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Conveyancing Onboarding Assistant

Company

Emeraldlaw

Location

liverpool, england

Posted

June 18, 2026

Position Overview

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 e...

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