Conveyancing Assistant

• Document and correspondence preparation
• Audio Digital Dictation and typing
• File administration including maintenance of accurate client admin files both on SOS and hardcopy records (including file opening with correct level of risk identified and file closing procedures).
• Diary management and arranging appointments
• Handling a variety of property-related tasks, such as submitting search requests, ordering documents and processing applications for the transfers and mortgages through the Land Registry.
• Administrative assistance with a range of forms including accessing HMRC website to complete stamp duty land forms, AP1s and lender exchange functions.
• Manage the onboarding process for the new residential conveyancing clients from initial instruction through to the case handover.
• Act as a single point of contact for the department for the end-to-end AML process including liaising with clients to obtain requited documentation and identification checks in line with regulations.
• Maintain accurate and up-to-date records in case management systems.
• Coordinate with conveyancers and admin teams to ensure a seamless client transaction.
• Assist with drafting and sending out engagement letters and initial paperwork.
• Identify opportunities to improve the onboarding experience and contribute ideas for process enhancements.

• Previous experience in a legal or client- focused administrative role (ideally within Conveyancing)
• Excellent communication and interpersonal skills
• Strong attention to detail and high standards of organisation
• Ability to work independently and as part of a collaborative team
• Fast, accurate typing ability using digital dictation and audio systems
• Knowledge of Land Registry procedures
• Excellent communication skills and team player
• Proactive, professional and friendly demeanour
• Familiarity with case management systems and Microsoft Office Suite
• Understanding of GDPR and AML compliance is essential

Elite Touch Group