Assistant Manager, Private Clients

Our client, a Financial Services Company, is seeking an Assistant Manager for Private Clients.

In this role, you will actively administer a mixed portfolio of private and corporate client structures containing properties, investments, image rights, and other asset classes, ensuring that the clients’ needs are met. You will also assist in the supervision and mentoring of trainees and trust administrators, identifying training requirements and organising appropriate CPD. 

As the ideal candidate, you will have a "Table B" qualification and at least 6 years of trust and company administration experience. Strong attention to detail, time management, and interpersonal skills are essential. The ability to work under pressure, lead a team, and maintain a good understanding of local regulations is also vital.

For more information on this role please contact Jamie on 707812 or email your CV to jobs@excel-recruitment.com

Type: 
Permanent
Discipline: 
Administration
Job Posted: 
Thu, 26 Sep 2024
Closing Date: 
Wed, 25 Dec 2024
Reference: 
12220

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