Senior Associate | Private Client | Jersey
An excellent opportunity has arisen for an experienced trust professional to join a leading private client team in Jersey.
This role is ideal for someone looking to take ownership of a diverse portfolio of high-net-worth and private client structures while playing a key role in delivering exceptional client service and supporting junior team members.
Key responsibilities include:
- Managing a portfolio of complex trusts and companies
- Acting as a primary point of contact for client relationships
- Ensuring compliance with statutory, regulatory and governance requirements
- Preparing meeting documentation, minutes and client correspondence
- Overseeing annual accounts and liaising with accounting teams
- Managing billing processes and monitoring aged debt
- Conducting periodic client reviews and maintaining accurate records
- Mentoring and supporting junior colleagues within the team
I'm keen to speak with candidates who have:
- 5+ years' experience within trust and company administration or financial services
- Strong technical knowledge of trust administration, Jersey company law and relevant tax matters
- Experience managing private client structures and relationships
- Excellent organisational and communication skills
- STEP, CGI or equivalent professional qualification (or working towards one) preferred
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Senior Associate – Private Client employer: Alexander Daniels Offshore Recruitment
At Alexander Daniels Offshore Recruitment, we pride ourselves on being an exceptional employer that fosters a collaborative and innovative work culture in the heart of London. Our commitment to employee growth is evident through tailored development programmes and opportunities for advancement within our global business line, making this a rewarding environment for those looking to make a significant impact in corporate services.
Contact Details:
Alexander Daniels Offshore Recruitment Recruitment Team
