Newbuild Conveyancing Assistant - Hybrid

The main role of the Conveyancing Assistant is to support the New Build Conveyancer with all elements of the conveyancing transaction.

Duties

• Deal effectively with clients and third parties over the telephone, in written correspondence, and occasionally face to face, to provide advice and assistance
• Chase various documentation, ID, mortgage offers, and searches
• Keep the case management system and any third-party websites up to date in real time
• Ensure clients and introducers of business receive the best possible service at all times
• Prepare required documentation as needed within the conveyancing process
• Prepare completion packs for the accounts department, including completion statements and invoices
• Handle post-exchange matters as directed by your team manager
• Assist with completions on the day of completion
• Comply with all Policies and procedures
• Perform any other administrative duties required to assist your team and other teams when necessary

Training and Development

• Ensure full understanding and adherence to all relevant company policies and procedures on the Training Portal and the Company Intranet.
• Undertake all training and reading assigned on the Training Portal (Access Training) within the specified timelines set by the Training Team.
• Attend all other training sessions rolled out by the Training Team, whether online or in person.
• Maintain an up-to-date training record to track completed training activities.

Skills

• At least 12 months experience working in a similar role
• Strong administrative skills gained in an office environment
• Excellent attention to detail
• Good telephone manner
• Conversant in Microsoft Office
• Highly organised
• Willingness to learn new skills
• Experience of using a case management system (we use Proclaim)