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Tozers
Exeter
Wealth Management Assistant Exeter, Devon About Us With offices in Exeter, Teignmouth and Newton Abbot, Tozers Solicitors LLP is looking for a Wealth Management Assistant to join their team working from their Exeter office on a full-time, permanent basis. With 30 partners and 190 staff across our offices, we offer unrivalled legal services to bu
Job Source: TozersTozers Solicitors
Exeter
Wealth Management Assistant Exeter, Devon About Us With offices in Exeter, Teignmouth and Newton Abbot, Tozers Solicitors LLP is looking for a Wealth Management Assistant to join their team working from their Exeter office on a full-time, permanent basis. With 30 partners and 190 staff across our offices, we offer unrivalled legal services to bu
Job Source: Tozers SolicitorsAvocet Legal
EX1, Exeter, Devon
Avocet Commercial Careers is delighted to present an exciting opportunity for an ambitious individual to join a reputable law firm as a Wealth Management Assistant. 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
Job Source: Avocet LegalAvocet Commercial Careers
Exeter, England, United Kingdom
Avocet Commercial Careers is delighted to present an exciting opportunity for an ambitious individual to join a reputable law firm as a Wealth Management Assistant. 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. Weal
Job Source: Avocet Commercial CareersVistry Group
Exeter
We have a great opportunity for an Assistant Management Accountant to join our team within Vistry Devon South West, at our Exeter office. As our Assistant Management Accountant, you will be responsible for supporting the regional finance team in maintaining accurate and timely information in our systems to ensure that the region can progress toward
Job Source: Vistry GroupWise Employment
Exeter
Assistant Management Accountant Permanent, Full-Time hours, Office based, salary starting from £35,000 with Bonus and excellent benefits. Are you looking to work for Business with that Family run feel and values? Have you got experience within the Motor trade industry? A fantastic opportunity to develop a great career in the Automotive industry for
Job Source: Wise EmploymentVistry Group
Exeter
We have a great opportunity for an Assistant Management Accountant to join our team within Vistry Devon South West, at our Exeter office. As our Assistant Management Accountant, you will be responsible for supporting the regional finance team in maintaining accurate and timely information in our systems to ensure that the region can progress toward
Job Source: Vistry GroupVistry Group PLC
Exeter
Role overview ID: 2024-5692 Entity: Vistry Region: Vistry Devon South West Department: Finance & Tax Contract Type: Permanent - Full Time Job Location: Exeter, Devon Date Posted: 24.05.2024 We have a great opportunity for an Assistant Management Accountant to join our team within Vistry Devon South West, at our Exeter office. As our Assistant Manag
Job Source: Vistry Group PLCExeter
Avocet Commercial Careers is delighted to present an exciting opportunity for an ambitious individual to join a reputable law firm as a Wealth Management Assistant. 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
Wealth Management Assistant Requirements: 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
Benefits 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 .
Email Alert for Wealth Management Assistant jobs in Exeter
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