As a Business Administrator, you will play a key role in delivering a first-class service to both new and existing customers. You will be responsible for ensuring that all administrative tasks related to onboarding new clients are completed to a high standard, supporting team members and maintaining excellent customer service.

Key Responsibilities:

• Take initial client instructions and pass them to the appropriate Case Handler.

• Generate client care packs tailored to individual client needs.

• Open new client files and ensure all relevant documentation is completed accurately.

• Obtain and verify client identification and source of funds information.

• Utilize Case Management Systems, Microsoft Word, and Excel for administrative tasks.

• Conduct follow-up and feedback phone calls to maintain service levels and ensure customer satisfaction.

• Perform photocopying and scanning of essential documents.

• Enter data into electronic portals during the client introduction process.

• Arrange and schedule client meetings for initial instruction gathering.

• Ensure compliance with GDPR requirements when handling client personal information.

• Work towards department targets and Key Performance Indicators (KPIs).

• Assist clients by answering queries and guiding them through document completion when necessary.

Key Skills & Requirements:

• Strong administrative and organizational skills.

• Excellent communication and customer service skills.

• Proficiency in Microsoft Word, Excel, and Case Management Systems.

• Attention to detail and ability to work accurately under pressure.

• Ability to manage multiple tasks and meet deadlines.

• Experience in a legal or professional services environment (preferred but not essential).

• Understanding of GDPR and confidentiality when handling client data.

The small print:

• Salary £25,000
• Hybrid working pattern (available after on boarding)
• Office based in East Croydon
• Monday - Friday 9am - 5pm

This is an excellent opportunity for an individual looking to develop a career in legal administration within a supportive and dynamic team environment. If you have a proactive approach and enjoy delivering high-quality service, we would love to hear from you!