Conveyancing Assistant

7 months ago

Halifax, United Kingdom Wilkinson Woodward Full time

Objective: To provide clerical support to fee earner

Responsible to: Fee earner to whom responsible and Head of Department

**Key Tasks**
- To support Conveyancers in the maintenance of files by effective file management.
- To assist in the management of caseload by undertaking procedures as directed by the Conveyancer including dealing with file related queries either face to face or by telephone.
- To ensure that clients are dealt with efficiently and politely and that appropriate legal matters are raised with the Conveyancer.
- To attend to clients, taking instructions, and conducting letter and telephone enquiries as necessary
- Dealing promptly with telephone enquiries as received into the office.
- To use the correct Practice procedures and systems in order to manage cases effectively and in accordance with the firm's standards and legal requirements.
- To manage own work allocation, productivity and quality of work with minimum supervision.
- Contacting Clients, Agents, Referrers, Search providers and other parties Solicitors to progress active conveyancing transactions.
- Ensure the confidentiality of all the firms and clients' documentation and information.
- Contributing to maintaining a safe and healthy working environment.
- Contributing to maintaining and improving office procedures.
- Ensuring compliance with the Firm's Equality and Diversity policy.

**Additional Tasks**
- Dealing with sale, purchase and re-mortgage matters to the extent delegated by the Conveyancer, to include:

- Any preliminary matters on both sale and purchase files.
- Obtaining all required documentation from the client, other-side, third parties (such as HMLR, HMRC and Lenders).
- Drafting sale contracts and re-mortgage documentation as required and supervised by the Conveyancer.
- Assisting the Conveyancer in replying to enquiries.
- Dealing with Lenders on both sale and purchase matters, checking redemption statements, mortgage offers and dealing with the financial calculations relating to the same as required by the Conveyancer.
- Assisting with purchase files, including:

- Obtaining initial documentation.
- Collating contract packs.
- Administrative duties relating to the title checks/title reports.
- Assisting the Conveyancer in raising enquiries.
- Reviewing and reporting on mortgages.
- Ordering (all appropriate) searches, review and reporting on the same as supervised by the Conveyancer.
- Preparation of files for completion to include, final searches, requests for mortgage advances and liaison with Clients as to receipt of balance funds.
- Dealing with all appropriate Notices/Deeds — Post Completion.
- Updating the Estate Agents, Mortgage Brokers as required.
- Updating Lender Portals, including Lender Exchange and LMS.

**Benefits**:

- Company pension
- Cycle to work scheme
- Employee discount

Schedule:

- Monday to Friday

Work Location: In person

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