Source Recruitment

Senior Associate/Assistant Manager, Private Wealth

Trust / Administration, Secretarial & PA

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Job type
Full-time
Contract type
Permanent
Location
Office
Start date
Not specified
Salary
Not specified

The Position

We're looking for an experienced and confident Assistant Manager to join a busy private wealth team.

The Responsibilities

You’ll bring a strong background in trust and company administration, ideally with supervisory experience, and either hold or be working toward a relevant industry qualification. You’ll guide team members, ensure top-tier client service, and contribute to the strategic growth of client relationships through insight and pro-activity.

Experience / Qualifications / Education

You’ll also play an active role in mentoring, reviewing technical work, managing KPIs, and acting as a signatory. The ability to handle sensitive matters with discretion and confidence, while maintaining client trust and upholding regulatory standards, is essential.

Benefits

Competitive

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