Main Duties:
-Manage all client work allocated by Supervisor or Department Head in accordance with
department procedures.
-Draft correspondence and appropriate legal documents, ensuring accuracy at all times. Issue
sales contracts.
- Receive incoming telephone calls, dealing with enquiries or taking messages as appropriate.
- Provide advice and guidance to clients ensuring that the client is regularly kept informed of
progress and costs.
- Liaise with estate agents, solicitors and others as required.
- Deal appropriately with financial transactions on clients' matters.
- Prepare bills for clients.
- Undertake opening and closing of files.
- Undertake and issue searches on purchase matters.
- Deal with pre-exchange searches and post completion registrations
- Maintain an accurate and up to date filing system.
- Participate in the Firm's appraisal process and ensure personal objectives are met.
- Develop a good relationship with existing and potential clients ensuring that a high standard
of client care is exercised at all times.
- Undertake relevant training subject to the approval of your Department Head, to ensure
you are kept up to date with relevant legislation and practice.
- Ensure all work is carried out is in accordance with our professional regulations.
- Be aware of your responsibilities under health and safety legislation.
- Carry out duties and responsibilities with due regard to our Equality & Diversity Policy.