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Assistant Manager – Family Office

REF: 367 | Fund Administration, Trust Administration |
  • Type: Permanent
  • Job #367

Purpose of the role:

Our client is seeking an Assistant Manager to join their family office, delivering a comprehensive first class administrative service to a portfolio complex and high net worth clients.


  • Travel to meet with clients
  • Liaise with own clients
  • Delegate tasks as appropriate for own clients to junior team members
  • Detailed knowledge of the differing requirements/ processes for high risk clients
  • Assist with the review of financial statements for own portfolio
  • Review all out going correspondence (any media) direct reporting junior team members
  • Assist with the development/enhancement of team specific procedures
  • Assist with and if appropriate conduct appraisals for direct reporting team members
  • Dealing with matters in a timely manner
  • Perform high level review of client accounts / financial statements

Skills required:

  • Table 4 qualification such as (but not restricted to)
    • ICSA Diploma
    • STEP Diploma
    • Any other Table 4 qualification
  • 6 years’ relevant industry administration experience
  • Experience of developing and coaching others on a one to one basis
  • Experience in a supervisory role

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