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- Secretary 111- Conveyancing Bonds
Secretary 111- Conveyancing Bonds
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Essential Skills and Qualifications:
- Downloading instructions from banks, updating of conveyancing systems, perusal and interpretation of applicable conditions;
- Performing and interpreting person – and property searches;
- Opening of files and preparation of statements of account;
- Contacting clients, preparation of initial correspondence to clients and transferring attorneys;
- Keeping and maintaining a proper diary system of all current matters;
- Preparing of loan and bond documents accurately and independently for signature by clients;
- Preparing of compliance packs for submission to and approval by the bank via Stordoc;
- Preparing documents for lodgement and ensuring all conditions are met and processes followed in order for matters to be registered successfully at the relevant deeds registry;
- Preparation and sending of weekly reports to clients, banks and linked attorneys;
- Attending to all financial aspects of transactions, including collection of costs/disbursements from clients and attending to general accounting queries;
- Finalising of files, including following up and delivering of security documents to banks.
Duties and responsibilities include but is not limited to:
- Downloading instructions from banks, updating of conveyancing systems, perusal and interpretation of applicable conditions;
- Performing and interpreting person – and property searches;
- Opening of files and preparation of statements of account;
- Contacting clients, preparation of initial correspondence to clients and transferring attorneys;
- Keeping and maintaining a proper diary system of all current matters;
- Preparing of loan and bond documents accurately and independently for signature by clients;
- Preparing of compliance packs for submission to and approval by the bank via Stordoc;
- Preparing documents for lodgement and ensuring all conditions are met and processes followed in order for matters to be registered successfully at the relevant deeds registry;
- Preparation and sending of weekly reports to clients, banks and linked attorneys;
- Attending to all financial aspects of transactions, including collection of costs/disbursements from clients and attending to general accounting queries;
- Finalising of files, including following up and delivering of security documents to banks.
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