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File Opening Administrator Sale, England

Slater Heelis

Full Time Sale, England 21000 GBP ANNUAL Today

Job description

Job Title: File Opening Administrator

Reporting to: Head of New Business and Client Data Management

Supervisory Responsibility: None

Job Description

Key Purpose of Role

To support the business with the timely opening of new files

To provide ancillary support to all Teams within the Firm with File Openings when required and in relation to ad hoc Conflict Checks and electronic ID checks

Key Responsibilities

Be responsible for the administration of new file opening
Ensure that all information required for the case management system is fully and correctly entered
Update the case management system when new information is received after the initial matter opening has been completed
Carry out conflict checks
Carry out electronic ID checks using our current systems
Provide some additional support in relation to funding checks when required
Carry out SRA identity checks on firms of solicitors acting for the other party
Ensure full and correct client ID paperwork has been received
Liaise with fee earners where necessary
Deal with client enquiries
Liaise with other third parties with regards to the details of transactions/ matters as appropriate
Support the New Business and Client Data Management Team with the development of and implementation of new file opening processes and procedures
To carry out any other duties appropriate to the nature of the post
To undergo any training appropriate to the post as required
To uphold the aims and principles of all of the firm’s policies
To attend staff and departmental meetings as required
Skills, knowledge and experience
Able to undertake a range of duties and to prioritise a varied workload with minimal supervision
Attention to detail
Confident and able to communicate effectively with both other staff and clients either face to face or on the telephone

Hours of work & Location:

This role is based at our Sale office

Benefits

We have a range of benefits including 25 days annual leave plus 1 day for birthday and 8 Bank holidays, a contributory pension scheme, death-in-service, critical illness cover, discounted gym membership, cycle to work scheme, tech scheme and a Bupa healthcare cash plan. We also offer an additional day annual leave for your 3, 5 & 10 year anniversary.

Person specification

Some office experience required;
Some legal sector experience preferred
Good IT skills required
Effective oral and written communication
Efficient and well organised
Ability to work under own initiative with minimal supervision
Adherence to principles of the SRA Standards and Regulations (including specifically the requirement to maintain client confidentiality)
Excellent client care skills

Our privacy policy is here:

https://www.slaterheelis.co.uk/privacy-policy/

We reserve the right to close applications early if we receive sufficient applications for the role. Therefore, if you are interested, please submit your application as early as possible.

If you have not been contacted within two weeks of the closing date, your application has not been successful.

Job Type: Permanent

Salary: From £21,000.00 per year

Benefits: