Senior Associate, Private Wealth & Family Office

Summary and Overview

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

About Equiom

At 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 Opportunity

We'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 Doing

• Managing a portfolio of trust, company and foundation structures
• Building strong relationships with clients and acting as a day-to-day contact for routine matters
• Supporting the onboarding of new clients and ensuring due diligence and KYC requirements are met
• Preparing and reviewing client documentation, including resolutions, board minutes, agreements and instructions
• Conducting periodic reviews, risk assessments and KYC updates
• Maintaining accurate, audit-ready client records and administration systems
• Supporting billing and time recording activities
• Assisting with audits, remediation projects and process improvements
• Guiding and reviewing the work of Associates and Assistant Associates
• Sharing technical knowledge and supporting the development of junior colleagues
• Working collaboratively across teams and jurisdictions to deliver exceptional client outcomes

What We're Looking For

Essential

• A number of year's experience within fiduciary, trust or company administration
• Strong understanding of fiduciary principles, trust and company administration
• Experience managing client administration and maintaining high-quality records
• Proficiency in Microsoft Office and client administration systems
• Strong written and verbal communication skills
• Excellent organisational skills and attention to detail

Desirable

• Studying towards a relevant professional qualification such as STEP, CGIUKI or equivalent
• Experience working with multi-jurisdictional structures or family office clients
• Exposure to direct client relationship management
• Experience supporting or mentoring junior colleagues

About You

You'll be a proactive and client-focused professional who enjoys building strong relationships and delivering excellent service.

You'll also be:

• Organised and detail-oriented
• Confident managing multiple priorities and deadlines
• Professional, discreet and accountable
• A supportive and collaborative team player
• Keen to continue developing your technical knowledge and professional expertise
• Passionate 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 development
• Exposure to a diverse international client base
• A supportive and collaborative team culture
• Career progression opportunities within a growing global organisation
• The opportunity to work alongside experienced industry professionals
• A culture built around our values of Integrity, Respect and Excellence

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.

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.