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Manager – Family Office

REF: 368 | Trust Administration |
  • Type: Permanent
  • Job #368

Purpose of the role:

We are seeking a Manager to join our client's Family Office Team to run with the supervision, management and development of a team of Assistant Managers and Administrators.  Reporting directly into Senior Management, you will also be delivering a comprehensive first class administrative service to a portfolio of large client groups with multi-national structuring and tailored governance arrangement.


  • Responsibility for a portfolio of clients (including complex and crown jewel clients)
  • Act as an Alternate Director of team client companies, where appropriate
  • Act as a ‘B’ Authorised Signatory
  • Travel to meet with own and team clients
  • Liaise with team clients
  • Delegate tasks as appropriate for own clients to team
  • Manage a team of Administrators
  • Monitor the team’s performance, attendance and development
  • Manage the workflow of the team
  • Review all incoming and outgoing mail of the team
  • Review and authorise outgoing correspondence (any media) of the team
  • Responsibility for the financial management of the team
  • Development of internal short courses
  • Presentation of internal short courses and training sessions
  • Responsibility for team use of CRM, to ensure team members are trained and understand procedure to ensure that information is recorded accurately

Skills required:

  • Table 4 qualification
  • 8 years’ relevant industry experience
  • At least 3 years’ experience in a supervisory role
  • Experience of developing and coaching others  
  • Working knowledge of Microsoft Office

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