Client Onboarding Assistant – New Business & Homebuying

Job Description

Client Onboarding Assistant – New Business & Homebuying

Home / Vacancies / Client Onboarding Assistant – New Business & Homebuying

About Gilson Gray

Gilson Gray’s New Business team are part of Gilson Gray’s continuingly growing Residential Conveyancing department. Gilson Gray LLP are a comprehensive law firm, offering expert legal, property and financial services. We support clients throughout their entire lifetime. Gilson Gray’s New Business team play an integral role in the development of business and the introduction of transactions to the conveyancing team, ensuring a strong relationship with existing referrers and clients alike.

Based in Edinburgh, Glasgow, Forfar, Aberdeen, Dundee, North Berwick, Lincoln and London, we focus on ensuring we provide the highest level of advice and on-going service to our clients. We are ambitious and have an increasing number of advisers and support staff aiming to grow our market presence significantly. We have significantly grown the team over the course of the last year. We pride ourselves in looking after our clients personally and providing the utmost standard of service.

Our Team

We are looking to hire a highly driven Client Onboarding Assistant to join our successful New Business and Home Buying team in North Berwick. The role will also include general administrative and front of house (reception) cover for the office.

We have a highly engaged, collaborative team that support each other to achieve the best results possible. We work hard but take time to celebrate success also.

We are a company that cares about building an inclusive, collaborative place to work where you can stretch yourself, personally and professionally. We value a diverse team and believe the variety of experiences and backgrounds within our team make us stronger.

The Role

This an entry level role and training will be provided. It would be suitable for a school leaver, university graduate or career changer. Key responsibilities include:

• Engaging with Clients to gather AML (Anti-Money Laundering) documents whilst handling the allocation of New Business transactions.
• Ensuring all transactions are allocated to the Conveyancing team within a timely fashion.
• Updating introducers of the progress of allocation and the handling Conveyancer of the transaction.
• Using the in-house system to keep an accurate account of client file ensuring that all documentation has been provided and organising the administration of the file.
• Reporting regularly to the New Business Management team and updating on case figure and allocation numbers.
• Engaging with members of the Conveyancing team in the allocation of client matters to ensure a balanced caseload across the team.
• Providing occasional reception cover and general administration support to the North Berwick office.

Desirable Knowledge and Experience

• Previous experience in a property or administration role is preferred.
• Knowledge of the Know Your Client & Anti-Money Laundering process.
• Broad experience of Microsoft Office including Excel and strong experience of customer service via telephone and email.