File Opener - Any of our East Anglian offices

The Central File Opening Team

Our Central File Opening Team (CFO) are responsible for assisting each department with opening their files, including anti-money laundering and Client Due Diligence checking.

The Role

As a member of the Central File Opening team, you will:

• Open matter files within our case management system (Peppermint)
• Upload client ID to our case management including scanning and photocopying
• Following up on any client calls/emails and assisting them with their ID documentation, explaining the process where necessary
• Advise our legal teams of any issues arising from the file opening process
• You will also assist with risk assessments and associated risk relevant work, liaising with our Risk and Compliance team when necessary
• Carry out general administrative tasks in relation to file opening

Knowledge, skills and experience required

Ideally you will have worked within a legal practice previously or a comparable office environment. We would like you to have experience of inputting data and experience of working to tight timescales.

You could have legal secretarial, administration or any other type of office based experience and now looking for a new challenge.

Ideally you will:

• demonstrate an ability to work efficiently in a volume processing environment
• have good analytical skills and a keen eye for detail and problem solving
• be able to deal with competing deadlines/workload
• have the ability to see a task through to completion in a timely manner
• be capable of using own initiative
• have excellent interpersonal skills and organisational skills
• be a good communicator (both written and verbal) and have the confidence to
• discuss ID requirements with our Clients, as well as with members of the firm
  be adaptable and flexible
• have the ability to work independently and as a part of a team
• have strong Microsoft Office skills– such as Word, Excel, Power Point and Email

The File Opening team meet once a week in our Bury St Edmunds office so you would need to be prepared to travel so you can all work together for the day.