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Consultant - Projects Assistant Manager, Private Banking
3 weeks ago
Join to apply for the Consultant - Projects Assistant Manager, Private Banking role at Lawyers On Demand . LOD (Lawyers On Demand) is an original New Law pioneer. We've transformed the way in which lawyers, consultants, and commercial teams work, and we're one of the largest and fastest growing flexible legal services businesses globally. Our mission is to help in-house legal teams succeed by creating smarter ways of working. Who are we looking for?We are seeking a junior detail-oriented professional to support a wealth planning legal function with a mix of project coordination, template development, stakeholder support, and regulatory monitoring. The role involves working across multiple workstreams with legal, tax, and wealth planning stakeholders, and contributing to strategic initiatives. Key Responsibilities Support projects and initiatives, including developing, implementing, and maintaining resource and document management databases, legal templates and standard documentation, guides, frameworks, playbooks, and process materials, and internal policies. Assist with the assessment and onboarding of complex wealth planning structures and transactions, such as trusts, family offices, philanthropic entities, and fund vehicles. Liaise with internal stakeholders (e.g. wealth planning teams, trustees) and external legal or tax advisors. Coordinate internal and external training sessions delivered by professionals for relevant business teams. Review, analyse, and comment on legal and tax opinions. Monitor regulatory and tax developments across key markets and prepare internal updates, summaries, or briefing materials. Manage project timelines, track progress, and follow up with stakeholders. Maintain and update internal resource repositories. Undertake additional assignments as required. Skills Required Experience in the private wealth or wealth planning space. Legal background (including paralegal experience) or training in accountancy preferred but not mandatory. STEP qualification is advantageous. Comfortable using AI and GenAI tools. Proficient in managing resource or document databases. Proactive, self-driven, and able to work independently. Strong drafting, analytical, and communication skills. Detail-oriented, accurate, and solution-focused. What sets us apart?The life of an LOD lawyer is like no other. We provide our team with varied, challenging, career-enhancing work with world-class brands, and pride ourselves on enabling our people to take control of their career and diversify their experience across a range of industries. We also take work-life balance pretty seriously You have the chance to either work on-site with our clients or remotely. You have the option to undertake full-time or part-time assignments, or assignments that are simply set for a few months out of a year - it's really your choice Throughout your LOD journey and the myriad of assignments you will undertake, you will be supported by your LOD colleagues, have access to high quality know-hows and training, to assist in your ongoing growth and development. What's next?If you'd like to manage your own career path, and have more flexibility and variety - join a business which is reshaping the legal and consulting industry. Please submit your application by sending in your CV. LOD is proud to be an equal opportunity employer. Diversity and inclusion is a core part of our Ways of Working, and we celebrate and embrace it. We know the individual differences of our people make us collectively better and we encourage all applicants; including people with disability, career breaks, gender diverse, LGBTQIA, and culturally diverse communities to join us so we can do great things together. #J-18808-Ljbffr
