Conveyancing Secretary

Minimum requirements :

• Opening files on all matters and drafting initial letters independently;
• Liaising with clients, estate agents, banks, bond and cancellation attorneys, managing agents and homeowners associations as is required;
• Drafting, preparing, and uploading transfer documentation from instruction to registration (possibly sectional title transfers, conventional transfers, estate late transfers, subdivisions and consolidations);
• Managing financial aspects up to final accounts, including requesting guarantees, preparing pro forma accounts, reconciling figures, arranging payments and verifying banking details. Opening and closing investment accounts.
• Providing weekly progress reports to clients and agents;
• Managing FICA compliance requirements and ensuring documentation is obtained, uploaded and verified on eFIC system;
• Handling correspondent matters, including liaising with attorneys nationally, coordinating linked matters, reporting and maintaining ongoing correspondence between transferring and bond and cancellation attorneys;
• Sending Title Deeds to relevant parties and obtaining acknowledgements, Archiving and closing files in accordance with internal procedures;
• Liaising and coordinating with internal departments as required;
• Performing administrative tasks such as managing calendars, organising appointments, maintaining records, arranging courier and processing financial transactions related to property transfers;
• Ensuring service delivery standards are met for clients and referring partners;
• Should have experience working on Lexis Convey and possibly PM Pro.

Consultant : Mekayla Swart - Dante Personnel Cape Town