Onboarding Coordinator - Legal Services

Redkite Solicitors; Stroud; On-site; GBP 22,000 - 26,000; Full time

Benefits offered by this job

25 days annual leave

Holiday buy and sell scheme

Gym membership contributions

Flexible working

Job summary

Redkite Solicitors in Stroud/Gloucester is seeking an Onboarding Assistant to support the early stages of client onboarding for residential conveyancing matters. You will work with Onboarding Specialists to ensure a smooth setup and a reassuring client experience.

The role focuses on accurate document handling, compliance checks, and creating a positive initial client journey within a busy team. Training will cover onboarding processes and AML controls.

Qualifications

• Organisational skills and attention to detail essential for handling onboarding tasks.
• Good communication and team collaboration to support a smooth client journey.
• Strong customer service mindset with a professional and friendly approach.
• Proficient IT skills and capability to use case management systems.
• Willingness to learn onboarding processes and compliance requirements.

Responsibilities

• Kickstart every client journey by sending onboarding packs and links to set a clear, positive start for each client.
• Maintain momentum by managing incoming documents, anticipating next steps, and making professional calls.
• Support checks by carrying out searches and due diligence to ensure information is accurate and compliant.
• Set up files with onboarding documentation for a smooth handover.
• Communicate with warmth and professionalism to create a supportive client experience.
• Collaborate with onboarding and legal teams to deliver a seamless service.
• Keep trackers and systems updated for visibility and control across onboarding matters.
• Handle essential administrative duties to keep a well-organised, compliant document trail.

Skills

Organisational skills

Attention to detail

Communication skills

Teamwork

Customer service

IT literacy

Tools

Case management systems

Job description

Redkite Solicitors in Stroud/Gloucester is seeking an Onboarding Assistant to support the early stages of client onboarding for residential conveyancing matters. You will work with Onboarding Specialists to ensure a smooth setup and a reassuring client experience.

The role focuses on accurate document handling, compliance checks, and creating a positive initial client journey within a busy team. Training will cover onboarding processes and AML controls.