Conveyancing Legal Secretary

Conveyancing Legal Secretary Job Description Template

Our company is looking for a Conveyancing Legal Secretary to join our team.


  • Attending to clients in person and on the phone taking messages and assisting where appropriate;
  • Managing file opening, closure and archiving;
  • Assisting with paperwork and completion processes;
  • Accurate production of correspondence and documentation including through the use of digital dictation;
  • Completing accounts paperwork;
  • Photocopying, scanning, faxing, printing, filing and other general administrative tasks;
  • Undertake file closure activity ensuring balances are appropriately actioned and client confirmation is issued;
  • Produce draft letters and emails to send clients and external organisations;
  • Prepare mail and enclosures for dispatch;
  • Opening, closing and retrieval of client files;
  • Providing quotes to prospective clients using our online quote tool;
  • General secretarial duties such as booking appointments, rooms and pool cars etc;
  • Issue the client care letter via email or post;
  • Answer telephone and take messages;
  • audio/copy typing of letters and forms/documents,


  • Confidence with IT systems to include Microsoft Word, Excel and ideally PowerPoint;
  • Fast and accurate audio typing skills;
  • Previous experience working in conveyancing;
  • Experience of a case management system;
  • Good understanding of the conveyancing process with clear demonstrable experience as a conveyancing secretary or conveyancing executive/assistant;
  • Competent user of Word, Outlook and Excel;
  • Excellent audio typing skills;
  • Computer skills – good working knowledge of MS office;
  • Previous experience as a Legal Secretary is essential;
  • Good interpersonal skills on the telephone and face to face;
  • Good organisational skills;
  • Good accurate typing skills;
  • Proven ability to manage time, meet deadlines and prioritise;
  • Communicate effectively with others, both verbally and in writing;
  • Excellent written and verbal communication skills.