Conveyancing assistant

3 months ago

Southport UK, Merseyside, United Kingdom Brown Turner Ross Full time

Key Responsibilities

  • Opening, updating and closing matter files and recording client data
  • Preparing quotes and initial paperwork
  • Dealing with identification documents, and understanding AML procedures
  • Ordering office copies and other HMRC documents, local authority searches
  • Typing and preparing correspondence, documents, and forms
  • Liaising with estate agents and third parties either by phone, email or written correspondence
  • Updating clients with efficiency and politeness throughout the process
  • Preparing contract efficiency packs
  • Ordering redemption statements
  • Exchanging contracts and organising completions
  • Preparing bills and the financial documentation
  • Post completion working, including preparation of Stamp Duty Land Tax Returns, drafting applications to the Land Registry, deeds schedules, etc
  • Ensuring compliance with quality standards and company policies/procedures


Skills and Knowledge Required

  • Previous experience of working in a busy Residential Conveyancing Department is desirable
  • Excellent written and verbal communication skills
  • Attention to detail and accuracy
  • Ability to work on own initiative and as part of a team
  • Effectively handle sensitive and confidential information
  • Ability to work under pressure and multitask
  • Ability to effectively prioritise and excellent organisation skills
  • Previous experience of dealing with financial information
  • In-depth working knowledge of MS Office
  • Previous experience of Case Management System - LEAP - is desirable

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