Assistant Manager, Private Client

jobs.jerseyeveningpost.com-job boards; United Kingdom; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading firm is seeking an Assistant Manager for their Private Client Services division. This hybrid role focuses on managing client portfolios, ensuring compliance, and supporting junior team members. The ideal candidate will have a strong background in trust administration and excellent communication skills.

Benefits

Commitment to employee development

Collaborative team environment

Professional progression opportunities

Qualifications

• Extensive experience in trust or private client administration.
• Strong written, verbal, and interpersonal communication skills.
• Capable of presenting information clearly and concisely.

Responsibilities

• Administer and monitor a portfolio of private client entities.
• Conduct periodic reviews of client structures and ensure compliance.
• Support and assist in the training and supervision of junior colleagues.

Skills

Time Management

Analytical Abilities

Attention to Detail

Communication Skills

Organisational Skills

Education

Relevant Professional Qualification

Tools

Microsoft Office

Job description

Our client is seeking an Assistant Manager to join their Private Client Services division on a permanent basis. This hybrid role involves administering a portfolio of private client entities with a focus on risk management, relationship oversight, and compliance with statutory and contractual obligations. The successful candidate will play a key role in ensuring high standards of client service, supporting junior team members, and maintaining accurate and timely records across the portfolio.

Job Duties:

• Administer and monitor a portfolio of private client entities in line with agreed timescales and service standards.
• Conduct periodic reviews of client structures, ensuring all regulatory and risk procedures are adhered to.
• Interpret and implement legal and tax advice where relevant to the client portfolio.
• Maintain and manage accurate diary systems to ensure key deadlines and statutory obligations are met.
• Keep client records up to date and ensure all statutory filings and obligations are fulfilled.
• Manage billing, monitor cash collection, and minimise debtor balances and write-offs.
• Support and assist in the training and supervision of junior colleagues.
• Ensure compliance with AML legislation and internal risk and compliance procedures.
• Meet chargeable time targets and contribute to operational efficiency.
• Carry out other duties as required in line with business needs.
• Maintain CPD in accordance with professional qualifications and internal standards.

Job Requirements:

• Extensive experience in trust or private client administration.
• Excellent time management and prioritisation skills.
• Strong analytical abilities and attention to detail.
• Capable of presenting information clearly and concisely.
• Highly organised, self-motivated, and eager to learn.
• Strong written, verbal, and interpersonal communication skills.
• Proficient in Microsoft Office applications.
• Hold or be studying towards a relevant professional qualification.

What You'll Love:

Our client is known for its strong organisational values, commitment to employee development, and high standards of client service. With a collaborative and forward-thinking team environment, the business supports hybrid working, professional progression, and a culture of continuous improvement.

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