Associate, Private Wealth & Family Office - Jersey

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:

Support client portfolio management

• 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

Maintain regulatory compliance

• 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

Desirable experience:

• Exposure to multi jurisdictional structures
• Experience using client administration systems
• Some involvement in client communications

About You

You’re motivated, dependable and ready to grow.

• Highly organised with strong attention to detail
• Able to manage multiple tasks and deadlines effectively
• Professional and confident communicator
• Proactive, curious and keen to take on new challenges
• Discreet and respectful of client confidentiality
• A positive team player who enjoys contributing to shared goals

Equiom Group – Let’s Achieve More, Together

For over 45 years, Equiom has supported international businesses and private clients in achieving their ambitions and navigating complexity with confidence.

What sets us apart is how we work together. We value long term relationships, take a thoughtful, forward looking approach and focus on delivering solutions that truly make a difference.

Our people are at the heart of our success. We are proud of the collaborative and supportive culture we have built, where individuals are encouraged to share ideas, challenge thinking and grow professionally.

As we continue to evolve, we are investing in our future, embracing new opportunities and strengthening how we work across our global teams.

It is an exciting time to join Equiom. If you are motivated, curious and ready to contribute, you will find opportunities to develop your career and make a meaningful impact as part of our team.

Thinking 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.

Everyone’s welcome at Equiom

At Equiom, we believe our strength comes from the diversity of our people. We’re proud to be an inclusive, global business where different perspectives, backgrounds and experiences are truly valued.

We welcome applications from individuals of all backgrounds. Whether your qualifications are gained 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.