02 Oct 2023

Client Administration Officer

Ref 35648

Do you have experience of client onboarding/CDD/compliance? If so, this could be the perfect role for you! A law firm is seeking a Client Administration Officer to join a newly created team, who undertake and carry out "first-line of defence" tasks that come from all offices across the group. 

The successful role holder will undertake the following duties:

  • Support the Business in establishing correct CDD to be requested
  • Client Liaison for CDD gathering
  • Compiling, checking and approving incoming CDD
  • Clearing Intapp conflict hits
  • Clearing World Check hits
  • Processing client onboarding forms
  • Ensuring Letters of Engagement are received for each matter / relationship
  • Assisting the business with Intapp queries

The desirable candidate will have previous experience of working in a law firm or professional services firm, strong communications skills and experience of working to strict processes.


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