Main Duties:

• To provide technical and administrative support to fee earning staff.
• To make effective use of case management systems and ensure efficient use of time and resources.
• To contribute to the development and improvement of business systems and processes.

Key Tasks:

1 Technical

• Support fee earning staff in the provision of a full range of conveyancing services
• Set up and manage transaction files (electronic & hard copy)
• Ensure accuracy of client and transaction data (data input & cleansing)
• Complete post completion duties including registration & replies to HMLR requisitions

2 Customer Service

• Maintain high standards of performance and customer service
• Deal with enquiries and client onboarding promptly and proactively, providing quotes on a same day
  basis
• Deal with routine calls for updates from clients / third parties
• Report any customer service issues or complaints to fee earners / senior staff promptly

3 IT & Systems

• To make effective use of the: -Case Management and customer communication systems
• Microsoft & email systems
• Advanced systems including electronic signatures and AML processes
• Internet and Intranet

4 General

• To make appropriate recommendations for service improvement
• To undertake any other appropriate duties as may be required
• To attend and complete relevant training
• To co-operate with and take part in the business’s appraisal process
• To demonstrate support for the firm’s development and values

This job description will be reviewed and updated annually in consultation with relevant staff