Conveyancing Onboarding Assistant

We are seeking an experienced, detail oriented and organised individual to join our team as a Conveyancing Onboarding Assistant. As an Onboarding Assistant, you will provide support to our Conveyancing team by assisting with various administrative tasks related to property transactions.

Responsibilities

• Act as the first point of contact for new conveyancing clients, providing a professional and friendly welcome.
• Collect and verify client information, including ID checks and anti money laundering documentation.
• Prepare and send client care packs and engagement letters.
• Input client details into case management systems accurately and efficiently.
• Liaise with solicitors and conveyancers to ensure smooth handover of files.
• Monitor onboarding progress and follow up with clients where necessary.
• Maintain compliance with regulatory requirements and firm policies.
• Deal with telephone enquiries either to conclusion or by referral to the fee earner.
• Action incoming post, placing copies on the file and storing documents securely where necessary.
• Provide administrative support to the conveyancing team as required.

Skills & Experience Required

• Previous experience in a legal or property environment (conveyancing experience desirable but not essential).
• Strong administrative and organisational skills.
• Excellent attention to detail and accuracy.
• Ability to manage multiple tasks and meet deadlines.
• Professional telephone manner and strong written communication skills.
• Understanding of AML and compliance procedures (training can be provided).

If you are looking for an exciting opportunity to contribute to the success of a dynamic conveyancing team, we encourage you to apply.

This role is office based with no remote or hybrid working available. Please only apply if you are able to attend the office in Liverpool City Centre full time.

Benefits

• Birthday Off
• Paid exam leave (for work related examinations)
• Enhanced maternity/paternity leave following completion of 2 years service