The main role of the Conveyancing Assistant is to support the New Build Conveyancer with all elements of the conveyancing transaction.
Duties
- Deal effectively with clients and third parties over the telephone, in written correspondence, and occasionally face to face, to provide advice and assistance
- Chase various documentation, ID, mortgage offers, and searches
- Keep the case management system and any third-party websites up to date in real time
- Ensure clients and introducers of business receive the best possible service at all times
- Prepare required documentation as needed within the conveyancing process
- Prepare completion packs for the accounts department, including completion statements and invoices
- Handle post-exchange matters as directed by your team manager
- Assist with completions on the day of completion
- Comply with all Policies and procedures
- Perform any other administrative duties required to assist your team and other teams when necessary
Training and Development
- Ensure full understanding and adherence to all relevant company policies and procedures on the Training Portal and the Company Intranet.
- Undertake all training and reading assigned on the Training Portal (Access Training) within the specified timelines set by the Training Team.
- Attend all other training sessions rolled out by the Training Team, whether online or in person.
- Maintain an up-to-date training record to track completed training activities.
Skills
- At least 12 months experience working in a similar role
- Strong administrative skills gained in an office environment
- Excellent attention to detail
- Good telephone manner
- Conversant in Microsoft Office
- Highly organised
- Willingness to learn new skills
- Experience of using a case management system (we use Proclaim)