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Conveyancing Assistant

2 months ago

Gloucester, Gloucestershire, United Kingdom Davies and Partners Full time
Job Title: Conveyancing Assistant

We are seeking a highly organized and detail-oriented Conveyancing Assistant to join our team at Davies and Partners Solicitors. As a key member of our conveyancing department, you will play a crucial role in ensuring the smooth execution of residential property transactions.

Key Responsibilities:
  • Assist with issuing quotes, opening new files, and onboarding clients.
  • Provide exceptional customer service to clients, developers, and brokers through telephone and email communication.
  • Exhibit flexibility, particularly during peak periods, to meet the demands of the business.
  • Update developer spreadsheets and work lists on OneDrive.
  • Monitor and update our App as key stages are met, and assist clients with any queries.
  • Verify client documentation and identify necessary procedures for each individual case.
  • Obtain satisfactory evidence of funds to satisfy AML regulations and report any concerns to the Team Leader/Head of Department.
  • Request payment on account from clients.
  • Verify draft Contract documentation to ensure accuracy in client names, addresses, and purchase price.
  • Arrange Search Insurance or obtain Local, Environmental, and/or Drainage Searches as required.
  • Send standard correspondence to clients.
  • Draft Stamp Duty Land Tax forms in preparation for client reports.
  • Notify clients and solicitors of exchange confirmation.
  • Advise clients when notice to complete has been served.
  • Obtain OS2 and Bankruptcy searches and download results onto case files and lender portals.
  • Obtain closing statements from clients and order ISA/LISA funds.
  • Order redemption statements from lenders on sales.
  • Coordinate completions with the Accounts Department, including bills and e-chits.
  • Provide completion statements to clients once checked by the Accounts Department.
  • Submit SDLT payments to HMRC on completion.
  • Arrange completion letters to clients and solicitors, and send deeds on sales to solicitors.
  • Submit END1s/DS1s to existing lenders/HTB on sales.
  • Submit AP1s and add matters to the Post Completion spreadsheet on OneDrive.
  • Assist with training new Paralegals/Junior Paralegals to departmental standards.
Requirements:
  • GCSEs or equivalent in Maths and English.
  • A Law Degree is not required, but awareness of compliance and processes within residential conveyancing is beneficial.
Skills and Knowledge:
  • Experience working as a Conveyancing Paralegal or Assistant in a conveyancing department (ideally with New Builds).
  • Experience working in a fast-paced and demanding environment.
  • Experience completing administrative tasks.
  • Self-organized and proactive.
  • Excellent attention to detail.
  • Ability to maintain client confidentiality.
  • Adaptable to the needs of the business as changes occur during operational requirements.
  • Competence in the effective use of Information and Communications Technologies (ICT).
  • Ability to prioritize, meet deadlines, and work under pressure.
  • Excellent interpersonal, communication, and presentation skills.
  • Ability to be flexible.
  • Experience working within residential conveyancing is useful but not essential, as full 'on the job' training will be provided.

We are an equal opportunities employer and welcome applications from all qualified candidates. Please note that this role requires a criminal record check from the Disclosure and Barring Service before appointment confirmation.