Conveyancing Onboarding Administrator

Job Title: Conveyancing Onboarding Administrator

Location Chelmsford

Salary: £25,000 - £30,000 (DOE)

Job Type: Full-time

Overview

We are seeking a detail-oriented and efficient Conveyancing Onboarding Administrator to join our 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 administrative experience within a legal or conveyancing environment (preferred)
• Understanding of the conveyancing process (desirable but not essential)
• 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

Benefits

• 22 days holiday increasing with service
• 2 & New Year - when office closes, in addition to statutory holidays
• 1 thank you day around birthday
• Death in Service
• Cycle to work

Skills & Competencies

• Professional and client-focused approach
• Strong time management and ability to meet deadlines
• Ability to work independently and as part of a team
• Problem-solving mindset and proactive attitude
• High level of confidentiality and integrity

How to Apply

To apply for this exclusive opportunity, please submit an up-to-date CV by clicking the Apply button, or contact me directly for a confidential discussion.

If you have not been contacted by A1 Personnel within two weeks of submitting your application, please assume that your CV has not been shortlisted on this occasion.

A1 Personnel is acting as a specialist recruitment consultancy in relation to this vacancy.