Private Client Wealth Assistant

Tozers; Shaldon; On-site; GBP 23,000 - 28,000; Full time

Benefits offered by this job

Real Living Wage

Job summary

Tozers LLP, a leading firm of solicitors with offices in Exeter, Teignmouth and Newton Abbot, is seeking a Wealth Management Assistant in Teignmouth. The role is fully office based, 36.25 hours per week, and offered on a permanent, full-time basis.

You will provide professional support to the Wealth Management Team: diary management, client contact by phone and email, typing, proofreading and notes from meetings. You may assist with draft Wills and Powers of Attorney and related correspondence.

Qualifications

• Efficient diary management and organisational skills required.
• Strong written and verbal communication with clients and colleagues.
• High attention to detail and accuracy in administration.
• Ability to work in a busy team and support fee earners.

Responsibilities

• Diary management for the lawyers you work for.
• Contact clients and third parties by phone and email.
• Audio- and copy-typing, proofreading and updating dictated work.
• Attend client meetings to take notes and prepare records.
• Assist with draft Wills, powers of attorney and standard letters of advice.
• Handle payment requests and retrieve/store documents.

Skills

Diary management

Client liaison

Attention to detail

Team player

Communication skills

Job description

Tozers LLP, a leading firm of solicitors with offices in Exeter, Teignmouth and Newton Abbot, is seeking a Wealth Management Assistant in Teignmouth. The role is fully office based, 36.25 hours per week, and offered on a permanent, full-time basis.

You will provide professional support to the Wealth Management Team: diary management, client contact by phone and email, typing, proofreading and notes from meetings. You may assist with draft Wills and Powers of Attorney and related correspondence.