Conveyancing Assistant
Job title: Conveyancing Assistant - Welcome Team
Reporting to: Aligned Supervisor(s) and Head of Department
Job Purpose
To provide effective and comprehensive assistance to the onboarding of a conveyancing caseload which may include:
- Freehold and leasehold properties including sales and purchase, re-mortgages, transfer of equity and equity release.
- Duties include but are not limited to: providing quotes to clients and brokers; dealing with daily incoming and outgoing post; inputting clients details to Proclaim (CMS) for the opening of cases; checking client ID and carrying out necessary due diligence, data protection and conflict checks; checking Property Titles; writing to and liaising with Estate Agents, Freeholders, Leaseholders, Lenders and Solicitors; submitting local searches and updating clients and brokers regularly.
- Assist other members of the immediate and wider department as required.
This job is self-sufficient. The job holder will produce all their own work on the PC. Proficiency in using the equipment provided and operating the firms systems to a high standard is required.
A high level of supervision will be provided, although the job requires an ability to make decisions involving the exercise of some judgment.
The ability to communicate clearly and effectively is essential.
REPRESENTATIVE ACTIVITIES
- Providing quotes to clients and brokers
- Dealing with daily incoming and outgoing post
- Inputting clients details to Proclaim for the opening of cases
- Checking clients ID and carrying out necessary due diligence, data protection and conflict checks
- Checking Property Titles
- Writing to and liaising with Estate Agents Freeholders, Leaseholders, Lenders and Solicitors
- Submitting local searches
- Updating clients and brokers regularly
- Processing client ID checks
- Initial searches
- Other general clerical duties as required
This list is not exhaustive and may vary
