Senior Team Administrator, Commercial Investment

The Role The Senior Team Administrator plays a key role in supporting the day-to-day operations of a busy real estate office. This position involves overseeing administrative processes, supporting the team and management, and ensuring compliance with regulatory requirements, including KYC and anti-money laundering (AML) procedures. Responsibilities

• Initiating and progressing the on-boarding process of all new clients
• Conduct Know Your Customer (KYC) checks for buyers, sellers, landlords, and tenants
• Verify client identity and proof of address in line with regulatory standards
• Perform Anti-Money Laundering (AML) checks and risk assessments
• Ensure all compliance documentation is accurately recorded and securely stored
• Liaise with compliance officers and external bodies where required
• Monitor and update procedures in line with evolving regulations
• Report suspicious activity in accordance with company policy
• Organising travel for team members
• Event management – coordinating client and team events
• Preparation of expenses
• Preparation/editing of reports and pitch documents
• Arranging internal and external meetings – booking meeting rooms and arranging catering
• Maintaining and updating team job lists, creating new accounts, opportunities and job numbers (using 20:20 CRM System)
• Raising invoices and managing invoice records
• Preparing HTML email campaigns
• Maintaining filing systems in place, photocopying, scanning
• Typing general correspondence
• Maintaining files and job records
• Identifying and arranging IT requirements for new starters
• Manage workloads in conjunction with the other team secretary to ensure that all work is processed efficiently and on time Person specification Qualifications And Experience
• Educated to GCSE level or equivalent as a minimum
• Proven experience in a senior administrative role, ideally within real estate or property
• Strong understanding of KYC, AML, and compliance requirements
• Excellent organisational and multitasking abilities
• High attention to detail and accuracy
• Strong communication and interpersonal skills
• Proficiency in Microsoft Office and CRM/property management systems
• Ability to work under pressure in a fast-paced environment We are proud to offer award-winning benefits to support and reward our employees:
• Health & Leisure: Private medical cover, 25 days annual leave + public holidays (the option of purchasing up to 5 additional days via flex benefits), health screening, gym discounts, wellbeing support, volunteering opportunities, cycle to work scheme, eye care voucher, travel & retail discounts, travel insurance, concierge service, kids pass, open fairways golf card, great company culture and social events (including sports teams, charity events, art pass), perks at work
• Financial: Pension, life assurance at 8 x basic salary, group income protection (long term disability insurance), interest free season ticket loan, bonus scheme - you will be eligible to participate in the Company's Bonus Scheme, share incentive plan, financial and mortgage advice