Administration - Basingstoke

Ref: 84 Date Posted: Wednesday 19 Jan 2022
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Duties and Responsibilities:

The main purpose of this Administration  role will be to use the current case management system; LEAP, to create new client matters and input all relevant data and to ensure all compliance requirements are met upon a matter being created. This is an essential role within the business. The creation of new files correctly streamlines the process for fee earners when they receive the files allowing fee earners to work more efficiently.

Within this Administration role you will also be expected to assist the Money Laundering Reporting Officer in ensuring best practice throughout the firm in respect of all identity checks and source of funds checks and assist in ensuring the data in LEAP for all third parties (such as Courts, other solicitor firms) are up to date and accurate. Anti-money laundering checks are extremely important in order for us to comply with our regulatory obligations by working with the Money Laundering Reporting Officer you will be providing a key function for the firm.

Your Administration  responsibilities will include:

• Opening Matters (Data Entry);

• Checking, Copying and Save ID in the relevant place on LEAP;

• Running AML checks for all matters and inputting data accurately and correctly;

• Identifying non-compliant AML searches and carry out any further checks;

• Communicating with clients (in person, by email and telephone) to obtain missing information for matters and reassuring them as to why the information is required;

• Updating LEAP Cards to ensure accurate data in system for all third parties and clients;

• Communicating with other staff members to ensure they are obtaining correct information in order to open files;

• Carrying out relevant checks on current matters to ensure compliance data all inserted and accurate; and

• Maintaining compliance with all company policies and procedures as instructed by the Money Laundering Reporting Officer.


Administration role Qualifications / Work Experience Requirements:

• Excellent verbal skills, including ability to effectively communicate with other staff members and clients

• Proficient in MS Office – Word, Excel and Outlook

• Proficient in Data Entry

• Must be able to work under pressure and meet deadlines, while maintaining a positive attitude

• Ability to work independently and to carry out instructions of supervisor

• Ability to adhere to prescribed routines, and standard accepted practices of the firm and understand the importance of compliance the effect on firm of expected standards / compliance not being met


Hours: 37 hours per week: Monday – Thursday 9 – 5:30 and Friday: 9am – 5pm. Salary: £18,000 - 20,000