Conveyancing Legal Assistant

Role responsibilities:

• Communicating with clients over the telephone, by email and in face-to-face meetings as part of the Client Facing Legal Assistant Team always providing the highest level of customer service to clients.
• To communicate with and provide updates to other solicitors, estate agents and other professional organisations.
• Carrying out Solicitor and Client Due diligence.
• Requesting Documentation fundamental to the transaction.
• Ensuring documents are returned by client’s and work providers, chasing them if required and progressing Transactions.
• Logging correspondence to the correct files / matters.
• Entering data into the correct fields in the case management system from correspondence received.
• Logging and completing tasks on the case management system.
• Performing general administration tasks.
• Manage priorities effectively whilst demonstrating flexibility, often balancing conflicting demands.
• To update all panel members / stakeholders within the business and within the referral businesses with whom we deal. Ensuring portals are kept up to date.
• Drafting sale contracts and re-mortgage documentation as required.
• Checking the title on a sale.
• Dealing with Lenders on both sale and purchase matters such as requesting redemption statements.
• Drafting completion statements and bills.
• Preparation of files for completion to include, final searches, requests for mortgage advances and liaison with Clients as to receipt of balance funds.
• Obtaining authority to exchange and complete.
• Requesting source of funds information.
• To meet all key SLAs and KPIs within the department/referrers’ requirements.
• To be a role model for those around you in both file management, actions, and behaviour.
• To always ensure individual compliance with all PMPL policies and procedures.
• To attend and contribute to team meetings.
• To report directly to the Conveyancing Team Managers on all above aspects.
• You may be required to perform any other duties and to work in any other areas as requested by the Company if necessary, which may include other offices and those of clients.