Financial secretary Work, Jobs in Cardiff, Wls (with Salaries)

Legal Secretary - Residential Property
Mallory Pryce —Cardiff
- Hybrid work
- Microsoft Office
- Administrative experience
- Communication skills
Quick apply

Check out these similar jobs

Based on your search for financial secretary jobs.

Legal Secretary - Residential Property
Mallory Pryce —Cardiff
Good understanding of residential property processes and common transaction stages (sales, purchases, remortgages, transfers of equity and leasehold matters).
Quick apply
Legal Secretary
UK Property Lawyers —Bream
Assisting with *exchange of contracts* and *completion* of residential property transactions. Positive attitude with a willingness to learn and develop.
£25,400 - £30,000 a year
Quick apply
10d

I want to receive the latest job alerts for financial secretary in cardiff, wls

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial secretary jobs near cardiff, wls

Legal Secretary jobs in Cardiff

Legal Secretary jobs in Northern Ireland

In House Legal jobs in Glasgow

Legal Secretary jobs in Richmond Upon Thames

Legal Secretary jobs in Redditch

Legal jobs in Derby

Legal Secretary jobs in Woking

Legal Billing jobs in London

Legal Secretary - Residential Property

Mallory Pryce
Cardiff

Quick apply

Job details

Qualifications

Microsoft Office
Administrative experience
Document management systems
Communication skills

Full job description

We are seeking an experienced Legal Secretary to join our client's busy residential property team. The successful candidate will provide high-quality secretarial and administrative support to fee earners, assist with the efficient progression of conveyancing matters and deliver excellent client service. This role offers exposure to a wide range of residential property work, opportunities for professional development and may offer hybrid working arrangements depending on team needs.

Key responsibilities:

Provide comprehensive secretarial support to solicitors and conveyancers, including typing and formatting correspondence, legal documents, contracts and forms to firm standards and precedents.
Open and maintain electronic case files, ensuring accurate file naming, clear case notes, key milestone recording and adherence to document management procedures.
Manage incoming and outgoing post, email and telephone enquiries, responding where appropriate and directing complex or time-sensitive matters to fee earners promptly.
Schedule appointments, manage diaries and co-ordinate meetings with clients, estate agents, surveyors, lenders and other third parties to support timely progression of matters.
Prepare and check standard documentation such as client engagement letters, id forms, SDLT return drafts, completion statements, transfer deeds and contract packs under the supervision of fee earners.
Assist with client identity checks and anti‑money laundering (AML) compliance by gathering required documentation, maintaining audit trails and ensuring files are audit-ready in line with firm policy.
Process routine financial transactions in client accounts as instructed, prepare disbursement requests and support billing and file closure activities following firm procedures.
Liaise proactively with clients and external contacts (estate agents, mortgage brokers, lenders, HM Land Registry) to obtain necessary documentation, chase outstanding information and keep clients informed of progress.
Prioritise workload effectively across multiple matters, ensuring deadlines are met and fee earners are kept informed of outstanding actions and timescales.
Contribute to team efficiency by suggesting improvements to templates, checklists and workflows, and support the introduction of conveyancing systems and technology.
Provide support and mentoring to junior administrative staff where required, sharing knowledge of procedures and assisting with training and induction activities.

Key skills and experience required:

Previous experience as a legal secretary or legal assistant within a conveyancing or residential property team in a law firm or conveyancing practice.
Good understanding of residential property processes and common transaction stages (sales, purchases, remortgages, transfers of equity and leasehold matters).
Familiarity with AML and client identification requirements and experience maintaining audit-ready files and compliance documentation.
Highly organised with excellent attention to detail and the ability to manage competing priorities and deadlines across a varied caseload.
Excellent written and verbal communication skills, with a professional manner when liaising with clients, fee earners and third parties.
Proficient user of Microsoft Office, document management systems and case management software; willingness to learn new systems and adapt to process improvements.
Proactive and able to work both independently and as part of a team.

Quick apply

Refine Your Search

financial secretary jobs in cardiff, wls

Legal Secretary - Residential Property

Check out these similar jobs

I want to receive the latest job alerts for financial secretary in cardiff, wls

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected