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Back to ResultsOur client is an independent fiduciary and fund administration business specialising in venture capital and private client services. They are seeking a motivated Private Client Assistant Manager to join their team.
In this role, the Assistant Manager will play a key part in leading and supporting a team of administrators, delivering high quality client administration to a portfolio of trust and company structures. You will build and maintain strong client relationships, ensure CDD is accurate and up to date, and support Directors and Senior Management with the onboarding of new business.
The ideal candidate will have a solid understanding of the fiduciary services industry, a flexible approach, and the ability to support and guide team members. You will have a minimum of seven years’ experience in an administrative role, ideally within fiduciary services, and hold or be working towards a relevant qualification such as STEP, ICSA or ACCA. A minimum of five GCSEs (or equivalent), including English and Maths at Grade C or above, is also required.
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