Assistant Manager – Private Wealth

Job Description

We have a great opportunity for an Assistant Manager – Private Wealth, to join a leading provider of fund administration and outsourced services.

 

The successful candidate will be required to manage a portfolio of clients covering a variety of structures. This role requires good attention to detail and the candidate must also be a technical expert with Private Wealth structures.

 

Key Responsibilities:

  • Collaborate with your team to manage a portfolio of clients, covering a variety of structures.
  • Pro-actively take on additional responsibility and administration tasks as required by your manager or clients.
  • Accurately record all time spent dealing with client matters to ensure the client's are correctly invoiced and time is recovered efficiently.

 

More information about the role is available upon request - contact the team today for further details.