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.
Responsibilities:
- 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