File Opening Administrator

Job Title: File Opening Administrator

Reporting to: Head of New Business and Client Data Management

Supervisory Responsibility: None

Job Description

Key Purpose of Role

To support the business with the timely opening of new files

To provide ancillary support to all Teams within the Firm with File Openings when required and in relation to ad hoc Conflict Checks and electronic ID checks

Key Responsibilities

• Be responsible for the administration of new file opening
• Ensure that all information required for the case management system is fully and correctly entered
• Update the case management system when new information is received after the initial matter opening has been completed
• Carry out conflict checks
• Carry out electronic ID checks using our current systems
• Provide some additional support in relation to funding checks when required
• Carry out SRA identity checks on firms of solicitors acting for the other party
• Ensure full and correct client ID paperwork has been received
• Liaise with fee earners where necessary
• Deal with client enquiries
• Liaise with other third parties with regards to the details of transactions/ matters as appropriate
• Support the New Business and Client Data Management Team with the development of and implementation of new file opening processes and procedures
• To carry out any other duties appropriate to the nature of the post
• To undergo any training appropriate to the post as required
• To uphold the aims and principles of all of the firm’s policies
• To attend staff and departmental meetings as required
• Skills, knowledge and experience
• Able to undertake a range of duties and to prioritise a varied workload with minimal supervision
• Attention to detail
• Confident and able to communicate effectively with both other staff and clients either face to face or on the telephone

Hours of work & Location:

This role is based at our Sale office

Benefits

We have a range of benefits including 25 days annual leave plus 1 day for birthday and 8 Bank holidays, a contributory pension scheme, death-in-service, critical illness cover, discounted gym membership, cycle to work scheme, tech scheme and a Bupa healthcare cash plan. We also offer an additional day annual leave for your 3, 5 & 10 year anniversary.

Person specification

• Some office experience required;
• Some legal sector experience preferred
• Good IT skills required
• Effective oral and written communication
• Efficient and well organised
• Ability to work under own initiative with minimal supervision
• Adherence to principles of the SRA Standards and Regulations (including specifically the requirement to maintain client confidentiality)
• Excellent client care skills

Our privacy policy is here:

https://www.slaterheelis.co.uk/privacy-policy/

We reserve the right to close applications early if we receive sufficient applications for the role. Therefore, if you are interested, please submit your application as early as possible.

If you have not been contacted within two weeks of the closing date, your application has not been successful.

Job Type: Permanent

Salary: From £21,000.00 per year

Benefits:

• Additional leave
• Company events
• Company pension
• Cycle to work scheme
• Enhanced maternity leave
• Enhanced paternity leave
• Life insurance
• On-site parking
• Private medical insurance
• Referral programme
• Wellness programme

Schedule:

• Monday to Friday

Work Location: In person

Application deadline: 07/04/2023
Reference ID: FOA230323