Onboarding Clerk – Conveyancing Department
Position: Onboarding Clerk
Department: Conveyancing
Location: In person – Offices in Caerphilly
Contract: Full-time/Part-time Permanent
Salary: Meets National Wage Requirements
About Us
We are a well established and forward thinking solicitors firm, committed to delivering exceptional client service and high quality legal work. Our Conveyancing Department is seeking an organised, proactive, and client focused Onboarding Clerk to join our growing team. This is an excellent opportunity for someone looking to build or develop a career within the legal sector, particularly in property law.
Role Overview
As an Onboarding Clerk, you will be the first point of contact for new conveyancing clients. Your responsibilities will focus on ensuring a smooth, professional, and compliant onboarding process. You will work closely with our fee earners, support staff, and clients to gather essential information, ensure regulatory requirements are met, and help set up each file for successful progression.
Key Responsibilities
- Managing incoming new client enquiries and providing clear guidance on the onboarding process.
- Preparing and issuing initial documentation, including client care packs and terms of engagement.
- Conducting ID verification checks and ensuring compliance with AML (Anti Money Laundering) regulations.
- Obtaining essential property details, client information, and supporting documentation.
- Opening and setting up new conveyancing files accurately and efficiently on the case management system.
- Communicating with estate agents, brokers, and other third parties where required.
- Maintaining accurate records and ensuring all onboarding actions are completed promptly.
- Supporting the wider Conveyancing Department with administrative tasks as needed.
Skills & Experience Required
- Previous experience in a legal, property, or administrative role is desirable but not essential.
- Strong organisational skills and excellent attention to detail.
- Confident communication skills, both written and verbal.
- Ability to work in a fast paced environment and manage multiple tasks.
- Familiarity with conveyancing processes or legal compliance (e.g., AML) is an advantage.
- Proficient in Microsoft Office and comfortable learning new systems.
- A positive, professional, and client focused attitude.
What We Offer
- A supportive and friendly working environment.
- Opportunities for training and career progression within the firm.
- Competitive salary.
- Modern office facilities.
How to Apply
Please send your CV and a covering letter to our Office Manager, Maria Hurd – accounts@evansandgreaves.co.uk, quoting Onboarding Clerk Application in the subject line. Applications will be reviewed on a rolling basis.
