Data Management Assistant

4 weeks ago


Exeter Devon, United Kingdom Tozers LLP Full time

Tozers’ growing Wealth Management Team is looking for an Assistant to support them in the management of their busy and varied workloads in Exeter. You will be working as part of a team that deals with later life planning, such as Wills, Probate, as well as with Vulnerable Clients on matters such as deputyship and attorneyship creation and administration.
The successful candidate will provide professional, proactive support to the team enabling them to remain organised and to work efficiently and effectively.
You will be providing legal support to the fee earners with both administrative tasks and simple tasks on ongoing matters.
Your standard responsibilities will include opening, closing and archiving client files, audio- and copy-typing, proof reading and updating dictated work, dealing with emailed or telephone client enquires, payment and document production to include assistance with the production of Wills and Lasting Powers of Attorney. You will also deal with requests to retrieve or store documents and will assist our lawyers generally with administrative responsibilities including diary management.
We pride ourselves on the high levels of client care that we give and anyone joining the Wealth Management Team will have our clients’ needs at the heart of everything they do. You may be an experienced Wills, Trust and Probate Legal Secretary looking for the next challenge or you may have recently completed your academic studies and at the start of your career looking to build a challenging and rewarding career.
We believe that our people are our most important asset, and are committed to supporting our teams, cultivating a healthy culture of challenge and expectation with support and care. We invest in our teams and our infrastructure to ensure that we attract and retain talented staff and are committed to giving all colleagues the opportunity to reach their full potential, with a real focus on training and development.
high quality work, healthy growth and happy teams are at the heart of everything we do. Find out more about our vision and values, commitment to colleague wellbeing, and colleague benefits below.
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