Part-time Client Onboarding / Corporate Services Administrator

Imagine a place where you are supported to continually expand your knowledge and skills, whilst gaining recognition for your hands-on work with interesting and high calibre clients. That’s Rouse – a collaborative, encouraging workplace, where our culture is driven by our four core values of Respect, Integrity, Care and Excellence which are integral and play a part in everything we do.

About Rouse

With a history spanning over a century, we’re an independent, well-established firm of over 90 team members with a proven track record of delivering high quality financial solutions for our clients and proudly featuring in the top 100 UK accountancy firms.

We recognise that our strength lies in our people, therefore, our focus is to invest in our greatest asset, our staff, creating an impressive team across all sectors of accounting.

Whilst we are devoted to providing a first-class service to our clients, you will find we are not your everyday accountants, we have no formal dress code; we’re creative, forward-thinkers, who love to explore advances in technology and new ways to help clients.

Our clients are based across the UK, and as members of Praxity, the largest alliance of accounting firms in the world, it’s quite likely that you will also be working with international clients – perhaps giving your career a steppingstone into new directions.

We are proud to offer best-in-class learning and development programmes, career progression opportunities, job recognition, wellness initiatives and flexible working to suit your work/life balance.

About you

We are looking for individuals that enjoy taking ownership of their responsibilities.  You’ll be confident in managing multiple tasks, have a keen eye for detail, excellent organisational skills and be comfortable communicating with clients and colleagues at all levels.

Key responsibilities and skills

As a Client Onboarding and Corporate Services Administrator, you will provide an efficient and accurate service by managing the new client onboarding process from the initial point of contact to handover alongside providing essential ongoing support to the Company Secretarial Manager.

This will include:

• Managing the onboarding process for new clients, including liaising with our sales and marketing department in order to begin the onboarding process promptly.
• Ensuring all new client on boarding tasks and compliance checks are completed accurately and in line with Anti-Money Laundering legislation.
• Assisting with the organisation and ongoing maintenance of KYC (Know Your Client) documentation and records.
• Monitoring KYC documentation and ensure that it is complete before a client becomes ‘live’.
• Ensuring regulatory and compliance rules are adhered to, especially around KYC and AML.
• Providing onboarded clients to the admin team.
• Assisting the company Secretarial Manager with administration duties, including maintaining statutory registers and preparing relevant documentation.
• Deputising for the Company Secretarial Manager during periods of absence, ensuring a seamless continuation of service.
• Supporting the Practice Manager and Company Secretarial Manager with general administrative duties as required.
• Collaborating with all colleagues to ensure smooth communication and workflow.
• Being responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with IT.
• Ensuring full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels.

Essential Skills and Experience

• Previous experience or understanding of Anti Money Laundering regulations is highly desirable.
• Proficient in Microsoft Office and other relevant software.
• Comfortable working with detailed documentation.
• Articulate self-starter with excellent communication skills.
• Strong organisational and multitasking skills with excellent attention to detail.
• Highly organised and able to prioritise daily workloads whilst working efficiently and accurately under pressure.
• Confident communicator with the ability to liaise effectively with clients and team members.
• Self-motivated, proactive and capable of working independently.
• Previous experience in an accountancy or professional services firm is advantageous.