Residential Property Assistant

• Answering phone calls and directing phone calls to appropriate person or taking messages
• Assisting the caller where able to do so
• Making appointments for clients and producing file notes with telephone and other communications
• Filing correspondence
• Providing conveyancing quotes to clients
• Working independently within a comprehensive case management system
• Requesting searches
• Preparing conveyancing documents eg, SDLT and LTT Returns and Land Registry applications etc
• Obtaining Land Registry documents from the HMLR Portal
• Updating mortgage portal systems such as LMS and Lender Exchange
• Generating exchange and completion letters
• Preparing bills and completion statements
• Preparing receipts to show monies coming in/going out on a case
• Setting files up for completion to include carrying out Land Registry pre-completion searches
• Opening new files when required
• Generating client care packs to clients
• Sending ID requests
• Checking returned documents and requesting any missing documents from clients
• Audio and copy typing/transcription of digital dictation when required
• Closing down files and checking ledgers
• Attendance on clients in person and on the telephone
• Maintain high professional standards, confidence and integrity
• Comply fully with the CQS Protocol, Office Manual and Staff Handbook
• Such other tasks as the firm may from time to time require

• Legal experience within a residential conveyancing department
• Case management experience would be advantageous
• Appropriate manual dexterity and keyboard skills
• Effective and courteous communicator, both face to face and over the telephone
• Work calmly and accurately under pressure
• Prioritise tasks
• Effective management of time
• Good standard of computer literacy and willingness and ability to learn new technology
• Discretion and ability to work in a confidential environment
• Pleasant, approachable and polite
• Flexible and adaptable
• Ability to work as a part of a team
• Able to show initiative
• Attention to detail
• Highly motivated

Case management experience