Conveyancing Onboarding Administrator

A1 Personnel; Leigh on Sea; On-site; GBP 24,000 - 29,000; Full time

Job summary

A1 Personnel seeks a detail-oriented Conveyancing Onboarding Administrator in Leigh on Sea to manage the initial stages of conveyancing matters. You will open new client files, perform AML checks, and issue onboarding documentation to ensure a smooth client experience.

Ideal candidates will have conveyancing exposure, strong organisational skills, and proficient use of Microsoft Office and case management systems. This role is based on site with potential for growth within the property team.

Qualifications

• Experience in a conveyancing environment.
• Understanding of the conveyancing process.
• Familiarity with AML and compliance procedures.
• Strong organisational skills with high attention to detail.
• Proficient in Microsoft Office and case management systems.
• Excellent communication and client service skills.

Responsibilities

• Lead onboarding for new conveyancing matters and open client files.
• Conduct ID verification and AML checks.
• Issue client care letters and onboarding documentation.
• Prepare initial contract packs and standard documents.
• Be the first point of contact for conveyancing enquiries.
• Coordinate with clients, agents, brokers, and third parties for information.
• Ensure compliance checks are completed before file progression.
• Maintain accurate records in case management systems.
• Support fee earners by preparing files for legal work.
• Monitor onboarding pipelines and follow up on outstanding docs.
• Assist with general admin duties in the conveyancing team.

Skills

Conveyancing

AML compliance

Client service

Organization

Tools

Microsoft Office

Case management systems

Job description

Job Title:

Conveyancing Onboarding Administrator

Location

Leigh on Sea

Job Type:

Full-time

Overview

We are seeking a detail-oriented and efficient Conveyancing Onboarding Administrator to join our clients property team. This role is responsible for managing the initial stages of the conveyancing process, ensuring all new matters are opened accurately, compliance checks are completed, and clients receive a smooth and professional onboarding experience.

Key Responsibilities

• Managing the onboarding process for new conveyancing matters, including:
• Opening new client files in line with firm and regulatory requirements
• Conducting ID verification and anti-money laundering (AML) checks
• Issuing client care letters and onboarding documentation
• Preparing initial contract packs and standard documentation
• Acting as the first point of contact for new conveyancing enquiries
• Liaising with clients, estate agents, brokers, and third parties to obtain required information
• Ensuring all compliance requirements are met prior to file progression
• Maintaining accurate and up-to-date records on case management systems
• Supporting fee earners by ensuring files are fully prepared for legal work to commence
• Monitoring onboarding pipelines and following up on outstanding documentation
• Assisting with general administrative duties within the conveyancing department

Key Requirements

• Previous experience within a conveyancing environment
• Understanding of the conveyancing process
• Familiarity with AML and compliance procedures
• Strong organisational skills with the ability to prioritise tasks effectively
• High level of accuracy and attention to detail
• Proficient in Microsoft Office and case management systems
• Excellent communication and client service skills
• Professional and client-focused approach
• Strong time management and ability to meet deadlinesAbility to work independently and as part of a team
• Problem-solving mindset and proactive attitude
• High level of confidentiality and integrity