Senior Associate (Private Wealth)

📋 Description

• Provide trust and company administration services to a diverse Private Client portfolio, ensuring
• Manage complex client entities including trusts and companies, ensuring all statutory and
• 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

🎯 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