Senior Associate, Private Wealth & Family Office

Summary and Overview Senior Associate, Private Wealth & Family Office JerseyPermanentFull Time/Part Time  Competitive Salary & BenefitsAbout EquiomAt Equiom, we help international clients navigate complexity with confidence. As a leading global provider of private wealth, corporate services, governance, accounting and compliance solutions, we work with a diverse range of clients, from private individuals and families to international businesses and institutions.Our people are at the heart of our success. We are committed to creating an environment where talented professionals can learn, develop and build rewarding careers while delivering exceptional service to our clients.The OpportunityWe're looking for a Senior Associate to join our Private Wealth & Family Office team in Jersey.This is an excellent opportunity for an experienced fiduciary professional who is ready to take the next step in their career. You'll manage a portfolio of trust, company and foundation structures, work closely with clients and intermediaries, and support the development of junior team members.Working alongside Managers and Senior Managers, you'll play a key role in delivering high-quality client service, ensuring regulatory compliance and contributing to the continued success of the team.What You'll Be DoingManaging a portfolio of trust, company and foundation structuresBuilding strong relationships with clients and acting as a day-to-day contact for routine mattersSupporting the onboarding of new clients and ensuring due diligence and KYC requirements are metPreparing and reviewing client documentation, including resolutions, board minutes, agreements and instructionsConducting periodic reviews, risk assessments and KYC updatesMaintaining accurate, audit-ready client records and administration systemsSupporting billing and time recording activitiesAssisting with audits, remediation projects and process improvementsGuiding and reviewing the work of Associates and Assistant AssociatesSharing technical knowledge and supporting the development of junior colleaguesWorking collaboratively across teams and jurisdictions to deliver exceptional client outcomes What We're Looking ForEssentialA number of year's experience within fiduciary, trust or company administrationStrong understanding of fiduciary principles, trust and company administrationExperience managing client administration and maintaining high-quality recordsProficiency in Microsoft Office and client administration systemsStrong written and verbal communication skillsExcellent organisational skills and attention to detail DesirableStudying towards a relevant professional qualification such as STEP, CGIUKI or equivalentExperience working with multi-jurisdictional structures or family office clientsExposure to direct client relationship managementExperience supporting or mentoring junior colleaguesAbout YouYou'll be a proactive and client-focused professional who enjoys building strong relationships and delivering excellent service.You'll also be:Organised and detail-orientedConfident managing multiple priorities and deadlinesProfessional, discreet and accountableA supportive and collaborative team playerKeen to continue developing your technical knowledge and professional expertisePassionate about delivering exceptional outcomes for clients and colleagues alike Why Join Equiom?At Equiom, you'll be part of a collaborative global business where your contribution is valued and your development is supported.We offer:Opportunities for professional qualifications and ongoing developmentExposure to a diverse international client baseA supportive and collaborative team cultureCareer progression opportunities within a growing global organisationThe opportunity to work alongside experienced industry professionalsA culture built around our values of Integrity, Respect and ExcellenceThinking of applying?If this role sounds like a great fit, we’d love to hear from you. Even if you don’t meet every single requirement, we still encourage you to apply if you feel you can bring value to the role.We know that great candidates don’t always tick every box, so if you’re enthusiastic, motivated and ready to make an impact, let’s start a conversation.d locally or internationally, what matters most is your potential, your mindset and what you can bring to our team. Every application is considered fairly and on its own merit, in line with local employment and equality regulations.