Onboarding Administrator

Sewell Wallis Ltd; York and North Yorkshire; On-site; GBP 26,000 - 28,000; Full time

Benefits offered by this job

Pension contribution

Competitive holiday allowance

Job summary

Sewell Wallis Ltd in York is seeking an Onboarding Administrator to join the Compliance team. You will coordinate onboarding from document collection to AML checks, ensuring a smooth client journey.

Based in York, you will work with fee earners and support staff across offices, delivering a professional service and accurate data handling throughout the process.

Qualifications

• Experience in legal, compliance or professional services.
• Experience using case management or document management systems is advantageous.
• Strong IT skills, including Microsoft Office.
• Excellent written and verbal communication.
• Professional and empathetic with clients and colleagues.
• Excellent organisation and time management.
• Ability to manage multiple priorities in a busy environment.
• GCSEs English and Maths (4+).

Responsibilities

• Be the main onboarding contact for new clients.
• Open client files and create matter contacts and entity links.
• Coordinate distribution and receipt of terms of business and documents.
• Perform AML checks and identity verification.
• Maintain accurate onboarding records.
• Escalate issues with Compliance team.
• Collaborate with fee earners and teams across offices.
• Assist clients with forms and documentation, providing a friendly service.
• Manage multiple onboarding cases and meet deadlines.
• Ensure confidential client data is handled securely.
• Support improvements to onboarding processes.

Skills

Organisational skills

Attention to detail

Excellent communication

Time management

Prioritisation

Multitasking

Empathy

Education

GCSEs English and Maths (4+)

Tools

Case management software

Document management system

Microsoft Office

Job description

Sewell Wallis are excited to be working with a fantastic professional services business in York, North Yorkshire, who are looking for an Onboarding Administrator to join their Compliance team. This is a great opportunity for someone who enjoys working in a busy environment, has excellent attention to detail and takes pride in delivering a really positive client experience.

You'll be the first point of contact for new clients, helping to make sure their onboarding journey is as smooth and straightforward as possible. You'll work closely with fee earners, support teams and colleagues across multiple offices, coordinating everything from initial documentation and compliance checks through to file closure.

What will you be doing?

• Acting as the main point of contact for new clients throughout the onboarding process.
• Opening client files and creating accurate matter contacts and entity links within the case management system.
• Coordinating the distribution, tracking and receipt of terms of business and other important client documentation.
• Carrying out identity verification and Anti-Money Laundering (AML) checks, including relevant searches on clients and connected parties.
• Maintaining accurate records of onboarding activity and compliance checks.
• Working closely with the Compliance team to escalate and resolve any issues or discrepancies.
• Liaising with fee earners, support staff and administrative teams across the firm's offices to ensure onboarding tasks are completed efficiently.
• Supporting clients with forms and documentation, answering queries and providing a friendly, professional service throughout.
• Managing multiple onboarding cases at once, prioritising your workload and ensuring deadlines are met.
• Ensuring sensitive and confidential client information is handled securely and in line with relevant regulations.
• Coordinating file closures, making sure all documentation and compliance requirements are complete before files are archived.
• Supporting improvements to onboarding processes and helping to make the client journey as efficient as possible.

What are we looking for?

• We're looking for someone who is organised, approachable and incredibly detail-focused, with the ability to manage multiple priorities in a busy environment.
• Previous experience within a legal, compliance or professional services environment.
• Experience using case management or document management systems would be advantageous.
• Strong IT skills, including Microsoft Office.
• Excellent written and verbal communication skills.
• A professional and empathetic approach when dealing with clients and colleagues.
• Strong attention to detail and accurate data entry skills.
• Excellent organisation and time management skills.
• The ability to prioritise and manage your workload effectively.
• A proactive approach and willingness to get involved and support colleagues when needed.
• A minimum of 2 GCSEs at grade 4 or above (or equivalent), including English and Maths.

What\'s on offer?

• A competitive Salary of £26000 - £28000
• Competitive holiday allowance
• Pension contribution