• Diary management.
• Liaising with clients.
• Obtaining information for Money Laundering.
• Completing new assessment forms for new clients.
• Completing Money Laundering due diligence forms.
• Preparation of letters of engagement for new clients.
• Photocopying, scanning of documents.
• Filing documents using a document management system.
• Meeting and greeting clients.
• Organising refreshments and in house lunches.
• Will be trained to cover reception.
Benefits
• Company Pension Scheme
• 25 days of annual leave + bank holidays
• Additional annual leave days from certain levels of seniority
• Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum
• Business closure over Christmas*
• Life Assurance x4 annual salary
• Enhanced family leave policies
• Enhanced Company Sick Pay
• Employee Assistance Programme - 24/7 support, free and confidential
• Corporate Discounts Platform
Flexible Benefits platform with ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as:
• Critical Illness Cover
• Cash plan
• Cycle to work
• Eye care
• Dental
*subject to exceptions and business needs