Our client is seeking an Assistant Manager to join their Private Client Services division on a permanent basis. This hybrid role involves administering a portfolio of private client entities with a focus on risk management, relationship oversight, and compliance with statutory and contractual obligations. The successful candidate will play a key role in ensuring high standards of client service, supporting junior team members, and maintaining accurate and timely records across the portfolio.
Job Duties:
- Administer and monitor a portfolio of private client entities in line with agreed timescales and service standards.
- Conduct periodic reviews of client structures, ensuring all regulatory and risk procedures are adhered to.
- Interpret and implement legal and tax advice where relevant to the client portfolio.
- Maintain and manage accurate diary systems to ensure key deadlines and statutory obligations are met.
- Keep client records up to date and ensure all statutory filings and obligations are fulfilled.
- Manage billing, monitor cash collection, and minimise debtor balances and write-offs.
- Support and assist in the training and supervision of junior colleagues.
- Ensure compliance with AML legislation and internal risk and compliance procedures.
- Meet chargeable time targets and contribute to operational efficiency.
- Carry out other duties as required in line with business needs.
- Maintain CPD in accordance with professional qualifications and internal standards.
Job Requirements:
- Extensive experience in trust or private client administration.
- Excellent time management and prioritisation skills.
- Strong analytical abilities and attention to detail.
- Capable of presenting information clearly and concisely.
- Highly organised, self-motivated, and eager to learn.
- Strong written, verbal, and interpersonal communication skills.
- Proficient in Microsoft Office applications.
- Hold or be studying towards a relevant professional qualification.
What You'll Love:
Our client is known for its strong organisational values, commitment to employee development, and high standards of client service. With a collaborative and forward-thinking team environment, the business supports hybrid working, professional progression, and a culture of continuous improvement.
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