Back to search
This full-time, permanent role offers the chance to contribute to the success of a dynamic team, supporting their efforts in delivering exceptional service to clients in Exeter.
Wealth Management Assistant Responsibilities:- Provide professional and proactive support to the Wealth Management Team
- Enable the team to remain organised and work efficiently and effectively
- Offer legal support to fee earners through administrative tasks and simple tasks on ongoing matters
- Responsibilities include opening, closing, and archiving client files, audio and copy typing, proofreading, updating dictated work, handling client inquiries, processing payments, and document production (including assistance with Wills and Lasting Powers of Attorney)
- Assist with retrieving or storing documents, diary management, and general administrative responsibilities
- Commitment to delivering exceptional client care
- Confidence in communicating with clients and providing necessary information
- Organised and adaptable approach to work
- Ability to take a calm and sympathetic approach when interacting with clients and their families
- Demonstration of initiative and problem-solving skills
- Attention to detail in all aspects of work
- Ability to work closely within a team and contribute to achieving common goals
- Time management and workload prioritization skills
- Aptitude for maintaining a calm approach in a busy working environment
- Effective communication with colleagues and clients
- Competitive salary and comprehensive benefits package
- Flexible and hybrid working options (role-dependent)
- Paid volunteering leave
- Reduced costs for legal services
- Enhanced maternity and paternity leave
- Pension and medical care plans, including eyecare vouchers
- Regular social events
- Season ticket loan scheme
- Cycle to work scheme and travel loans
If you are a motivated and client-focused individual seeking an opportunity to contribute to the success of a dynamic Wealth Management Team, we encourage you to apply for this Wealth Management Assistant role with Dani at Avocet Commercial Careers .
