Conveyancing Assistant

6 days ago


Marlborough, United Kingdom Royds Withy King Full time

Key Responsibilities

Personalised Client Service - Manage an administrative workload under the guidance of fee earners
- Draft documents and bills, under supervision, using appropriate precedents and templates to accurately reflect fee earner instructions
- Providing excellent client service at all times and adhere to the firms Client Experience (CX) principles
- Learn firm policies and business processes, ensuring compliance particularly with regards to confidentiality, security data protection and file retention and destruction requirements
- Ensure adherence to all affiliations and standards connected to the department (Legal Aid, Land Registry etc.) - Check to ensure all work complies with risk management policies and procedures, in particular concerning file opening processes and anti-money laundering. Audit files with the department to ensure files comply with risk management policies and procedures
- Deal with new enquiries for the department

Sustainable Growth
- Provide administrative support for business development and marketing activities including booking facilities and refreshments, booking specialist, preparing presentation materials and associated marketing documentation
- Update the CRM system to input data and manage the client information through the system including adding contact details, referrals and new clients. Act as a super user for the system
- Support fee-earners by acting as a point of contact for 3rd parties (such as agents, referrers, experts and other solicitors), responding to enquiries and building a good rapport
- Act as an ambassador for the firm at all times

Dynamic Culture
- Build relationships with the team and clients based on trust - Work closely with members of the team to ensure work is done to the best it can be - Be open to and look for new ways of working - Coordinate team activities such as meetings, training or social activities

Financial & Operational Excellence
- Time record for all work where possible - Make effective use of the relevant firm IT systems, working efficiently and streamlining processes where possible
- Input into procedural changes, making suggestions for improvement and efficiencies. Take ownership of small projects where appropriate.

Person Specification

Knowledge & Skills Previous experience within a Legal Assistant or Administrative role -DesirableExcellent organisation capability with the ability to effectively prioritise - EssentialSolid understanding of Microsoft Office suite and other relevant IT platforms - EssentialStrong written communication skills - EssentialDemonstrate a good understanding of client relationship management - Essential

Core BehavioursForward Thinking - Receptive to and looking for new ways of working with the ability to be flexible in approaching tasks and problems. Caring - Able to develop relationships based on trust. Pays attention to detail to ensure the best outcome for your team, your work and the Firm. Team Players - Open, inclusive and supportive of others and actively participates as a member of a team. Ambitious - Open with own/new ideas and a commitment to being the best you can be for clients and yourself.


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