About Us
Davis Blank Furniss is a Manchester and Glossop based law firm, committed to providing a wide range of legal services for both business and private sectors.
Position Overview
We have a new and exciting opportunity for a Residential Conveyancing Onboarding Assistant to join our friendly team at our office in Glossop.
Our thriving Residential Property team deals with the full range of conveyancing matters. This role will see you working closely with a Senior Solicitor and a Conveyancing Executive on interesting and varied matters including sales, purchases, re-mortgages and transfer of equity matters as well as freehold, leasehold and unregistered titles. You will liaise directly with clients and third parties over the telephone, in written correspondence and face to face, as well as draft documents and support team members with diary and file management which will include opening and closing files, client onboarding and any other administrative duties as required.
Responsibilities:
- Acting as the initial point of contact for new clients
- Taking full details from new clients and providing them with quotations
- Opening new files on the firm’s case management system including conducting conflict searches
- Preparing and sending out the initial documentation including the client care pack
- Setting up the electronic ID and proof of address verification process for clients to complete
- Assisting clients with the completion of initial documents and ID checks, as required
- Dealing with any queries about the initial documents and ID checks, usually by telephone
- Liaising with clients, other solicitors, lenders, financial advisers, estate agents, management companies etc
- Keeping clients fully updated about the progress of the onboarding process
- Keeping the case management system and any third-party applications up to date
- Drafting emails, letters , documents, forms etc
- Making appointments by telephone and confirming details in writing
- Speaking to clients and others on the telephone and in person, requesting information and taking/relaying messages
- Making enquiries, checking balances and requesting payments in the electronic legal accounts system
- Submitting searches on purchase conveyancing transactions
- Dealing with a mix of general administrative duties and tasks as delegated by the conveyancers to include photocopying and scanning
- Supporting the conveyancing fee earners and general assistance for the team
- Organising and managing electronic and physical documentation
- Sorting, prioritising and putting post with files for Fee Earners
Skills needed:
- Strong legal skills and proficiency in Microsoft 365 software
- Ability to use own initiative
- Ability to work in a fast-paced environment, under pressure and to strict deadlines
- Excellent attention to detail and problem-solving skills
- Ability to multitask, prioritise and assist with a high-volume and varied workload
- Outstanding client care skills
- Excellent written and verbal communication skills, and confidence to liaise with clients, lenders, legal suppliers, and colleagues
- Ability to work well as part of a team or independently
- Excellent organisation and time management skills
We offer fantastic training and consistent progression opportunities. This role is ideal for a reliable and personable Residential Conveyancing Onboarding Assistant, with at least 6 months recent experience in a similar role, who is looking to join an established and highly regarded firm.
A competitive salary and benefits package is on offer.
Job Type: Full-time/Part-time, Permanent
Schedule: Monday to Friday
Experience: Minimum of 6 months residential conveyancing experience (preferred)
Ability to commute/relocate: Glossop SK13 8BZ (required)
If you are interested in this varied role, please submit your CV by email to [email protected] or complete the form below.