Wealth Management Assistant

Wealth Management Assistant
Exeter, Devon
About Us
With offices in Exeter, Teignmouth and Newton Abbot, Tozers Solicitors LLP is looking for a Wealth Management Assistant to join their team working from their Exeter office on a full-time, permanent basis.
With 30 partners and 190 staff across our offices, we offer unrivalled legal services to businesses and individuals, both locally and nationally.
The Benefits
- Competitive salary
- 25 days’ holiday, plus bank holidays, with the option to buy or sell up to five days
- Pension
- Travel loan scheme
- Charity and social responsibility scheme
- Extra holiday at Christmas
- Flexible and hybrid working options
This is the perfect opportunity for an enthusiastic individual with fantastic interpersonal skills to develop a career with our brilliant firm.
As one of the South West’s top ranked law firms, we can offer you an exceptional environment in which to grow and enhance your career including an organisational focus on development and training. We will provide you a clear path to grow your skill set and achieve your professional goals.
So, if you’re looking for a bright career with a warm, welcoming team, who champion inclusivity and reward hard work, then this is the perfect position for you!
The Role
As a Wealth Management Assistant, you will undertake a variety of admin duties to support the efficient running of the Wealth Management Team.
Delivering an excellent service to our clients, you will enable our team to remain organised and to work efficiently and effectively, providing administrative legal support to the fee earners.
Your role will involve:
- Opening, closing and archiving client files
- Undertaking audio- and copy-typing
- Proofreading and updating dictated work
- Dealing with emails or telephone client enquires
- Payment and document production
- Dealing with requests to retrieve or store documents
About You
To be considered as a Legal Assistant, you will need:
- Organisational skills
- Confidence in directly contacting clients and their families
- Initiative and problem-solving skills
Other organisations might call this role Office Assistant, Trainee Legal Administrator, Trainee Legal Secretary, Trainee Paralegal, Trainee Legal Secretary, or Junior Legal Secretary.
Webrecruit and Tozers Solicitors LLP are equal opportunities employers, value diversity and are strongly committed to providing equal employment opportunities for all employees and all applicants for employment. Equal opportunities are the only acceptable way to conduct business and we believe that the more inclusive our environments are, the better our work will be.
So, if you’re looking to develop your skill set as a Wealth Management Assistant, please apply via the button shown. This vacancy is being advertised by Webrecruit. The services advertised by Webrecruit are those of an Employment Agency.