Highlight Your Organizational Skills
The job involves managing multiple tasks efficiently. Prepare to talk about how you prioritize your workload and keep organized, perhaps by sharing tools or methods you use to stay on top of your responsibilities.
