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Single Circle

Manager – Private Client 

Single Circle

Manager – Private Client 

Our client is an international wealth management and investment group with operations and international offices in several major countries..  Overall responsibility for the administration of a portfolio of Trusts and Companies administered by a team of administrators.

Responsibilities include:
Attending 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

Chair at team meetings in absence of director

Review the incoming post in the morning and distribute to team

Review and check all outgoings from the team where appropriate



55,000 - 65,000


Key Contact

Lauren Minchinton

Senior Consultant
01534 715153
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