A Day in the Life of Kate Healey: Legal Secretary

 

A Day in the Life of Kate Healey: Legal Secretary

This week (20th-24th March 2023) marks the first-ever National Conveyancing Week in the UK. With that, Bookers & Bolton are giving you an insight into a typical day for each of our conveyancing staff. 

I am lucky that I literally live 10 minutes walk from the office, so very handy and local!

The first thing I usually do once I arrive at the office is to open my emails to check whether we have received any instructions or queries from our clients and any leads sent from the Estate Agents. 

My main responsibility is preparing initial quotes, liaising with potential clients and assisting with queries through to successful instruction.  

What do you enjoy most about your job?

I enjoy speaking to clients and try to make the beginning and ongoing process as stress-free as possible. 

I talk with our clients and let them know that Bookers & Bolton have an app they can download to keep track of every key stage of the conveyancing journey.

We have an excellent onboarding system so that all our paperwork can be sent out electronically, and our clients can complete and submit their paperwork to us and carry out the verification of identity and AML checks online.

Not all clients like to have their paperwork sent electronically, so they are always given the option of it either being sent to them by email, by post, or if they are local, collected from the office.

What are the benefits of being office based?

As I am based at the office, I am always on hand if clients do pop in to discuss their matter or drop off any documents and go through any concerns they may have.

I also deal with day-to-day phone calls and queries, liaising with clients, agents and other Solicitors and assisting with reviewing the files and updating information where necessary.

I believe I contribute to the overall efficiency of the property department to free up time for the fee earners so that they can focus on the legal and technical requirements of the conveyancing process.

Working in the property department can be challenging and stressful, so I make sure I take a break for lunch, either by going for a walk or sitting in the office garden (weather permitting), which we are very lucky to have in the middle of the town!

I love my job and enjoy the challenges it brings; I feel so lucky to work with such a great, supportive team.

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