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Post Completion and Onboarding Assistant, Liverpool
Client: McCormack Legal Recruitment
Location: Liverpool, United Kingdom
Job Category: Other
EU work permit required: Yes
Job Views: 3
Posted: 13.04.2025
Expiry Date: 28.05.2025
Job Description:
Job title: Property Client Support Team (New Matters)
Department: Property
Main Job Purpose: To provide a total support service to the fee earners in the property department to enable them to operate at optimum efficiency, including but not limited to the main responsibilities given below. A high degree of self-management and initiative is expected.
Duties and Responsibilities:
* Onboarding, Post Completion and Closure of Files
* Encourage and maintain a positive impression of our firm in all interactions with clients and new enquiries. When working on a matter, consider what information colleagues working on that same matter in future will need. Label and organise all screens and entries in the matter history for easy access.
* Administer the opening of client and matter files per the detailed procedures contained within the Office Procedures Manual and Guidance Manuals.
* Administer the closing of client matter files per the detailed procedures contained within the Office Procedures Manual, including checking the accounts ledger and informing the fee-earner of any credit or debit.
* Manage filing systems, including updating and monitoring fields on each computerised file.
* Manage initial client AML procedures and complete relevant parts of the Matter Risk Assessment on every newly opened file.
* Carry out duties set by the fee earner in a professional and friendly manner in keeping with the Practice’s standards for service.
* Handle administrative property related tasks such as registrations, requisitions, and making initial contact with third parties (e.g., estate agents, solicitors).
* Update and maintain records on external portals such as LMS, Lender Exchange, HTB portal and any other relevant portals.
* Attend to clients on the telephone and provide communication in a professional and friendly manner.
* Carry out all duties within a timely manner and adhere to any time restraints given, where practicable.
* Adhere to the requirements of the CQS Standards and accreditation.
* Undertake specific training when required, keeping to the timescale given and taking responsibility for own self-development.
* Ensure the confidentiality of all Practice and client documentation and information.
* Be flexible and assume new responsibilities as required.
* Promote the Practice when necessary.
* Maintain professional standards at all times.
* Provide support to other members of the Property Client Support Teams as required.
* Guide junior members of the team.
* Follow any procedures set by the Team Leader.
* Carry out any other duties and responsibilities that may be required by the Team Leaders, Directors, Head of Department or Chief Operating Officer.
Learning and Development:
* Take responsibility for all your own learning and development requirements.
* Complete all required training within designated timescales.
* Comply with relevant training requirements in conjunction with the Firm.
Business Development:
* Be active in promoting the services of the Practice and its image and ethos.
* Carry out any other duties and responsibilities that may be required by the Directors, Chief Operating Officer, Head of Department and Fee earners.
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