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...