Job Title: Residential Property Legal Assistant
Location: Sutton Weaver, WA7 3LF
Responsibilities
- To open new files and issue new clients with Client Care Letters, Terms and Conditions etc.
- To prepare correspondence and documents through audio typing and word processing.
- To draft documents and/or track changes in documents which have previously been drafted.
- To commission pre-exchange searches, obtain Legal Indemnity Policies and request documentation from the Land Registry.
- To arrange for all copying to be carried out and if Reception are not able to do so undertake the task in person.
- To make appointments, arrange meetings and to maintain an up-to-date diary for their Fee Earner.
- To attend to clients both in person and on the telephone and to provide such support in a professional and friendly manner in keeping with the firm’s standards for client care.
- To accurately prepare all invoices and completion statements for submission to the Accounts Department and sending to clients.
- To correctly record all funds that are remitted and received by completing blue slips and set files up for completion.
- To prepare mail and enclosures for posting.
- To keep the Practice Management System and all file inlay sheets up-to-date throughout the course of the transaction.
- To administer filing. This will include daily filing and also the archiving, storage and retrieval of client files in accordance with the detailed procedures contained in the Office Manual.
- To provide support to other assistants as and when required.
- To provide guidance to Reception and temporary assistance when required to do so.
- To undertake any specific training when required to do so and overall to have a responsibility towards self-development.
- To ensure confidentiality of all the firms and clients’ documentation and information.
- Comply with the Solicitor’s Accounts Rules and the Rules on the Professional Conduct of Solicitors or other professional body (if applicable).
- Comply with the requirements of the Lexcel and Conveyancing Quality Scheme accreditation and the protocols contained within.
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