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CLIENT & COMPLIANCE ASSISTANT

Stroud

WSP Solicitors are a growing, Gloucestershire based legal practice, with offices in Stroud, and
Gloucester. The business has been providing legal services to the people of Gloucestershire for over
260 years. WSP specialise in a vast range of personal and commercial law.

WSP Solicitors are:

• Committed to the development of our staff.
• Focused on improving our technology and the ease of access to legal services, for our clients.
• Dedicated to building a positive, strong and inclusive working culture within the business.

What is on offer?

• Being a part of an exciting, growing business who truly put clients first.
• The opportunity to have a hybrid-style, flexible working pattern, based between the office and home.
• The ability to develop yourself professionally through internal and external training. We
• invest in you, if you invest in us!
• 24 days of annual leave plus Bank Holidays
• A variety of employee benefits including:

          o Life Assurance
          o Corporate Health Care Plan
          o Employee Assistance Programme
          o Bonus Scheme
          o Free Car Parking
          o Staff Incentive Scheme
          o Christmas Saving Club
          o Various Staff discounts / Concessions
          o Opticians Scheme

The Role

Due to continued growth, we are seeking a proactive and detail-oriented individual to join our team
as a Client & Compliance Assistant.

In this role, you will be responsible for supporting the client onboarding process, ensuring
compliance, and assisting with various administrative tasks.

Key responsibilities include:

• Client Onboarding: Add new client information to the case management system, open matters and document wallets, and produce initial client care documentation.
• Compliance Assistance: Assist with client identification, AML checks, conflict searches, and source of funds documentation.
• Deeds and Will Requests: Schedule and manage Deeds and Will Requests following firm procedures.
• Enquiry Follow-ups: Handle enquiries and quotes, liaising with clients and directing them to the appropriate departments.
• Administrative Support: Assist with scanning, copying, and archiving of documents, as well as managing end-of-matter procedures in the case management system.

Additional Duties:

• Support reception and undertake other administrative tasks as needed.

Your Experience & Technical Ability

• Experience in a similar administrative or client onboarding role within a professional services or legal environment is preferred.
• Excellent written and verbal communication skills for interacting with clients and team members.
• Strong attention to detail with the ability to manage multiple tasks efficiently.
• Confident, proactive, team focussed,
• Flexible and adaptable to change whilst providing care and attention to help deliver the best service to our clients.
• Being organised and able to use initiative are also considered pre-requites for this important role.
• IT proficient with experience in using MS Office Suite (Word, Excel, Outlook) and preferably experience in using case management software.

Please refer to the Job Analysis on our website for further information.

What’s next?

If this sounds like you, please send a covering letter detailing your current salary and salary
expectations along with your CV, quoting the job reference 0225/CCA by clicking on Apply Now.

“WSP Solicitors is an equal opportunities employer”.

NO AGENCIES

Apply Now

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