Administrator (Compliance)

By Broadwing Recruitment Agency

JOB ID: 46403

Compliance CRM Documentation Due Diligence KYC Microsoft Office Organisational Scheduling Teamwork Written and Oral English Communication

Our client is a leading boutique law firm.

Monitor mailboxes and forward the request promptly to the relevant advisor, whilst creating the appropriate contact/s and opportunity on the system;
Provide comprehensive administrative assistance to the Advisory department including taking calls, writing minutes, and scheduling meetings;
Assist the team with the preparation of quotations and engagement letters as required;
Update the company CRM system with all the records relating to incoming requests, updating interactions and closing opportunities as won or otherwise;
Assist the team with the preparation of Collaboration Agreements as required;
Conduct initial Due Diligence checks on prospective clients and collaborators as requested;
Record/update all due diligence findings in the respective folders/systems as required;
Highlight challenging cases to the Senior Advisors/Compliance Team as needed;
Maintain quality service by establishing and enforcing organization standards, and contribute to team effort by accomplishing related results as needed;
Ensure compliance with internal policies and procedures;
Update and maintain department’s filing system both electronic and actual original documentation;
Any other task as required by the unit.

Have excellent written and spoken English;
Be Proficient in the use of Microsoft Office and Customer Relationship Management systems.

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