Address
Form of work
SalarySummary of Key Responsibilities and Role
Within this role, you will work with a growing and busy team of administrators responsible for dealing with clients on several complex matters such as AML, Deputyships and disputes with local authorities in relation to long-term care funding.
Principal Responsibilities
• You will deal with completing AML checks on clients across the business including completing calls with clients to complete their AML checks.
• You will deal with progressing matters in dispute in relation to local authority funding for long-term care.
• You will deal with drafting forms and documents to progress applications for deputyship on behalf of clients.
• You will deal with ensuring complaints are recorded and acknowledged and liaise with the relevant Team Leader to ensure that these are progressed.
• You will review files and chase for outstanding information where required.
• Ensure that appropriate records are kept for in-house compliance purposes.
• Monitoring the team inbox and responding where possible or ensuring that this is tasked to the relevant individual or team.
• Carrying out checks on files and documents.
• Drafting legal documents and correspondence.
• Liaising with clients, advisors, and other professionals in relation to all matters.
• You will also have some exposure to the development of new products and systems, providing training for in-house staff and external partners.
Key Knowledge & Required Skills
• Excellent communication and organisational skills
• Excellent Administration skills and be able to use computer systems.
• You must have excellent attention to detail.
• You must be enthusiastic and conscientious.
• You must be able to learn quickly and adapt to new processes.
Other Requirements Essential:
• Self-motivated, proactive, and friendly team player.
• Flexible individual who can respect and support others within a team.
• Commitment and loyalty to the organisation’s values & mission.
