Property Paralegal

Description:

Property Paralegal

LOCATION: Wallingford/Oxford/Hybrid

HOURS OF WORK: 35 hours

ACCOUNTABILITY: Property Team Leader and the Board

EMPLOYMENT STATUS: Permanent contract

MAIN PURPOSE OF THE ROLE

The primary role of the Paralegal is to provide direct support to Fee Earners undertaking any administrative and basic legal activities as guided by the Fee Earner to enable Fee Earners to achieve optimum efficiency. This will include but will not be limited to the main responsibilities given below. The property paralegal is expected to use a high degree of self-management and initiative.

ESSENTIAL CHARACTERISTICS

● Excellent IT skills

● Extremely reliable

● Passion for delivering a high quality administrative and secretarial service

● Excellent attention to detail

● Great team working and keenness to help colleagues

● Excellent organisational and time management

● Confident to communicate with clients

KEY TASKS

Ensure Fee Earners are kept as productive as possible by removing all administrative and legal functions for property transactions. This will also include but is not limited to:

• Provide quotes and estimates.
• Generating Client Care letters to clients issuing contract packs raising standard enquiries.
• Conduct file opening, anti money laundering procedures, file maintenance and file closure and archiving.
• Supporting the fee earners in client relationships, getting to know clients, maintaining accurate data (addresses, contacts, CRM) and providing regular reporting to clients provide exceptional service levels.
• Prepare and manage correspondence, documents and associate filing.
• Prepare SDLT forms and Land Registry applications in conjunction with his/her team members.
• Make appointments, arrange meetings and maintain an up-to-date diary for his/her team members.
• Prepare completion statements and deal with accounts transfers and payments.
• Deal with completion formalities after exchange of contracts.
• Provide support to all team members as required.
• Undertake any specific training when required to do so.
• Ensure the confidentiality of all the firm’s and clients’ documentation and information.
• Prepare client invoices and financial statements.
• Complete forms for accounts transactions including CHAPS payments and preparation of bills.