Assistant Manager Private Clients and Family Office at Apex Group

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading financial services firm in the UK is seeking an Assistant Manager in Private Clients and Family Office to administer complex client portfolios and manage team activities. This role involves maintaining high service levels and directly supporting the Manager in team training and development efforts. Candidates should have experience in trust administration and strong leadership skills.

Qualifications

• Experience in trust and company administration services.
• Proven track record in managing complex client portfolios.
• Strong leadership and team management skills.

Responsibilities

• Provide trust and company administration services.
• Administer a portfolio of complex clients.
• Assist in managing the team and support training efforts.

Job description

Assistant Manager – Private Clients and Family Office - Apex Group

The Role and Key Responsibilities:

• To provide trust and company administration services, including proactive client contact in a professional manner and in accordance with regulatory requirements, service levels and company standards so as to meet with client expectations.
• Autonomously administer an allocated portfolio of complex clients, which may contain some key clients of the Company, working directly with the Manager and Director responsible.
• Assist in managing the team and deputising in the Manager’s absence. Act as focal point for administration and technical queries from members of the team.
• To actively support the Manager in the training and development of the team to build an