Wealth Management Assistant

4 weeks ago

Exeter England, United Kingdom Avocet Commercial Careers Full time
Avocet Commercial Careers

Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match.

is delighted to present an exciting opportunity for an ambitious individual to join a reputable law firm as a Wealth Management Assistant.

This full-time, permanent role offers the chance to contribute to the success of a dynamic team, supporting their efforts in delivering exceptional service to clients in Exeter.

Wealth Management Assistant Responsibilities:

Provide professional and proactive support to the Wealth Management Team
Enable the team to remain organised and work efficiently and effectively
Offer legal support to fee earners through administrative tasks and simple tasks on ongoing matters
Responsibilities include opening, closing, and archiving client files, audio and copy typing, proofreading, updating dictated work, handling client inquiries, processing payments, and document production (including assistance with Wills and Lasting Powers of Attorney)
Assist with retrieving or storing documents, diary management, and general administrative responsibilities

Wealth Management Assistant Requirements:

Commitment to delivering exceptional client care
Confidence in communicating with clients and providing necessary information
Organised and adaptable approach to work
Ability to take a calm and sympathetic approach when interacting with clients and their families
Demonstration of initiative and problem-solving skills
Attention to detail in all aspects of work
Ability to work closely within a team and contribute to achieving common goals
Time management and workload prioritization skills
Aptitude for maintaining a calm approach in a busy working environment
Effective communication with colleagues and clients

Benefits

Competitive salary and comprehensive benefits package
Flexible and hybrid working options (role-dependent)
Paid volunteering leave
Reduced costs for legal services
Enhanced maternity and paternity leave
Pension and medical care plans, including eyecare vouchers
Regular social events
Season ticket loan scheme
Cycle to work scheme and travel loans

If you are a motivated and client-focused individual seeking an opportunity to contribute to the success of a dynamic Wealth Management Team, we encourage you to apply for this Wealth Management Assistant role with Dani at

Avocet Commercial Careers .

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