A leading provider of private wealth and family office services is seeking a Senior Associate to join its fiduciary team. This role offers responsibility for administering a portfolio of trust, company and foundation structures while building client relationships and supporting junior team members.
What You’ll Do
- Manage a portfolio of trust, company and foundation structures.
- Act as a key contact for clients and intermediaries.
- Support client onboarding, KYC and due diligence processes.
- Prepare and review client documentation, minutes and resolutions.
- Conduct periodic reviews and risk assessments.
- Support and mentor junior team members.
- Assist with audits, remediation projects and process improvements.
What You’ll Need
- Experience in fiduciary, trust or company administration.
- Strong understanding of trust and company structures.
- Knowledge of KYC, AML and regulatory requirements.
- Excellent organisational and communication skills.
- Strong attention to detail and ability to manage competing priorities.
- Professional qualification studies (STEP, CGI or similar) would be advantageous.
Why Join?
- Work with a diverse international client base.
- Professional qualification and development support.
- Collaborative and supportive team environment.
- Clear career progression opportunities.
- Exposure to complex private wealth and family office structures.
Senior Associate, Private Wealth & Family Office employer: Alexander Daniels
As a Payroll Supervisor at our company, you will thrive in a supportive work culture that prioritises employee well-being and professional growth. We offer competitive salaries, comprehensive benefits, and opportunities for advancement, all within a dynamic environment that values teamwork and innovation.
