This position offers an outstanding opportunity for an Assistant Manager to take a leading role within the Private Wealth department. The successful candidate will manage a diverse portfolio of Private Wealth entities and serve as the primary day-to-day contact for clients. Working closely with a senior team member, the role requires the provision of exceptional administrative services that meet both client expectations and regulatory requirements. Key responsibilities include fostering effective communication with clients and third parties, overseeing transaction management, and ensuring compliance with statutory obligations. The Assistant Manager will also be responsible for supervising and mentoring junior staff members, contributing to a supportive and dynamic team culture. This full-time role is ideal for individuals looking to elevate their careers in a fast-paced and rewarding environment.
Job Duties:
- Manage and administer a varied portfolio of Private Wealth entities, ensuring adherence to client needs and regulatory standards.
- Facilitate effective communication with clients and external stakeholders, including legal and financial professionals, to ensure smooth administration of client affairs.
- Oversee transaction workflows, including organising client meetings, drafting necessary documentation, and ensuring timely statutory filings.
- Process and authorise bank transactions, maintaining accurate financial records and reconciliations.
- Administer invoicing processes, including creating and distributing invoices and managing outstanding debts.
- Monitor work in progress (WIP) and ensure compliance with agreed fee structures, conducting fee reviews as needed.
- Commit to data integrity and leverage relevant systems to enhance operational efficiency and client satisfaction.
- Supervise and mentor Trainee Administrators and Administrators, supporting their professional development and growth.
- Contribute to the team’s success by promoting process consistency and efficiency in practices.
- Identify opportunities for improvement in systems and service delivery to enhance overall business performance.
- Ensure compliance with applicable laws, regulations, and internal policies, particularly regarding anti-money laundering and client due diligence.
- Participate in special projects or initiatives as assigned.
Job Requirements:
- 4–6 years’ relevant experience in the finance industry, with a focus on Private Wealth or trust and fiduciary administration.
- Strong academic qualifications; a Bachelor’s degree or equivalent is preferred.
- Pursuing or holding a relevant professional qualification such as STEP or ICSA.
- Exceptional written and verbal communication skills.
- Familiarity with Viewpoint is an advantage.
- Proficient in using Microsoft Office applications effectively.
- A thorough understanding of statutory laws and regulatory requirements, particularly those relating to anti-money laundering.
- Client-focused with strong organisational skills and meticulous attention to detail.
- Able to work independently and take initiative to achieve results within set deadlines.
- Demonstrated capability to mentor and support junior team members effectively.
- Committed to delivering excellence for clients and team members.
What You’ll Love:
This position encompasses the chance to work within an inclusive and values-driven workplace that prioritises diversity and professional growth. You will thrive in a collaborative environment that encourages development and acknowledges the contributions of each team member, making it a perfect role for those looking to advance their careers.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
