Private Client Assistant Manager

An independent fiduciary services provider is seeking a Private Client Assistant Manager to join its team. This role offers the opportunity to manage a portfolio of client structures while supporting and developing a team within a collaborative environment. Key responsibilities: ⭐ Manage a portfolio of trust and company structures, ensuring high service standards ⭐ Build and maintain strong relationships with clients and intermediaries ⭐ Oversee transactions, payments and related administrative activities ⭐ Prepare documentation including minutes, resolutions and supporting records ⭐ Support onboarding of new business and ongoing client processes ⭐ Supervise and mentor junior team members, providing guidance and support ⭐ Assist with team operations, reporting and internal processes What you’ll need: ⭐ 7+ years’ experience in trust or fiduciary services ⭐ Good understanding of regulatory requirements and client structures ⭐ Excellent communication and relationship management skills ⭐ Strong organisational skills with attention to detail ⭐ Ability to manage workload and support team members effectively ⭐ Relevant professional qualification (e.g. STEP/CGI/ACCA) preferred Why join? ⭐ Opportunity to step into a supervisory role within a growing team ⭐ Varied role with both client-facing and team leadership responsibilities ⭐ Exposure to a diverse range of client structures and activities ⭐ Strong benefits package