Onboarding Assistant - Vacancy Filled

Job Title: Onboarding Assistant

Location: Nicholls Law, Rochford, Essex

Job Type: Part-time

Hours: 15 to 20 hours per week, spread across 2 to 3 days (Thursday and Friday required)

Salary: Competitive, dependent on experience

Benefits:

● Flexible working hours
● Flexible holiday arrangements, tailored to suit childcare and other caregiving commitments

Job Summary: The Onboarding Assistant is a key role focused on managing new leads, handling client onboarding, and ensuring a smooth transition for clients engaging with our services. This role requires effective coordination with our legal and finance teams to facilitate client care and compliance processes.

Key Responsibilities:

● Lead Management: Proactively handle new leads and enquiries, ensuring a responsive and professional first point of contact.
● Liaison: Work closely with lawyers and the finance manager to prepare and communicate cost estimates.
● Client Onboarding: Set up client details on the CRM system, prepare client care packs, and manage ID and Anti-Money Laundering (AML) checks.
● Documentation: Ensure all client documentation is accurate and complete, maintaining compliance with legal standards.
● Training: Although experience is ideal, full training will be provided for CRM management, client care creation, and compliance processes.

Key Skills:

● Excellent organisational abilities.
● Personable and approachable demeanour.
● Keen attention to detail.
● Proficiency in IT and ability to learn new systems quickly.
● Exceptional communication skills, both written and oral.
● A commitment to personal development and continuous learning.

Qualifications:

● Experience in customer service within professional services is highly desirable.

Role Suitability: This role is ideally suited for individuals looking to balance professional responsibilities with family or caregiving commitments, offering flexible hours and the ability to tailor work schedules around personal needs.

How to Apply: If you are motivated and ready to contribute to the growth and client satisfaction at Nicholls Law, please send your CV and a cover letter detailing your suitability for the role to our management team. Alternatively, you can call us for more information about the position and what it entails.

Join us at Nicholls Law and play a pivotal role in enhancing our client engagement and retention through effective onboarding and support!

You are enthusiastic about working in a small but growing firm where your input can shape our future direction, with scope for senior roles down the line.

Note to Recruiters

Nicholls Law kindly requests that recruitment agencies refrain from submitting CVs for the roles advertised on our website. Should there be a need for agency involvement in a specific recruitment campaign, we will directly reach out to an agency to seek assistance.

Nicholls Law will not acknowledge any CV submissions related to unsolicited applications, and no agency fees will be applied in connection with such submissions. If an agency sends an unsolicited CV, Nicholls Law will not accept any liability for commissions or other charges if we decide to employ that candidate, whether at that time, subsequently, or whether directly or through another agency. In cases where an agency’s correspondence includes a disclaimer to the contrary, our firm’s policy will take precedence.