Assistant Trust Manager, Family Office Team

A fiduciary services firm is seeking an Assistant Manager to support client administration, team leadership, and operational oversight. This role includes managing a portfolio, mentoring staff, and contributing to governance, investment, and financial matters. Key Responsibilities ⭐ Support day-to-day team operations and assist with staff supervision ⭐ Maintain statutory records and ensure timely filing of accounts ⭐ Liaise with clients, intermediaries, banks, and investment advisers ⭐ Oversee governance, investment policies, and regulatory compliance ⭐ Monitor team performance, budgets, and billing ⭐ Prepare board reporting and act as authorised signatory What You’ll Need ⭐ STEP, CGI, or equivalent (qualified or working towards) ⭐ Strong technical trust knowledge and attention to detail ⭐ Excellent communication and document review skills ⭐ Commercial mindset with experience leading or mentoring others Why Join? ⭐ Join a values-led, international firm ⭐ Varied and rewarding client-focused role ⭐ Supportive culture with strong professional development opportunities