Senior Associate (Private Wealth)
Core
Provide trust and company administration services to a diverse Private Client portfolio, ensuring full compliance with policies, regulatory standards, and high-quality client service.
Role type
Senior Associate (Private Wealth & Corporate Administration)
Builds
Coordinated support across client structures, governance, and administration
Domain
Private Wealth & Corporate Administration
Required skills
Trust administration, Jersey company law, tax compliance, client correspondence, meeting documentation, accounting records, billing cycle management, database maintenance, debt monitoring, regulatory awareness, team mentorship
Preferred skills
Diploma-level professional qualification (e.g., CGI / STEP)
Technologies
IT systems for client records and accounting
Responsibilities
Manage complex client entities including trusts and companies; Maintain tax compliance through timely returns and payments; Handle client correspondence and escalate when needed; Record and circulate detailed attendance notes; Prepare minutes and meeting documentation; Act as first point of contact for allocated client relationships; Oversee accounting records and annual accounts; Manage billing cycles and review invoices; Maintain accurate database and statutory records; Monitor aged debt and coordinate with Finance; Complete periodic client reviews; Ensure colleagues are briefed before periods of leave; Maintain awareness of regulatory requirements; Support and mentor junior team members
Seniority
Senior, hands-on IC with mentorship responsibilities