Conveyancing Assistant

• Support fee earners in progressing residential conveyancing files from instruction to completion.

• Open new matters, carry out client ID and AML checks, and send out client care documentation.

• Order searches, request title documents and prepare draft contract packs and standard forms for fee earner review.

• Act as a first point of contact for clients, estate agents, brokers and other law firms, giving clear and accurate updates.

• Handle client queries and concerns with care, escalating to the fee earner where appropriate.

• Chase outstanding documents, enquiries, mortgage offers and funds to keep matters moving.

• Keep the case management system accurate and up to date, including file notes, tasks and key dates.

• Prepare completion statements and assist with arrangements for exchange and completion.

• Assist with post completion tasks where required, including SDLT returns and Land Registry applications.

• Follow the Firm’s policies and procedures, including AML, client care, data protection and the Undertakings Policy.

• Provide general administrative support to the conveyancing team.

‍

• Previous experience working in a residential conveyancing team.

• Previous experience of using a legal case management system.

• Excellent customer service skills, with a friendly, professional manner on the phone and in writing.

• The ability to handle clients with care, tact and patience.

• Confidence in dealing with clients, agents and other law firms.

• Strong organisational skills, with the ability to manage competing priorities and deadlines.

• Good attention to detail and accuracy.

• Confident IT skills, including Microsoft Office.

Desirable

• Knowledge of the HM Land Registry portal, HMRC SDLT online service and search providers.

• Familiarity with the Law Society Conveyancing Protocol and CQS requirements.

• Experience of preparing completion statements.

‍