Our client is seeking a dedicated Assistant Manager to join their Private Wealth department, contributing to a vibrant and dynamic team environment. This full-time position involves managing a diverse portfolio of Private Wealth entities, including trusts and foundations, while ensuring compliance with regulatory requirements. The successful candidate will work independently under the supervision of a senior team member, acting as the primary contact for client administration services. Responsibilities include overseeing transaction management, liaising with clients and third parties, and maintaining accurate statutory records. The role also involves mentoring junior team members and supporting continuous process improvement within the organisation. If you are passionate about delivering excellent service and expanding your professional horizons, this opportunity is perfect for you to make an impact in a supportive setting.
Job Duties:
- Manage the formation and administration of a varied portfolio of Private Wealth entities, including trusts, foundations, and related structures, in line with client and regulatory requirements.
- Liaise effectively with clients and third parties (such as lawyers, auditors, bankers, and investment managers) to ensure successful administration of client affairs.
- Oversee transaction management, including organising and attending client meetings, drafting minutes and trustee/board resolutions, attending to statutory filings within deadlines, maintaining statutory records, and coordinating timely execution of documents.
- Process and approve bank payments, reconcile payment logs, and ensure accurate record-keeping.
- Manage invoicing processes, including the production and circulation of invoices, fee collection, and managing debtor positions.
- Monitor work in progress (WIP) and billing, ensure fee agreements are adhered to, and undertake fee reviews where necessary.
- Commit to data integrity in all activities, particularly by utilising systems (including Viewpoint) to enhance efficiency and improve client service.
- Supervise and mentor trainee administrators and administrators, providing feedback, supporting their training, and identifying any additional development needs.
- Support the ethos of best practice within the team by contributing to process consistency and driving alignment and efficiency.
- Contribute to business improvement by identifying enhancements to systems, processes, policies, and service delivery.
- Ensure compliance at all times with applicable laws, regulations, and internal policies and procedures, particularly relating to anti-money laundering and client due diligence.
- Undertake project work or other initiatives as required.
Job Requirements:
- 4–6 years’ relevant experience in the finance industry, particularly within Private Wealth or trust and fiduciary administration.
- Strong academic background; a bachelor’s degree or equivalent preferred.
- Working towards or holding a relevant professional qualification such as STEP or ICSA.
- Excellent written and verbal communication skills.
- Strong working knowledge of Viewpoint is advantageous.
- Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
- Good knowledge of applicable statutory laws and regulatory requirements, including anti-money laundering regulations.
- Demonstrates responsiveness, a client-focused mindset, strong organisational skills, and meticulous attention to detail.
- Ability to work independently, use initiative, and deliver results within deadlines.
- Proven capability to mentor and support junior team members, fostering their professional growth.
- Dedicated to achieving excellence for self, team, and clients.
What You’ll Love:
This role provides the opportunity to work in an inclusive and diverse workplace where individuals feel valued and respected. The organisation believes in supporting the professional growth of its employees, offering ample opportunities for training and career development. You will contribute to a team that thrives on collaboration, process improvement, and driving efficiency, all while maintaining the highest standards of service delivery.
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