Our client is seeking an Assistant Manager to join their Private Client team, on a permanent basis, to provide a highly comprehensive company and trust administration service and advice and company management to clients and colleagues. You will liaise with clients on a regular basis providing technical advice as necessary in carrying out instructions or considering clients’ wishes, control and manage periodic accounts on a client portfolio, review clients’ investment portfolios, as well as prepare for and attend meetings with clients and directors. In addition, you will observe CDD and EDD at all times, assist with management of team’s financial matters and be responsible, at all times, to the directors. Our client will consider full or part-time candidates for this role.
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