Summary and Overview

• Assistant Associate 
• Jersey
• Permanent 
• Full Time
• Competitive Salary & Benefits

We are delighted to announce that due to a recent promotion we are looking for a Trainee to join our Private Wealth Team and follow in their footsteps. 

You will be given all the support and training you need to learn and understand our business. 

Your New Role

This list of duties is not exhaustive and may change from time to time according to business needs:

• Prepare payment instructions for review
  
• Draft routine correspondence and e-mails
  
• Deal with clients by telephone
  
• Develop a basic knowledge of our IT systems
  
• Provide general office support to the Private Wealth teams such as filing, scanning, deliveries etc.
  
• Develop a basic knowledge of our products and service lines
  
• Develop a basic knowledge of our policies and procedures by reviewing the administration manual
  
• Assist with drafting standard company minutes, trustee resolutions and updating client profiles
  
• Assist with meeting cash collection targets and the billing process
• Ensure compliance with company standards, policies and procedures

What will you need to succeed in this role?

As to be expected, we are searching for someone who can bring a range of skills and experiences to enhance the team. As such, there are a few essential skills we are looking for:

• A strong academic record
• Some experience of working in a client facing environment
  
• Previous office experience (desirable) 

Personal attributes which would be seen in the ideal applicant include;

• Good interpersonal and communication skills
  
• Good organisational and time management skills
  
• Ability to work as part of a team as well as using own initiative
  
• Willingness to learn
  
• Eye for detail 
• Strong willingness to grow and learn 

Equiom Group

For more than 45 years we have supported high net worth individuals and international corporations to nurture and fulfil their ambitions. We are a global professional services provider, working with private clients, corporate clients and funds to navigate the twists and turns to achieve their ambitions.

We are proactive and passionate. We provide exceptional service to develop deep and meaningful client relationships, providing an unrivalled breadth of bespoke end-to-end wealth protection and business support services.

We are a business which has expanded, allowing us to adapt quickly to change and invest in key areas to support our growth journey. We are looking for brilliant people to join our team to grow and develop with us.

What should you do now?

If you are interested in this role, please apply now. If you have read the above and are unsure about whether this is for you; maybe you can do most of the responsibilities, or you have some of the key skills, please get in touch for a confidential conversation about the role and we can discuss further.

Equal Opportunities

Equiom Group is committed to Diversity and Inclusion across our Global business. We welcome applicants from all interested parties, and any reference to qualifications or certifications should be read to be interchangeable with local or international qualifications and certifications. All applications will be reviewed solely on their merits. All recruitment and selection will be conducted in accordance with prevailing Employment and Equality legislation.