Key Responsibilities
Client Onboarding
* Conduct client intake, gather documentation, and carry out KYC/AML checks.
* Set up new conveyancing files in the case management system.
* Liaise with clients, estate agents, and mortgage brokers to ensure smooth transaction starts.
Conveyancing File Handling
* Prepare and review property transaction documents (contracts, transfer deeds, mortgage forms).
* Conduct and review searches (land registry, local authority, environmental) and flag any issues.
* Monitor progress of transactions, ensuring deadlines are met and clients updated.
* Assist with post-completion matters, including registration of title and financial settlements.
Admin...