Legal Assistant - Private Wealth

Trowers; Exeter; Hybrid; GBP 23,000 - 29,000; Full time

Benefits offered by this job

Annual bonus

Pension (GPP Aviva)

Private medical insurance

Gym discounts

Health assessments

Job summary

Trowers & Hamlins seeks a Legal Assistant to join its Private Wealth team in Exeter. The role supports Partners, fee earners and PAs, helping to manage matters efficiently and deliver excellent client service.

The role involves onboarding new matters, file management, document preparation, DocuSign, deeds management and producing reports. A proactive, organised individual with strong communication is ideal.

Qualifications

• Previous administrative experience is essential.
• Strong organisational skills and attention to detail.
• Excellent written and verbal communication skills.
• Good working knowledge of Microsoft Office.
• Proactive, adaptable and able to use initiative.
• Committed to delivering excellent service and working collaboratively.

Responsibilities

• Open new matters and support client onboarding processes.
• Manage electronic files and document management systems.
• Prepare and format legal documents and PDFs.
• Assist with DocuSign, deeds management and document bundles.
• Produce reports and provide general administrative support.
• Liaise with clients, third parties and internal teams.

Skills

Microsoft Office

Job description

Legal Assistant - Private Wealth

Department: Private Wealth

Employment Type: Permanent - Full Time

Location: Exeter

Description

An exciting opportunity has arisen for a Legal Assistant to join the Private Wealth team in Exeter. This role is ideal for an organised and proactive individual with strong administrative skills who enjoys supporting a busy team and delivering an excellent client experience.

The Role

Working closely with Partners, fee earners and PAs, the successful candidate will provide administrative support to help ensure matters are managed efficiently and effectively.

• Open new matters and support client onboarding processes.
• Manage electronic files and document management systems.
• Prepare and format legal documents and PDFs.
• Assist with DocuSign, deeds management and document bundles.
• Produce reports and provide general administrative support.
• Liaise with clients, third parties and internal teams.

The Candidate

The ideal candidate will be highly organised, detail-oriented and able to manage a varied workload within a professional environment.

• Previous administrative experience is essential.
• Strong organisational skills and attention to detail.
• Excellent written and verbal communication skills.
• Good working knowledge of Microsoft Office.
• Proactive, adaptable and able to use initiative.
• Committed to delivering excellent service and working collaboratively.

Benefits

Our benefits include, an annual bonus scheme, GPP Pension Scheme with Aviva. We also offer Private Medical Insurance, (currently with Vitality Health) upon joining the firm, which include discounted gym memberships, free cinema tickets, health assessments and much more.

Trowers & Hamlins is an equal opportunities employer and values equity, diversity and inclusion. All applications will be considered on merit and the applicant's suitability to meet the requirements of the role and will be treated equally irrespective of Ethnicity, Gender (including Trans and non-binary) Race, Disability, Religion and sexual orientation.

As part of our firm recruitment policy our candidates are subject to employment screening background checks. These checks include personal details, education and employment history, professional qualifications and credit and criminal checks as appropriate.