Wealth Management Assistant (1084)

Ref: 1084

Our client, a forward-thinking and well-respected Law firm is looking to recruit a Wealth Management Assistant to join their Exeter firm on a full-time, permanent basis. You will be dealing with the overall administration of client files, and dealing with client enquiries. You will be an experienced Wills, Trust and Probate Legal Secretary on the lookout for a new challenge.


What will you be doing as a Wealth Management Assistant?

  • Engaging in the administration of client files including opening, closing, archiving, audio-and copy-typing and proof-reading.
  • Dealing with client enquiries over email or telephone.
  • Undertaking document and payment production.
  • Dealing with retrieval requests or store documents such as deeds, and assisting lawyers generally with administrative responsibilities.


Skills/Qualifications of a Wealth Management Assistant:

  • You will be an experienced Wills, Trust and Probate Legal Secretary who is looking for a new challenge.
  • You may have recently completed your academic studies at the start of your career, and you are looking to build a challenging and rewarding career.
  • You will be highly organised with a proactive attitude, and you will be happy to adapt to task requirements.
  • A calm and sympathetic approach to clients and their families is essential.
  • You will have excellent problem-solving skills.
  • You will work well as part of a team.


The Benefits:

  • Option for Flexible working
  • 25 days holiday + bank holidays and option to buy or sell up to 5 days holiday.
  • Access to a Company Pension scheme.
  • Enhanced maternity and paternity pay.
  • Reduced costs of Legal Services


Recruitment Consultant: Sophia Damshenas

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