Conveyancing Onboarding & Admin Specialist (FT/PT)

Tsr Legal; Talbot Green; On-site; GBP 20,000 - 28,000; Full time

Benefits offered by this job

Workplace pension

Staff healthcare insurance

Job summary

TSR Legal is seeking a Conveyancing Onboarding & Administrative Assistant to support its residential conveyancing team in Talbot Green. You will set up new client files, perform initial compliance checks and ensure documentation is complete before matters progress to the fee-earning team.

The role requires strong organisation, attention to detail and clear communication with clients, with the ability to manage a varied workload in a busy legal environment. Full-time or part-time options offered.

Qualifications

• Previous experience in legal administration, conveyancing support or compliance is advantageous.
• Familiarity with case management systems and electronic ID verification platforms is desirable.
• Strong attention to detail when handling client information and compliance documentation.

Responsibilities

• Prepare and issue client care letters, welcome packs and terms of business to new clients.
• Open new client matters on the firm's case management system, ensuring information is up to date.
• Follow up with clients to obtain outstanding paperwork and completed instruction forms.
• Carry out electronic KYC and AML checks.
• Request, verify and record proof of identity and address documentation.
• Assist with initial Source of Funds and Source of Wealth checks.
• Handle initial enquiries from prospective residential conveyancing clients.
• Manage incoming correspondence, scan legal documents and maintain electronic records.
• Provide general administrative support to fee earners during initial client instruction.
• Maintain client confidentiality and GDPR compliance.

Skills

Legal administration

Conveyancing support

Compliance

Tools

Case management system

Electronic ID verification platforms

Job description

TSR Legal is seeking a Conveyancing Onboarding & Administrative Assistant to support its residential conveyancing team in Talbot Green. You will set up new client files, perform initial compliance checks and ensure documentation is complete before matters progress to the fee-earning team.

The role requires strong organisation, attention to detail and clear communication with clients, with the ability to manage a varied workload in a busy legal environment. Full-time or part-time options offered.