Wealth Management Assistant

Tozers LLP; Shaldon; On-site; GBP 22,000 - 28,000; Full time

Job summary

A leading company in Wealth Management is seeking an Assistant in Shaldon. The role involves supporting a busy team with diary management, client interactions, and the preparation of legal documents. Ideal candidates will have strong attention to detail and excellent communication skills, with opportunities for professional growth.

Qualifications

• Experience in roles like legal secretary beneficial but open to various backgrounds.
• Candidate should have a can-do attitude and be well organized.
• Demonstrated initiative in previous positions is essential.

Responsibilities

• Diary management for lawyers and liaising with clients.
• Providing legal support with administrative tasks.
• Assisting in preparation of Wills, powers of attorney, and client meetings.

Skills

Attention to Detail

Communication Skills

Problem-Solving Skills

Job description

Tozers’ growing Wealth Management Team is looking for an Assistant to support them in the management of their busy and varied workloads in Teignmouth.

The team you will join specialise in the efficient and effective administration of estates, including multi-jurisdictional cases, as well as Wills and Lasting Powers of Attorney.

What you’ll be doing

We are now seeking an assistant who can support the team in delivering excellent service to our clients. 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 diary management for the lawyers you work to, contacting and liaising with clients and third parties by telephone and email, audio- and copy-typing, proof reading and updating dictated work. You may join lawyers in client meetings to take notes and produce a record of the meetings. You may assist with the preparation of draft Wills, powers of attorney and standard letters of advice to clients for review and amendment by the lawyers in your team. You will deal with payment requests and with requests to retrieve or store documents.

What we’re looking for

The successful candidate will provide professional, proactive support to members of the Tozers’ Wealth Management Team, enabling them to remain organised and to work efficiently and effectively. You will be supporting a number of fee earners each of whom focus on complex aspects of Private Client work. Working in this area will require focus and attention to detail.

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 will have a very high level of attention to detail and excellent communication skills. You will be confident in communicating with our clients and, under our lawyers’ direction, will be comfortable ensuring that clients have the information they need if our lawyers are engaged elsewhere.

What you’ll have

In such a busy team, experience of working in roles such as this would be beneficial. Nevertheless, we are open to candidates from a variety of backgrounds. 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.

You will be very well organised and will enjoy organising others. You will have a ‘can-do’ attitude and will be happy to adapt to the requirements of the tasks facing you. You will be able to take a calm and sympathetic approach to direct contact with clients and their families.

We are looking for a candidate who can demonstrate their initiative and problem-solving skills and how they have used these in your previous positions. Attention to detail, in all aspects of your work, is essential.

An ability to work closely with team members and a willingness to work as part of a team with the aim of achieving a common goal is essential.

You will also be able to balance a variety of responsibilities and be able to manage your time and workload efficiently. An aptitude for maintaining a calm approach to work within a busy working environment will be very helpful as will the ability to communicate effectively with both colleagues and clients.

What we have

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.

Our values; 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.