Senior Associate (Private Client)

Added
13 days ago
Type
Full time
Salary
Salary not provided

Related skills

billing tax regulatory compliance trust administration client accounting
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πŸ“‹ Description

  • Provide trust and company administration services to a diverse Private Client portfolio, ensuring
  • Manage complex client entities including trusts and companies, ensuring statutory and governance
  • Maintain tax compliance through timely returns and payments.
  • Handle client correspondence promptly 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 with

🎯 Requirements

  • A‑level or degree education; Diploma-level professional qualification (e.g., CGI / STEP) preferred.
  • 5+ years’ experience in trust and company administration or financial services.
  • Strong technical knowledge of trust administration, Jersey company law and relevant tax
  • Solid IT capability.

🎁 Benefits

  • Competitive salary
  • Hybrid working
  • Private Pension Plan
  • Private Medical Insurance
  • Annual Salary Review
  • Bonus
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