Transaction manager Work, Jobs in Bramley, Wyk (with Salaries)

Onboarding Coordinator
Eccles Heddon Solicitors Ltd —Ripon
- From £24,700 a year
- Full-time
- Sales
- Administrative experience
- Data entry
- Employee discount
- Bereavement leave
Quick apply
4d
Transaction Services Assistant Manager
Cooper Parry —Leeds
- Full-time
- Business development
- Project management
9d
Senior Manager – Monitoring Surveyor - Transaction Execution
Public Sector Resourcing —Leeds
- £59,631 - £79,464 a year
- Full-time
- Hybrid work
- No degree
- Communication skills
- Banking
3d
Senior Manager - Transaction Execution (Development Finance)
Public Sector Resourcing —Leeds
- £59,631 - £69,548 a year
- Full-time
- Contracts
- Communication skills
- Negotiation
3d
Funding Administrator (12 month FTC)
Zenith —Leeds
- £28,048.80 a year
- Microsoft Excel
- Sales
- Organisational skills
- Free parking
- Annual leave
11d
Assistant Manager
Loake Shoemakers —Leeds
- From £28,000 a year
- Full-time
- Customer service
- Supervising experience
- In-person
- Employee discount
Quick apply
5d
Accounts & Billing Assistant
Makin Dixon Solicitors Ltd —Bradford
- £12.71 an hour
- Part-time
- Microsoft Office
- Analysis skills
- Organisational skills
- Health & wellbeing programme
- Employee discount
Quick apply
Retail Team Leader
Travelex —Pudsey
- £28,860 a year
- Overtime
- Customer service
- Employee discount
Senior Expansion Manager UK
Fastned —Leeds
- Full-time
- Hybrid work
- Bachelor's degree
- Travel
- IT
Customer Support Manager
Solera —Leeds
- Full-time
- CRM software
- Customer service
- English
Quick apply
Insite Operations Support Manager
Rubix —Hyde Park and Woodhouse
- Full-time
- Microsoft Excel
- Customer service
- ERP systems
3d
Motor Trade Parts Advisor Nissan Wakefield
Cars 2 ltd —Wakefield
- Up to £27,805 a year
- Full-time
- Bilingual
- Microsoft Excel
- In-person
- Employee discount
Quick apply
Consumer Protection and Advertising Co-Ordinator
ASDA —Leeds
- Full-time
- Analysis skills
- Organisational skills
- In-person
- Store discount
- Annual leave
3d
Assistant Manager, Financial Due Diligence - M&A
Deloitte —Leeds
- Hybrid work
- Microsoft Excel
- Analysis skills
- Presentation skills
5d
People Partner - South Coast
ASDA —Leeds
- Full-time
- Human resources
- In-person
- Store discount
- Annual leave
5d
Advisory Consultant - Transaction Advisory
AECOM —Leeds
- Full-time
- Hybrid work
- Project management
- No degree
- Organisational skills
8d
Programme Advisory – Business Case & Funding Advisory (Defence Sector)
Turner & Townsend —Leeds
- Full-time
- Hybrid work
- Management
- Master's degree
- Business development
Quick apply
Planning and Enabling Manager
Homes England —Leeds
- £51,076 - £59,570 a year
- Full-time
- Hybrid work
- Project management
- Presentation skills
- SharePoint
- Annual leave
- Employee assistance programme
4d
Manufacturing Key Operative - Product Systems
Morrisons —Bradford
- Oracle
- Analysis skills
- Annual leave
- Employee discount
Quick apply
10d
Accounts Assistant
Clearview Services Group —Bradford
- £28,000 - £32,000 a year
- Full-time
- Microsoft Excel
- Accounting
- In-person
Quick apply
6d

I want to receive the latest job alerts for transaction manager in bramley, wyk

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

Onboarding Coordinator

Eccles Heddon Solicitors Ltd
Ripon

Quick apply

Job details

Permanent | Graduate | Full-time
From £24,700 a year
4 days ago

Benefits

Company pension
Employee discount
Bereavement leave

Qualifications

Sales
Administrative experience
Data entry
Organisational skills
Communication skills

Full job description

Overview

1. Act as the first point of contact for prospective residential property clients

2. Plays a key role in converting enquiries into instructed matters.

3. Providing accurate quotations, following up outstanding quotes, maintaining clear records on the quoting system,

and supporting a smooth start to the client journey.

4. Liaise with estate agents, promote the firm’s service confidently and professionally,

5. Assist with general administrative tasks relating to the Residential Property department.

Duties

1. Handle incoming enquiries from prospective residential property clients by telephone, email and other communication channels in a professional, friendly and efficient manner.

2. Build rapport by being enthusiastic and empathetic to enquirers, understanding that they are embarking on an exciting but life changing transaction.

3. Provide clear, accurate and timely quotations for residential property matters in line with the firm’s pricing structure and service standards and using the firm’s online quoting system.

4. Impart value as well as pricing to the prospective clients.

5. Explain the firm’s conveyancing service and onboarding process clearly, helping potential clients understand the benefits of instructing the firm.

6. Transfer clients to Fee Earners for further explanation if judged necessary to land the business.

7. Diarise ahead to actively follow up quotations issued, monitor responses and chase prospective clients appropriately to maximise conversion of enquiries into instructions.

8. Assess accurately the correct fee earner for the role and ensure that the client knows who this will be and what the next steps will be in the onboarding process before the matter is passed to the fee earner.

9. Maintain detailed, accurate and up-to-date notes on the quoting and case management system so that all interactions and next steps are clearly recorded.

10. Keep estate agents and other relevant introducers updated at appropriate stages to support strong working relationships and encourage effective communication.

11. Identify and always escalate more complex legal or technical enquiries to the appropriate fee earner or manager where necessary - ensure you do not give legal advice.

12. Support the opening of new matters by ensuring initial information is captured accurately and relevant onboarding steps are progressed promptly by using the Redbrick and Unity case management systems.

13. Deal with new matters through the ‘Quote’ stage on Redbrick and only transfer to the fee earning team once all of the steps are fully completed and the onboarding process is concluded.

14. Be able to pull reports on both the quote system and Redbrick and Unity to provide management information for the Head of Department, Partners and Practice Manager.

15. Understand and deal with electronic identification and verification of clients, which includes interpreting the results of the EID&V system in place and being able to ask for more documents if Enhanced Due Diligence is required.

16. Have a basic understanding of Anti-Money Laundering, Financial Crime, PEP and Sanctions issues and be able to communicate to clients why the firm needs to take steps to manage risk in these areas as appropriate with the firm’s policies and procedures.

17. Provide a high standard of client care at all times, ensuring that prospective and new clients receive a positive first impression of the firm.

18. If a client is unable to get through to their fee earner or their legal assistant at later stages of the matter, be able to answer basic questions about the progress of the matter and take messages to pass on to the fee earning team.

19. Deal with forwarding of enquiries from Lender Exchange and LMS to the fee earners and their assistants.

20. Assist with general administrative duties, including data entry, document preparation, diary management, filing, and other support tasks as required by the department.

21. Work closely with colleagues across the residential property team to ensure a smooth handover from initial enquiry to instructed matter.

22. Contribute to the continuous improvement of onboarding, enquiry handling and administrative processes.

23. Any other tasks as reasonably delegated by the qualified staff in the department, the Head of Department, the Partners, the Practice Manager or within the practice including providing cover for colleagues as and when necessary.

Experience

Previous experience in an administrative or support role is preferred.
Familiarity with Microsoft programmes is highly desirable.
Experience with data entry and maintaining accurate records.
Strong organisational skills with the ability to manage multiple tasks simultaneously.
Excellent communication skills, both written and verbal.
Knowledge of residential property practices and procedures will be beneficial.
Ability to work independently with minimal supervision while collaborating effectively within a team.
Sales experience would be beneficial.

Pay: From £24,700.00 per year

Benefits:

Bereavement leave
Company pension
Employee discount

Work Location: In person

Quick apply

Refine Your Search

transaction manager jobs in bramley, wyk

Onboarding Coordinator

Transaction Services Assistant Manager

Senior Manager – Monitoring Surveyor - Transaction Execution

Senior Manager - Transaction Execution (Development Finance)

Funding Administrator (12 month FTC)

Assistant Manager

Accounts & Billing Assistant

Retail Team Leader

Senior Expansion Manager UK

Customer Support Manager

Insite Operations Support Manager

Motor Trade Parts Advisor Nissan Wakefield

Consumer Protection and Advertising Co-Ordinator

Assistant Manager, Financial Due Diligence - M&A

People Partner - South Coast

Advisory Consultant - Transaction Advisory

Programme Advisory – Business Case & Funding Advisory (Defence Sector)

Planning and Enabling Manager

Manufacturing Key Operative - Product Systems

Accounts Assistant

I want to receive the latest job alerts for transaction manager in bramley, wyk

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected