Conveyancing Onboarding Administrator

Conveyancing Onboarding Administrator

Leigh on Sea

Full-time

We are seeking a detail-oriented and efficient Conveyancing Onboarding Administrator to join our clients property team. This role is responsible for managing the initial stages of the conveyancing process, ensuring all new matters are opened accurately, compliance checks are completed, and clients receive a smooth and professional onboarding experience.

• Managing the onboarding process for new conveyancing matters, including:
• Opening new client files in line with firm and regulatory requirements
• Conducting  and anti-money laundering (AML) checks
• Issuing client care letters and onboarding documentation
• Preparing initial contract packs and standard documentation
• Acting as the first point of contact for new conveyancing enquiries
• Liaising with clients, estate agents, brokers, and third parties to obtain required information
• Ensuring all compliance requirements are met prior to file progression
• Maintaining accurate and up-to-date records on case management systems
• Supporting fee earners by ensuring files are fully prepared for legal work to commence
• Monitoring onboarding pipelines and following up on outstanding documentation
• Assisting with general administrative duties within the conveyancing department

• Previous experience within a conveyancing environment
• Understanding of the conveyancing process
• Familiarity with AML and compliance procedures
• Strong organisational skills with the ability to prioritise tasks effectively
• High level of accuracy and attention to detail
• Proficient in Microsoft Office and case management systems
• Excellent communication and client service skills
• Professional and client-focused approach
• Strong time management and ability to meet deadlines
  
  Ability to work independently and as part of a team
• Problem-solving mindset and proactive attitude
• High level of confidentiality and integrity