Client Onboarding & Administrative...

Client Onboarding & Administrative Assistant

Looking for an administrative role but with a difference? At SAS we've got you covered:

• A digital practice with a passion for tech
• Flexible working opportunities
• Entrepreneurial values and a growth mindset

We are seeking a reliable, organised, and proactive Client Onboarding & Administrative Assistant to support our Onboarding Manager and wider team. This role is perfect for someone who is detail-oriented, communicates well and enjoys ensuring clients have a smooth and positive experience from the very start. No formal qualifications are needed, just the right attitude, willingness to learn and confidence using basic technology.

Client Onboarding Support

• Prepare and send onboarding documentation
• Set up new client records and profiles in internal systems
• Gather required information from clients and follow up where needed
• Schedule onboarding calls or meetings
• Monitor onboarding progress to ensure timely completion of tasks
• Process client AML checks
• Assist the Onboarding Manager with reconciliation or clean-up of new client ledgers

General Administrative Tasks

• Maintain and update internal databases, spreadsheets and files
• Prepare simple reports or summaries
• Handle email correspondence and basic enquiries
• Assist with organising team calendars, tasks and reminders
• Carry out general administrative duties to support daily operations

Skills & Experience

• Strong organisational skills and excellent attention to detail
• Good written and verbal communication
• Comfortable using email, basic office tools and spreadsheets
• Quick to learn new systems and processes
• Positive attitude, reliability and willingness to assist where needed
• Ability to work independently and manage time effectively

Personal Attributes

• Friendly and professional with clients and colleagues
• Problem-solver who uses initiative and common sense
• Adaptable and comfortable in a fast-paced environment
• Supportive team player who enjoys helping others

What's on Offer

Benefits include:

• 25 Days annual leave rising to 29 with long-term service (plus bank holidays)
• On-site parking
• Dress for your day
• Private medical insurance and life insurance
• Company pension
• Company events & social hours
• Enhanced Maternity and paternity pay