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Wealth Management Assistant

Wealth Management Team

 

HOURS

Full time or part time

CONTRACT

Permanent

TEAM

Wealth Management

LOCATION

Exeter, Devon

DEADLINE

10th December 2021

 

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

What you’ll be doing

Your standard responsibilities will include opening, closing and archiving client files, audio- and copy-typing, proof reading and updating dictated work, dealing with emailed or telephone client enquires, document production; dealing with requests to retrieve or store documents such as deeds in the strong room and assisting lawyers generally with administrative responsibilities. 

What we’re looking for

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 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

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. 

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.

Our employee benefits     Our vision and values

Our commitment to colleague wellbeing

 

How to apply

To apply for this position please complete the application form on the button below.

Apply here