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Senior Associate, Private Wealth & Family Office - Jersey

About the role:

We’re looking for a Senior Associate to play a pivotal role in delivering high-quality trust and company administration services to our Private Clients. As a Senior Associate, you’ll manage your own portfolio of client structures, support the professional development of junior team members, and work closely with managers to ensure client satisfaction, compliance, and efficient operations. 

Key responsibilities: 

  • Manage client portfolios – Oversee the day-to-day administration of trusts, companies, and foundations in line with service agreements
  • Deliver high-quality documentation – Draft and review trustee resolutions, board minutes, payment instructions, filings, and agreements
  • Ensure compliance – Handle client onboarding, due diligence, AML/CFT requirements, KYC updates, and regulatory filings
  • Support and mentor others – Guide, train, and share knowledge with Associates and Trainees, setting a strong example in accuracy and service
  • Drive operational excellence – Identify opportunities to streamline workflows, support billing processes, and maintain audit-ready records

Key skills and requirements:

  • A number of years of experience in fiduciary, trust or corporate administration
  • Working toward a relevant qualification such as STEP or CGIUKI (Chartered Governance Institute UK & Ireland, formerly ICSA)
  • Strong understanding of offshore structures and basic fiduciary principles
  • Good written English and attention to detail in document preparation
  • Experience working with multiple jurisdictions or family office clients (desirable)

Private Client

Jersey

2756

 

Private Client

Jersey

2756

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hello@axalleine.je

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