Associate, Private Wealth

Summary and Overview

• Associate, Private Wealth & Family Office
• Jersey
• Permanent
• Full Time
• Competitive Salary & Benefits

Ready to take the next step in your career?

At Equiom, we’re growing and we’re looking for an Associate/Administrator to join our Private Wealth & Family Office team in Jersey.

This role is ideal for someone with a couple of years’ experience in fiduciary, trust or corporate administration who is ready to build on their foundations and develop into a more senior role. If you’re motivated, detail focused and keen to grow your technical knowledge while taking on increasing responsibility, we’d love to hear from you.

Your Role

As an Associate, you’ll support the administration of a varied portfolio of trusts, companies and foundations, working closely with Senior Associates and Managers to deliver exceptional client service.

You will:

• Assist with the day to day administration of trusts, companies and foundations
• Ensure work is completed in line with agreed service standards and regulatory requirements
• Prepare high quality documentation
• Draft trustee resolutions, board minutes, agreements and payment instructions
• Assist with statutory filings and maintenance of accurate client records
• Support client onboarding processes
• Assist with AML/CFT checks and KYC updates
• Ensure records are maintained to meet internal and regulatory standards
• Develop your technical expertise
• Build your understanding of fiduciary structures and governance requirements
• Work towards increasing responsibility for client interactions and portfolio ownership
• Contribute to team success
• Collaborate effectively with colleagues, clients and professional advisors
• Support billing and administrative processes
• Maintain organised, audit ready files

What You’ll Bring

We’re looking for someone eager to learn, develop and progress within a professional fiduciary environment.

Essential experience:

• 2+ years’ experience in fiduciary, trust or corporate administration
• Working towards (or keen to start) a relevant professional qualification such as STEP or CGI
• A good understanding of offshore structures and fiduciary principles

Equiom Group – Let’s Achieve More, Together

For over 45 years, we’ve been helping high net worth individuals and international businesses bring their ambitions to life. Equiom is a global professional services provider, supporting private clients, and corporate clients as they navigate the ever changing business landscape.

We’re passionate about what we do and genuinely care about our clients. That’s why we go beyond the expected, offering exceptional, tailored end to end services to protect wealth and support business success. Our approach is personal, proactive and built on strong, lasting relationships.

As a growing business, we’re always evolving, embracing change, investing in our future, and staying ahead of the curve. It’s an exciting time to join us, and we’re looking for brilliant, motivated people who want to grow with us.

Thinking of applying?

If this sounds like a role you might enjoy, we’d love to hear from you. Maybe you don’t meet every requirement but feel you’ve got a lot to offer? That’s okay, reach out for a confidential chat and we’ll talk it through together.

Everyone’s welcome at Equiom

We’re proud to be a global business that champions diversity and inclusion. We welcome applicants from all backgrounds and experiences. Whether your qualifications are local or international, what matters most to us is your potential. Every application is considered on its own merit, in line with local employment and equality laws.