Conveyancing Onboarding & Administrative Assistant
Location: Talbot GreenSalary: Competitive, dependent on experienceHours: Full-time or part-time
The Opportunity
TSR Legal are pleased to be partnering with an established legal practice who are looking to recruit a Conveyancing Onboarding & Administrative Assistant to join its busy residential conveyancing team in Talbot Green.
This is an excellent opportunity for someone with legal administration, conveyancing support or compliance experience to play a key role in the initial stages of the conveyancing process. You will be responsible for setting up new client files, completing initial compliance checks and ensuring all documentation is in place before matters progress to the fee-earning team.
The ideal candidate will be organised, detail-oriented and confident communicating with clients, with the ability to manage a varied workload in a busy legal environment.
Key Responsibilities
- Prepare and issue client care letters, welcome packs and terms of business to new clients.
- Open new client matters on the firm’s case management system, ensuring all information is accurate and up to date.
- Follow up with clients to obtain outstanding paperwork and completed instruction forms.
- Carry out electronic Know Your Customer (KYC) and Anti-Money Laundering (AML) checks.
- Request, verify and record proof of identity and address documentation.
- Assist with initial Source of Funds and Source of Wealth checks.
- Handle initial enquiries from prospective residential conveyancing clients and record relevant information.
- Manage incoming correspondence, scan legal documents and maintain accurate electronic records.
- Provide general administrative support to fee earners during the initial stages of client instruction.
- Maintain client confidentiality and ensure compliance with GDPR and relevant regulatory requirements.
About You
- Previous experience in a legal administration, conveyancing support, onboarding or compliance role would be advantageous.
- Familiarity with legal case management systems and electronic ID verification platforms is desirable.
- Strong attention to detail, particularly when handling client information and compliance documentation.
- Excellent communication skills and a professional, friendly telephone manner.
- Good organisational skills, with the ability to prioritise tasks and manage multiple new file openings.
- A proactive approach and the ability to work effectively as part of a busy team.
What’s on Offer?
- Full-time or part-time working options.
- Supportive and collaborative working environment.
- Ongoing training and opportunities for professional development.
- Workplace pension.
- Staff healthcare insurance.
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