Overview
Location: Altrincham
Department: Real Estate
Employment Type: Full-time
Reports To: Welcome Team Manager
Salary: £25,000
About the Opportunity
We are recruiting on behalf of a well-established firm within the property and legal sector that is seeking a Legal Onboarding Executive to join its busy Real Estate team. This role plays a key part in ensuring new clients are welcomed professionally, onboarded efficiently, and supported throughout the early stages of their conveyancing journey.
You will be the first point of contact for clients, guiding them through initial queries, preparing accurate quotes, handling documentation, and ensuring each file is opened correctly and passed on to the appropriate case handler. This is an excellent opportunity for someone who enjoys client interaction, has strong organisational skills, and thrives in a process-driven environment.
Key Responsibilities
Client Engagement & Quoting
1. Act as the primary point of contact for new clients, offering a friendly, professional service
2. Understand client needs over the phone and provide accurate, detailed quotes
3. Proactively follow up on new leads to maximise conversion and support business growth
Case Management
4. Set up new conveyancing files, ensuring all client details are correct and assigned to the appropriate fee earner
5. Use case management software effectively to streamline form completion and minimise errors
6. Report system issues or improvement ideas to the Welcome Team Manager to enhance productivity
Relationship Building
7. Work closely with the conveyancing team to understand workloads and allocate new files appropriately
8. Assign files fairly based on capacity and expertise
9. Ensure individual fee earner requirements are met and seek clarification where needed
Call Management
10. Support reception by handling incoming calls and managing enquiry queues
11. Assess client needs and transfer calls to the appropriate fee earner
12. Provide basic file updates when information is available on the case management system
Quality & Compliance
13. Adhere to SRA standards, data protection requirements, and firm policies
14. Maintain high levels of confidentiality and accuracy across all documentation
Required Skills & Experience
15. Strong written English, spelling, and grammar
16. Fast, accurate typing and excellent document formatting skills
17. Confident using MS Office (Word, Excel, Outlook) and PDF tools
18. Highly organised, reliable, and able to manage multiple deadlines
19. Professional communication skills and a client-focused mindset
20. Willingness to learn and develop
21. Knowledge of the conveyancing process is desirable but not essential
Performance Expectations
22. High accuracy and timely completion of documents
23. Positive compliance audits and correct handling of KYC/engagement paperwork
24. Reliable productivity and consistent task management
25. Strong service delivery with positive feedback from clients and colleagues
26. Continued development and increased autonomy over time
If you enjoy working directly with clients, thrive in structured processes, and want to be part of a supportive legal team, we would love to hear from you. Apply today to be considered for this opportunity. Get in touch with the team on 02085497212 or submit your CV using the link below
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