The primary role is to provide direct support to your line manager and the department, to enable the team to operate at optimum efficiency. This will include but will not be limited to the responsibilities given below. The employee is expected to use a high degree of self-management and initiative to facilitate the smooth running of the support functions within the team. The role is intended to support a Senior Fee Earner within the Residential team.
Key Responsibilities:
Client Interaction:
Provide advice and assistance to clients and third parties via phone, written correspondence, and occasionally face-to-face. Documentation Management:
Chase and manage various documents, including ID, mortgage offers, and searches. System Updates:
Keep the case management system and third-party websites updated in real time. Service Excellence:
Ensure clients and business introducers receive top-notch service. Documentation Preparation:
Prepare necessary documents for the conveyancing process and completion packs for the accounts department. Post-Exchange Matters:
Handle tasks as directed by the team manager and manage completions on the day of completion. Compliance:
Adhere to all company policies and procedures. Administrative Support:
Assist your team and other teams with any additional administrative duties as needed.
Skills & Attitude: Administrative Skills:
Strong administrative abilities from office experience. Attention to Detail:
Excellent attention to detail. Communication:
Good telephone manner and excellent communication skills. Technical Proficiency:
Proficient in Microsoft Office and experienced with case management systems. Organisation:
Highly organised and willing to learn new skills. Team Player:
Collaborative and able to work well in a team environment.
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Key Responsibilities:
Client Interaction:
Provide advice and assistance to clients and third parties via phone, written correspondence, and occasionally face-to-face. Documentation Management:
Chase and manage various documents, including ID, mortgage offers, and searches. System Updates:
Keep the case management system and third-party websites updated in real time. Service Excellence:
Ensure clients and business introducers receive top-notch service. Documentation Preparation:
Prepare necessary documents for the conveyancing process and completion packs for the accounts department. Post-Exchange Matters:
Handle tasks as directed by the team manager and manage completions on the day of completion. Compliance:
Adhere to all company policies and procedures. Administrative Support:
Assist your team and other teams with any additional administrative duties as needed.
Skills & Attitude: Administrative Skills:
Strong administrative abilities from office experience. Attention to Detail:
Excellent attention to detail. Communication:
Good telephone manner and excellent communication skills. Technical Proficiency:
Proficient in Microsoft Office and experienced with case management systems. Organisation:
Highly organised and willing to learn new skills. Team Player:
Collaborative and able to work well in a team environment.
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