Legal Assistant
Baker Ashley Pontypridd
Legal Assistant in our Conveyancing department, duties include:
- Setting up new files on our CRM system.
- Preparing and sending out Client Care Packs.
- Conflict checks on our client(s) and the other side’s client(s).
- Checking client(s) (and giftors) photo ID and address ID documents are valid and certified correctly.
- Undertaking a video calls with client(s) (and giftors) to certify their photo ID and address ID documents.
- Conducting AML checks on clients (and giftors).
- Conducting Risk Assessments on each of our clients.
- Checking the evidence of source of funds is sufficient.
- Ordering Searches on purchase files.
- Preparing Draft Contract Packs on sale files and sending to the other side’s solicitors.
- Ordering Redemption Statements from the Lender (the bank providing the Mortgage) on sale files.
- Preparing draft Replies to Enquiries on sale files for Conveyancer to check.
- Obtaining quotes for Indemnity Insurance Policies and ordering these.
- Ordering management packs on leasehold properties (e.g. LPE1 and FME1).
- Sending out contracts, transfers and mortgage deeds to clients for signature.
- Telephoning clients to obtain their verbal authority to exchange and making a note on the file to confirm this and notifying the conveyancer of this.
- Copying exchange information onto the original contract in the office and posting it out to the other side’s solicitors together with the memo of exchange.
- Liaising daily with the Conveyancer and working closely with them to ensure all tasks are completed depending on urgency and priority.
- Ensure you follow the instructions of your Conveyancer and complete all tasks the Conveyancer asks you to do promptly and confirm to the Conveyancer one each task has been completed.
- Manging your emails daily to ensure all emails are responded to (on our CRM system) promptly (within 1 working day).
- Manging your telephone messages daily to ensure all phone calls are responded to promptly (within 1 working day) and a note of the call saved on the file.
- Reviewing the traffic lights on your cases daily. Undertaking work – progressing the case on every file which is red or yellow each day.
- Undertake and fully complete all Milestone tasks on our CRM system that relate to your role and ensure you tick them off as complete promptly.
- Regularly update the Conveyancer’s live list by removing cases that have fallen through, been put on hold or completed and adding new cases to the list.
- Call or email estate agents requesting their invoice.
- Call or email estate agents notifying them that keys can been released.
- On sale files immediately after completion - drafting a letter to the other side’s solicitors enclosing the TR1, and listing in the letter any other attachments (e.g. indemnity policy or certificates). Scan a copy of the TR1 and save on the file before posting to the other side’s solicitors.
- Preparing draft completion packs to send to finance department for Conveyancer to check.
- Preparing draft completion statements for Conveyancer to check.
- Preparing draft stamp duty forms on purchase files for Conveyancer to check.
Cardiff, 9 mi from Pontypridd
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