Family Office – Manager/Senior Manager

An exciting opportunity has arisen for an experienced fiduciary professional to join a private family office environment. This role offers the chance to support the administration, governance and oversight of trusts, companies and other structures across multiple jurisdictions.

The successful candidate will work closely with senior stakeholders, professional advisers and service providers, ensuring matters are managed accurately, efficiently and with the highest standards of confidentiality. The appointment may be made at Manager or Senior Manager level depending on experience.

Key Responsibilities

Trust & Corporate Administration

• Oversee the ongoing administration of trust, company and other family office structures.
• Coordinate board, trustee and governance meetings, including agendas, minutes and resolutions.
• Manage transactions, distributions, restructurings and other corporate actions.
• Liaise with directors, trustees, legal advisers and administrators across multiple jurisdictions.
• Monitor key reporting, regulatory and contractual obligations.

Governance & Stakeholder Management

• Support strong governance, risk management and control frameworks.
• Coordinate with external advisers, banks, accountants and service providers.
• Review documentation and transaction instructions for accuracy and completeness.
• Prepare briefing papers and management updates.
• Assist with continuous improvement of processes, reporting and technology solutions.

Financial Administration (Desirable)

• Support payment processing, bookkeeping oversight and bank reconciliations.
• Assist with budgets, management accounts and financial reporting.
• Review financial information and identify discrepancies where appropriate.

Candidate Profile

• Strong experience in trust, fiduciary, corporate services, private wealth or family office environments.
• Good understanding of corporate governance, fiduciary responsibilities and compliance requirements.
• Professional qualification such as STEP, CGI/ICSA, legal or accounting qualification (completed or in progress) would be advantageous.
• Experience with financial reporting or bookkeeping is desirable but not essential.
• Proficiency with Microsoft 365 and document management systems.

Personal Qualities

• Highly discreet with exceptional integrity.
• Strong organisational and prioritisation skills.
• Detail-oriented with excellent written communication.
• Commercially minded and solutions-focused.
• Comfortable working within a small, professional team and building relationships with a range of stakeholders.

What’s on Offer?

• A rare opportunity to join a private family office environment.
• Broad and varied responsibilities across complex structures.
• Exposure to multi-jurisdictional matters and high-value assets.
• Supportive and collaborative working environment.
• Competitive remuneration package commensurate with experience.

For a confidential discussion or to request further information, please get in touch.

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