Conveyancing Paralegal, Smokeball, Wanlo Experience

Role Overview

• Conduct conflict checks and open new matters in the practice management system
• Send engagement letters and fee estimates to new clients
• Complete AML/CFT verification, including identification, proof of address, and source of funds documentation
• Prepare legal documents from verbal and written instruction, including sale and purchase agreements, loan agreements, and company and trust minutes
• Draft correspondence and client communications as directed by partners and solicitors
• Manage commercial and residential conveyancing transactions from conditions through to settlement
• Advise on and track conditions including finance, LIM, builder's reports, and due diligence
• Negotiate amendments to agreements where required
• Collate instructions to confirm satisfaction or waiver of conditions, including finance and insurance cover
• Liaise with internal staff and third parties regarding condition status
• Prepare settlement statements and request mortgage instructions from lenders
• Arrange signing of loan and authority documents
• Coordinate with lenders and the vendor's solicitor to confirm settlement arrangements
• Conduct pre-settlement title searches and confirm funds are available in the trust account
• Notify clients and agents of successful settlement
• Issue reporting letters and final transaction documents to clients
• Complete trust account reconciliation
• Liaise with banks, insurance companies, Land Information New Zealand (LINZ), and local authorities on behalf of clients, partners, and solicitors
• Prepare client invoices and statements
• Maintain accurate file notes and ensure timely follow-up on outstanding matters
• Close completed files in accordance with firm procedures
• Complete company annual returns and resolutions
• Conduct title searches and manage LINZ registrations
• Carry out any other tasks delegated by the Partners from time to time

Requirements

• Minimum 2 years of experience in a conveyancing or property law environment, preferably within New Zealand
• Solid working knowledge of the New Zealand conveyancing process, including LINZ dealings and e-dealing platforms
• Experience with AML/CFT compliance procedures
• Proficient in Microsoft Word (advanced), Outlook (advanced), and Excel (intermediate), with familiarity with legal practice management software
• Strong attention to detail with the ability to manage multiple files and deadlines simultaneously
• Excellent written and verbal communication skills, with a professional and client-friendly manner
• Ability to take clear instruction from partners, solicitors, and clients and act on it independently
• A legal studies qualification or equivalent hands-on experience is preferred