Wealth manager Work, Jobs in Pennsylvania, Dev (with Salaries)

Wealth Management Assistant
Tozers —Exeter
- Full-time
- Organisational skills
- Computer skills
- Communication skills
Service Manager
Cafcass —Exeter
- £56,951 - £59,028 a year
- Full-time
- Hybrid work
- Team management
Quick apply
11d
RBC Brewin Dolphin - Senior Associate, Wealth Management
Royal Bank of Canada —Exeter
- Full-time
- Analysis skills
- Financial services
- Communication skills
10d
Account Manager
Flannery Plant Hire —Exeter
- Business development
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Statutory Agreements (Planning & Environmental) Manager
Trowers & Hamlins —Exeter
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
Assistant-Branch Manager
STARK Group —Tiverton
- Full-time
- Team management
- Communication skills
- Employee discount
Financial Planner
Charles Stanley —Exeter
- Full-time
- Mentoring
- Leadership
- Communication skills
Solicitor (NQ - 2 years PQE)
Ashfords LLP —Exeter
- Full-time
- Analysis skills
5d
Tax Manager
The Progeny Group Limited —Exeter
- Full-time
- Hybrid work
- Mentoring
- Communication skills
- Tax experience
Quick apply
Project Manager
Octavius Infrastructure —Exeter
- Full-time
- Hybrid work
- Civil engineering
- Computer literacy
- Engineering
- Annual leave
Assistant Store Manager
Tapi —Torquay
- Full-time
- Sales
- Continuous improvement
- Training & development
- Employee assistance programme
- Employee discount
Senior Associate (7+ years PQE)
Ashfords LLP —Exeter
- Full-time
- Business development
- Organisational skills
Assistant Shop Manager
British Red Cross —Exmouth
- £24,969 a year
- Customer service
- Retail management
- Annual leave
- Flexitime
12d
Phlebotomist
Buckfastleigh Medical Centre —Buckfastleigh
- From £12.71 an hour
- Part-time
- Laboratory experience
- In-person
- Medical terminology
- Paid training
- Annual leave
Quick apply
12d
Assistant Branch Manager
STARK Group —Totnes
- Full-time
- Team management
- Communication skills
- Employee discount
Tool Hire Manager
STARK Group —Totnes
- Full-time
- Customer service
- Team management
- Mentoring
- Employee discount
Relief Care Assistant
McCarthy & Stone —Exeter
- £13.70 an hour
- Part-time
- Customer service
- Cleaning
- Employee assistance programme
- Employee discount
Quick apply
9d
Care Supervisor
McCarthy & Stone —Exmouth
- £12.24 - £15.24 an hour
- Part-time
- Management
- In-person
- Employee discount
- Life insurance
Quick apply
8d

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Wealth Management Assistant

Tozers
Exeter

Apply Now

Job details

Permanent | Full-time

Qualifications

Meeting coordination
Client engagement
Administrative support experience
Legal secretarial experience
Appointment booking and call handling
Organisational skills
Computer skills
Proofreading
Audio typing
Communication skills
Dictation typing

Full job description

Wealth Management Assistant

Team

Wealth Management

Location

Fully office based (Exeter)

Salary

Dependent on experience

Status:

Full Time

Job Type

Permanent

Hours Of Work

36.25 hours per week

Job Reference

26-30 WM Assistant

About the role

Tozers' growing Wealth Management Team is looking for an Assistant to join our Trusts, Tax & Succession team in Exeter.

This role offers the opportunity to work closely with a Partner, an Associate Solicitor and a Paralegal who act for high-net-worth individuals, families, business owners and entrepreneurs. Many of the clients we advise are longstanding clients of the firm and value the personal, attentive and supportive service that we provide.

The team advises on a wide range of private client matters including Wills, inheritance tax planning, trusts, succession planning, estate administration and later life planning. We also have a particular focus on advising business owners, including owners of park businesses and family-owned enterprises.

This is a varied and rewarding role for someone who enjoys working closely with people, building trusted relationships and helping clients through important life events and decisions. The successful candidate will become an integral part of a supportive team that prides itself on exceptional client care and professional excellence.

What you’ll be doing

We are looking for an Assistant who will play a central role in supporting the team and helping us deliver an outstanding service to our clients.

You will work particularly closely with three fee earners, helping them manage busy and varied workloads while ensuring our clients receive a responsive, professional and reassuring service. You will also be part of the wider Wealth Management Team within Tozers.

Your responsibilities will include:

Managing diaries, appointments, meetings and commitments for the lawyers you support.
Acting as a first point of contact for clients by telephone and email, providing a warm, confident and professional service.
Liaising with clients, accountants, financial advisers, agents and other professional contacts under direction.
Monitoring email inboxes, identifying urgent matters and, where appropriate, preparing draft responses for review by the lawyers in the team.
Preparing correspondence, legal documents and client communications for review by lawyers from audio dictation and other instructions.
Proofreading documents and correspondence prepared by the lawyers in your team.
Supporting client meetings, including arranging appointments, preparing papers and producing attendance notes.
Managing document storage and retrieval, payment requests and other administrative processes to include scanning and storing incoming correspondence.
Helping to ensure matters progress smoothly by monitoring action points and following up outstanding items with clients and third parties.

This is a role where initiative, organisation and excellent client service are highly valued, and where you will quickly become a trusted part of the team's day-to-day operation.

What we’re looking for

We are seeking someone who enjoys working with people and takes pride in providing excellent client service.

Our clients are often dealing with significant personal, family or business matters, and they value calm, clear and reassuring communication. We are therefore looking for someone who is confident speaking with clients, able to build rapport quickly and capable of dealing sensitively with a wide range of situations.

You may already work in a legal environment, but we would also welcome applications from candidates with experience in client-facing service roles such as estate agency, financial services, private banking, accountancy, healthcare, hospitality or other professional services.

The successful candidate will:

Be highly organised and able to manage competing priorities.
Enjoy supporting professionals with demanding workloads.
Have excellent written and verbal communication skills.
Take pride in providing exceptional client care.
Be proactive, dependable and willing to take ownership of tasks.
Enjoy working collaboratively within a close-knit team.
Demonstrate professionalism, discretion and sensitivity when handling confidential information.

Above all, we are looking for somebody who will become a trusted point of contact for our clients and a valued member of the wider Wealth Management team.

What you’ll have

You will have experience in a role involving client contact, organisation and administration, together with a genuine commitment to delivering excellent service.

Previous legal experience would be advantageous but is not essential. More importantly, we are interested in candidates who can demonstrate strong organisational skills, excellent communication and the confidence to deal professionally with clients and colleagues.

You will be able to demonstrate:

Experience managing multiple tasks and deadlines in a busy environment.
Strong diary management and administrative skills.
Excellent attention to detail and a high standard of written communication.
Confidence speaking with clients both by telephone and in person.
The ability to remain calm, professional and reassuring when dealing with sensitive situations.
Good judgement and the confidence to use your initiative appropriately.
Strong IT skills and the ability to learn new systems quickly.
A positive, flexible and collaborative approach to work.

Experience of supporting lawyers, professional advisers or senior managers would be beneficial, as would previous exposure to private client work, estate administration or wealth management services, although full training will be provided.

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 on our website.

Apply Now

Refine Your Search

wealth manager jobs in pennsylvania, dev

Wealth Management Assistant

Service Manager

RBC Brewin Dolphin - Senior Associate, Wealth Management

Account Manager

Statutory Agreements (Planning & Environmental) Manager

Assistant-Branch Manager

Financial Planner

Solicitor (NQ - 2 years PQE)

Tax Manager

Project Manager

Assistant Store Manager

Senior Associate (7+ years PQE)

Assistant Shop Manager

Phlebotomist

Assistant Branch Manager

Tool Hire Manager

Relief Care Assistant

Care Supervisor

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