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.

Job Duties:

• 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 escalate issues/risks promptly to management.
• Mentor and support junior staff while adhering to company policies.

Job Requirements:

• 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.

What You’ll Love:

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