Legal Assistant, Lending, Guildford Guildford, England
Job description
The Firm
Established in 1799, TWM Solicitors LLP is a leading South East law firm with approximately 220 people in 7 offices across Surrey and London.
We are a full service firm - for private clients we are renowned for family law, residential property, tax planning, trusts, wealth management and wills and probate. For business clients we have teams dealing with the full range of corporate and commercial law, dispute resolution, employment and commercial property.
Overview of the Vacancy
The prime role of the Assistant is to provide comprehensive file support to the team and within the micro team within which they work. These micro teams are specifically OnBoarding (taking new clients on), Completions (arranging for funds to be paid out by Lender clients to the Borrowers) and Post Completion (ensuring all transactions are recorded with the relevant government body, and then tracking and presenting deeds to the Lender clients)).
This will include but will not be limited to the main responsibilities given below. The Assistant is expected to use a high degree of self management and initiative.
Key tasks, duties and quality standards
- Prepare (with direction) correspondence, documents and statements of account.
- Support and promote the efficient and constant use of the Lending Department, OnTrack platform.
- Assist with the opening, closing, storage and retrieval of client files.
- Ensuring team compliance with internal procedures and processes for files including audits of client ID and other matters.
- Provide support to clients in a professional and friendly manner in keeping with the firm’s standards for client care, this will include updating clients or third parties as directed, and managing overflow incoming telephone enquiries.
- Undertake any specific training when required to do so and overall to have a responsibility towards self-development.
- Ensure the confidentiality of all the Firm’s and clients’ documentation and information.
Typically (but not exclusively) at Client Onboarding level: Liaising with new clients and third parties to issue, assist with and conclude opening correspondence and questionnaires including AML/KYC requirements and facial recognition responses.
Typically (but not exclusively) at Completion level: Liaising with fee earners to satisfy lender conditions to facilitate the release of funds; arranging the calculation of redemptions statements and distributing funds to Borrowers.
Typically (but not exclusively) at Completion and Post Completion level: Dealing with Land Registry, HMRC, and Companies House registration, and post completion formalities.
- To generally assist the fee earners and paralegals or undertake other duties as from time to time required
This job description is non exhaustive and the Firm reserves the right to vary the duties and responsibilities of the post holder at any time according to the needs of the Firm’s business.
Person Specification
Qualifications: Equivalent of: 5 GCSEs grade A-C (minimum)
Essential personal qualities and attributes
- Basic/intermediate advanced IT skills in relevant packages
- Good accuracy levels
- Attention to detail
- Good communication skills with clients on telephone and personally
- Provision of customer care
- Demonstrates a pro-active approach to work and clients
- A preparedness to take on other tasks as required by fee earner(s)
- Demonstrates ability and willingness to work to occasional deadlines, to to cope under occasional pressure, prioritise work-loads effectively and work as part of a team
- Demonstrates a genuine interest in legal work
- Has a good attendance record year on year
- Demonstrates a positive attitude
Desirable skills, knowledge and abilities
A retail or administrative background would be an advantage
Benefits Package
- 37 hour working week
- 25 days holiday plus bank holidays
- Private Medical Cover
- Contributory pension scheme (5% from employer, 3% from employee)
- Life assurance: 4 x annual salary
- Annual bonus scheme (payable in November)
- Employee Assistance Programme
- Travel to Work loan scheme
- Cycle to Work Scheme
- Career Development Plans
- Study Support
If you are interested, please send your CV and covering letter
TWM Solicitors (www.twmsolicitors.com) is an Equal Opportunities Employer.
No agencies please
Job Types: Full-time, Permanent
Salary: Up to £23,000.00 per year
Benefits:
- Company events
- Company pension
- Cycle to work scheme
- Life insurance
- Private medical insurance
Schedule:
- Monday to Friday
Supplemental pay types:
- Performance bonus
Ability to commute/relocate:
- Guildford GU1 4RD: reliably commute or plan to relocate before starting work (required)
Experience:
- administrative or retail: 1 year (required)
Work Location: In person
Reference ID: #GL18
