Conveyancing Assistant

We are seeking a Conveyancing Assistant based at our Halifax office to provide clerical support to fee earners in the practice. 

Key Tasks

  • 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 support Conveyancers in the maintenance of files by effective file management.
  • 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.
  • Providing quotes both on the phone and by email, including via referrers.
  • 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 sate 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.
  • Post Completion procedures including Land Registry applications, First Registrations, Deeds back to client/lender and archiving the file.

Please apply directly to jobs@wilkinsonwoodward.co.uk