Assistant Manager, Private Client & Family Office
Core
Provide trust and company administration services, including proactive client contact, portfolio administration, and entity lifecycle management for private clients and family offices.
Role type
Assistant Manager, Trust & Company Administration
Builds
Trusts, companies, foundations, and partnerships for private clients and family offices
Domain
Financial Services / Trust & Company Administration
Required skills
Trust and company administration, legal and regulatory compliance, financial account analysis, entity setup/closure, board meeting organization, statutory reporting, tax knowledge (IHT, CGT), client relationship management, delegation, time billing management
Preferred skills
Professional qualification (JFSC), mentoring and coaching, process improvement, cross-selling
Technologies
NavOne, banking systems
Responsibilities
Administer complex client portfolios autonomously; assist in team management and deputize for the Manager; maintain statutory registers and prepare board packs; draft compliance documentation and manage entity setup/closure; prepare regulatory returns and investment reviews; act as first point of contact for clients and intermediaries; generate and check banking instructions; manage time billing and fee notes.
Seniority
Mid-Senior, hands-on IC with team support responsibilities