Location: Canterbury Office
This is a part-time position based in our Canterbury office. The preferred working pattern is Wednesday and Friday, 9:00am–5:15pm. We can also offer some flexibility, with the option to work Tuesday, Wednesday and Friday, 9:30am–2:30pm. Hybrid working may be available following a successful settling-in period.
About the Role
Our Trust Team is responsible for the administration and management of trusts, providing support and guidance while ensuring compliance with legal and regulatory requirements and safeguarding the interests of beneficiaries.
We are seeking an organised and detail-oriented Compliance Assistant to support the team with trust administration, file management and compliance processes.
Key Responsibilities
- Reviewing trust files to identify any missing documentation or information, including Anti-Money Laundering (AML) checks, client identification verification, and completed Terms of Business documentation.
- Contacting clients by telephone and email to obtain outstanding or incomplete information.
- Maintaining and updating the Trust Team database.
- Arranging and booking client meetings.
- Opening and setting up new trust files.
- Assisting the team with general administrative and compliance-related tasks as required.
Personal Attributes
To be successful in this role, you will have:
- Excellent organisational and time-management skills.
- Confidence in dealing with a wide range of clients and handling challenging situations professionally.
- The ability to work independently with a high level of accuracy and attention to detail.
- Strong written and verbal communication skills.
- The ability to work effectively both as part of a small team and on your own initiative.
- A willingness to learn quickly and undertake training when required.
Experience
- Previous experience within the legal sector or a financial services environment would be advantageous but is not essential.
- Full training and ongoing support will be provided.
Technical Skills
- Good working knowledge of Microsoft Office applications, particularly Outlook, Word and Excel.
Pay: £25,500.00-£26,500.00 per year
Benefits:
- Bereavement leave
- Company events
- Company pension
- Enhanced maternity leave
- Enhanced paternity leave
- Free flu jabs
- Life insurance
- Referral programme
- Sick pay
Work Location: In person
