Wealth Management Assistant

Legal Southwest; Exeter; On-site; GBP 20,000 - 30,000; Full time

Job summary

A regional legal firm in Exeter is seeking an Administrative Assistant to provide essential support to the Wealth Management Team. The role involves managing client files, handling enquiries, and assisting lawyers with diary management. Ideal candidates should have strong organisational and communication skills, with an emphasis on client care. The firm offers a supportive environment focused on employee development and well-being.

Benefits

Investment in training and development

Focus on employee well-being

Qualifications

• Proven experience in a similar administrative role is advantageous.
• Ability to manage competing priorities effectively.
• Strong communication and interpersonal skills.

Responsibilities

• Provide administrative and organisational support to the Wealth Management Team.
• Manage client files and handle enquiries via phone and email.
• Assist with diary management for lawyers.

Skills

Organisational skills

Communication skills

Attention to detail

Problem-solving skills

Team spirit

Job description

What You03ll Be Doing

In this role, you will provide day-to-day administrative and organisational support. Responsibilities include:

• Opening, closing, and archiving client files.
• Audio- and copy-typing, proofreading, and updating dictated work.
• Handling client enquiries by phone and email.
• Producing documents and processing payments.
• Retrieving and storing deeds and documents in the strong room.
• Supporting lawyers with diary management and general administrative tasks.
• Assisting with initial new client enquiries.

The successful candidate will deliver proactive and professional support to the Wealth Management Team, helping them remain organised and efficient.

What You03ll Have

Our client prides themselves on delivering high levels of client care. As such, you will be confident communicating with clients, ensuring they feel supported and informed at all times.

Experience in a similar role would be advantageous, though applications are welcomed from a variety of backgrounds. You might be an experienced Wills, Trusts, and Probate Legal Secretary seeking a new challenge, or you may be at the start of your career, looking to build a rewarding path in legal administration.

Key skills and attributes include:

• Strong organisational skills and the ability to manage competing priorities.
• A proactive, adaptable, and positive “can-do” approach.
• Excellent attention to detail.
• Problem-solving skills and the initiative to work independently when required.
• A calm and empathetic approach when working directly with clients and their families.
• Team spirit, with the ability to collaborate and work towards shared goals.
• Strong communication skills and time management capabilities.

What We Offer

Our client believes their people are their most valuable asset. They are committed to supporting staff with the right balance of challenge and care, ensuring individuals reach their full potential. Investment in training and development, alongside a focus on wellbeing, underpins their commitment to high-quality work, healthy growth, and happy teams.

Please get in touch if you would like more information about this role or send your CV via the form below in complete confidence and we will get back to you.

If you would prefer to talk to us in the first instance, please get in touch

About Us Legal Southwest

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Legal Southwest will never, without exception, send out your CV without your prior knowledge or consent so please be assured that we treat every application with the utmost confidentiality.