Summary and Overview

• Senior Trust Officer
• Jersey
• Permanent
• Full Time
• Competitive Salary & Benefits

You'll provide support to the Team Leader in administering a portfolio of clients whilst adhering to Equiom’s Client Service standards. You will also assist the Team Leader in meeting monthly financial objectives and key performance indicators.

Your New Role

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

• Administer a portfolio of more complex / higher value accounts with a lesser degree of supervision
• Liaise directly with clients and professional advisers in relation to ‘business as usual’ administration matters including drafting and issuing routine correspondence and e-mails without prior approval by team leader / relationship lead
• Support with matters such as complex or unusual transaction requests, fee issues, service complaints etc
• Assist the team leader in achieving the team revenue targets via the accurate recording of timesheets, assisting with cash collection and managing debtors for allocated client list
• Assist the team leader in meeting KPI targets by the timely clearance of action points and activities on NAV
• 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 number of years experience in the CSP industry

Desirable

• Studying or holds a relevant qualification eg: STEP
• Have basic knowledge of tax compliance issues

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

• Able to work on own initiative
• Team player
• Excellent communication skills
• Attention to detail
• Good organisational skills

Equiom Group – Let’s Achieve More, Together

For over 45 years, we’ve been helping high-net-worth individuals and international businesses bring their ambitions to life. Equiom is a global professional services provider, supporting private clients, corporate clients, and funds as they navigate the ever-changing business landscape.

We’re passionate about what we do and genuinely care about our clients. That’s why we go beyond the expected — offering exceptional, tailored end-to-end services to protect wealth and support business success. Our approach is personal, proactive, and built on strong, lasting relationships.

As a growing business, we’re always evolving — embracing change, investing in our future, and staying ahead of the curve. It’s an exciting time to join us, and we’re looking for brilliant, motivated people who want to grow with us.

Thinking of applying?

If this sounds like a role you might enjoy, we’d love to hear from you. Maybe you don’t meet every requirement but feel you’ve got a lot to offer? That’s okay — reach out for a confidential chat, and we’ll talk it through together.

Everyone’s welcome at Equiom

We’re proud to be a global business that champions diversity and inclusion. We welcome applicants from all backgrounds and experiences. Whether your qualifications are local or international, what matters most to us is your potential. Every application is considered on its own merit, in line with local employment and equality laws.