Expire in: a month
Anderson Knight is recruiting for a Client Onboarding & Matter Operations Analyst on behalf of a leading legal firm based in Edinburgh. This is a fantastic opportunity to join a well-established organisation at the forefront of legal services, offering a professional and supportive working environment.
This role is ideal for someone with a strong administrative background and keen attention to detail, particularly in a professional services or finance setting. You’ll be responsible for ensuring efficient client and matter onboarding processes, maintaining data accuracy, and supporting compliance and risk controls.
Working Hours: Typically Monday to Friday, 9:00 AM - 5:00 PM (flexible working available)
Location: Edinburgh – Hybrid working (4 days in office, 1 from home)
Salary: £28,000 - £30,000
Key Responsibilities:
• Manage the onboarding process for new clients and matters, ensuring accurate setup within internal systems.
• Review and cleanse client and matter data to maintain consistency and data quality across the firm’s platforms.
• Conduct conflict checks, escalating potential issues to senior stakeholders as needed.
• Support ongoing compliance with client identification and risk procedures.
• Ensure engagement letters are issued and retained where required.
• Provide timely and professional administrative support across the finance and compliance teams.
• Monitor client financial status and communicate relevant changes to the responsible partner.
• Assist in tracking and reporting on client data issues and onboarding status.
• Liaise with legal and support teams to ensure all procedures are followed accurately and efficiently.
• Handle sensitive information with the utmost confidentiality and professionalism.
Requirements:
• Proven administrative experience, ideally within a legal, financial, or professional services environment.
• Strong organisational and communication skills, both written and verbal.
• Exceptional attention to detail and a methodical approach to work.
• Ability to manage conflicting priorities and work to tight deadlines.
• Competency with Microsoft Office applications and practice management systems.
• Proactive, team-oriented mindset with a flexible, can-do attitude.
• Previous experience with compliance, onboarding, or conflict checking is advantageous.
To apply for this excellent opportunity, please forward your CV in complete confidence
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