Wealth Management Assistant – Graduates Welcome

Wealth Management Assistant – Graduates Welcome
Exeter, Devon

About Us

With offices in Exeter, Teignmouth and Newton Abbot, Tozers Solicitors LLP is looking for an enthusiastic Wealth Management Assistant to join our team working from our Exeter office.

With 26 partners and 140 staff across our offices, we offer unrivalled legal services to businesses and individuals, both locally and nationally.

The Benefits

- Competitive salary DOE
- Pension
- Travel loan scheme
- Charity and social responsibility scheme
- 23 days’ holiday pro rata
- Extra holiday at Christmas

This is the perfect opportunity for a graduate or someone with previous experience as a wealth management legal secretary to kickstart or further their career with our highly prestigious law firm and expand their skillset.

We prioritise the professional development of our staff and, as such, offer extensive training opportunities to enable you to grow and make a success of your role and empowering you to build a fantastic career.

What’s more, we acknowledge the importance of your happiness in your role and how vital it is for your success. You will thrive having discovered a warm and welcoming staff who will provide ongoing support as well as a work environment in which you will be and feel valued.

So, if you are looking to propel forward your career with the first choice of regional law firm for people and businesses in the South West and national experts in our specialist sectors, look no further than this role!

The Role

As a Wealth Management Assistant, you will provide administrative support to the Wealth Management team, enabling them to remain organised and to work effectively.

Managing emailed and telephone client enquiries, you will communicate with clients in a confident, polite manner, providing the information they require and resolving any queries.

Additionally, you will co-ordinate and produce client documentation and will be responsible for opening, closing and archiving client files, as well as proofreading and updating dictated work.

About You

To be a Wealth Management Assistant, you will need:

- Experience as a wealth management legal secretary and/or a degree
- Excellent organisational, prioritisation and problem-solving skills
- A ‘can-do attitude’
- An adaptable approach
- The ability to work on your own initiative and as part of a team

Other organisations may call this role Administrator, Legal Assistant, Graduate Paralegal, Graduate Legal Secretary, or 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 want to propel your career with our prestigious company 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