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Manager - Private Client

Purpose of the role:

Overall responsibility for the administration of a portfolio of Trusts and Companies administered by a team of Administrators.

Responsibilities:

  • Attend management meetings to put forward points to enhance the efficiency of the running of the company to be taken forward by the Management Committee
  • Delegate work to and supervise a team of Administrators (variable in numbers)
  • Overall responsibility for all entities administered in the team and for own caseload of highly complex cases
  • Monitor control checklists relating to accounts preparation, billing and periodic reviews
  • Ensure that monthly billing targets are achieved
  • Monitor individual time charging targets and write offs and individual fee invoices generated and monitor debts

Skills required:

  • Roles at this level are held by professional specialists with high-level expertise, exercising within their particular functional area a substantial degree of independent professional responsibility and discretion, working to broad parameters and policy guidance
  • Work includes significant professional expertise and/or experience to develop and implement revised or new administrative, technical or professional policies and processes
 

Private Client

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