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Wealth Management Assistant

Aspiria Recruit
Posted 8 hours ago, valid for 4 days
Location

Exeter, Devon EX4 2PL

Contract type

Full Time

Retirement Plan
Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An exciting opportunity has arisen for a Legal Assistant to join a successful law firm's Wealth Management team.
  • The role requires some previous administrative experience and excellent IT skills, particularly with the Microsoft Office Suite.
  • Candidates should have a genuine interest in law and a good attitude, although no specific legal experience is necessary.
  • The position offers a salary of £25,000 to £30,000 and involves a hybrid working model with 2-3 days in the office.
  • Benefits include 25 days of annual leave, a bonus scheme, and enhanced maternity/paternity pay.

An exciting opportunity to join one of the city's successful law firms has arisen. This role will be to join the firm's Wealth Management team as a Legal Assistant, supporting the team and the partners with a range of different administrative and secretarial tasks. This opportunity doesn't require legal experience as such, but will require someone good with IT skills and the Microsoft Suite, with a good attitude and an interest in law. Some previous administration experience would definitely act as an advantage.

Tasks will include:

  • Opening and closing client files
  • Archiving files
  • Audio and copy-typing
  • Proof reading documents to ensure accuracy
  • Updating dictated work
  • Responding to client enquiries, either by email or phone
  • Document production
  • Retrieving and storing files for clients / lawyers at request
  • General other administrative tasks

Skills and experience required:

  • Some administrative experience would be an advantage
  • Excellent IT skills and knowledge of the Microsoft Office Suite (Outlook, Word and Excel)
  • A genuine interest in law
  • A good attitude and a supportive approach for the team

Hours and Benefits:

  • Monday to Friday = 08:45 - 17:00
  • Hybrid and flexible working available (circa 2-3 days in the office for this role)
  • 25 day annual leave + Bank Holidays
  • Birthday off after 5 years' service
  • The firm encourages staff to take an extra 2 days of paid leave for volunteering / CSR days
  • Holiday trading scheme (buy or sell up to 5 days per year)
  • Auto-enrolment pension scheme
  • Life assurance
  • Bonus scheme
  • Enhanced maternity / paternity pay
  • Long service rewards
  • Medicash health cash plan
  • Mindful Manager - committed to supporting employees' mental health
  • Free fruit
  • Season ticket loan scheme
  • Eye test vouchers

To apply, please submit your application or alternatively please contact James at Aspiria Recruit (contact details on the Aspiria Recruit website)

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.