Senior Associate, Private Clients

Our client is seeking a Senior Associate in the Private Clients sector based in St Helier, Jersey. This is a full‑time position, providing an excellent opportunity to administer a varied portfolio of clients while ensuring compliance with all relevant policies and procedures. The ideal candidate will possess the expertise to handle complex and high‑risk trusts, companies, and other entities, ensuring that all activities align with statutory requirements.

This role requires collaboration with a diverse team of professionals, fostering a culture of support and delivering high‑quality services to clients and their advisers. You will be a trusted partner to both clients and colleagues, contributing to the ongoing development of the Private Client Department. The successful candidate will have the chance to make a significant impact while enjoying a supportive work environment that encourages professional growth.

• Administer a portfolio of complex, demanding, and/or high-risk trusts, companies, and other entities.
• Ensure compliance with statutory requirements and governing documents.
• Oversee the timely completion of tax returns and the payment of any notified tax liabilities.
• Handle incoming correspondence efficiently and refer to management when necessary.
• Prepare detailed attendance notes of telephone communications and retain them on client files.
• Prepare minutes and other meeting documents as required.
• Serve as the first point of contact in allocated client relationships.
• Liaise with the Client Accounting Solutions team for the maintenance of accounting records and preparation of annual accounts.
• Manage the billing process, reviewing billing summaries, and draft invoices for discussion with the Manager/Director.
• Input and update database records on formation/establishment and changing circumstances.
• Monitor aged debt positions and liaise with the Finance Department to maintain control.
• Conduct periodic reviews of clients' matters as per the business timetable.
• Inform management and colleagues of any client-related matters during periods of leave.
• Maintain awareness of local regulatory requirements and elevate issues/risks promptly to management.
• Mentor and support junior staff while adhering to company policies.

• Educated to A level or degree standard.
• Ideally possess a professional/relevant qualification to Diploma Level (e.g., CGI/STEP).
• Minimum of 5 years' experience in Trust and Company Administration or financial services.
• In-depth knowledge of Trust Administration, Jersey Company Law, and associated tax implications.
• Strong IT skills.

This role offers the opportunity to work in a dynamic environment where your expertise is valued and where you can truly make a difference. Our client prides themselves on their collaborative culture, providing you with the tools and support needed for professional growth. You'll be part of an organisation that is a trusted partner for over 8,000 clients globally, and you will contribute to fostering long‑lasting relationships.

With a commitment to excellence, our client ensures a supportive workplace for both personal and professional development, making this a fantastic opportunity for those looking to advance their careers in a rewarding setting.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here