Summary and Overview

• Assistant Manager, Private Wealth & Family Office

• Guernsey

• Permanent

• Full Time 

• Competitive Salary & Benefits

The Assistant Manager supports the delivery of high quality fiduciary services, contributing to strong client relationships, operational efficiency and team development.

This role plays an important part in linking day to day client administration with wider business objectives. The Assistant Manager manages and develops a small team of Associates and Senior Associates, providing coaching, performance feedback and workflow oversight while supporting client delivery and financial performance.

The role may also include acting as a director on client entities or serving as a signatory or controlled function, demonstrating sound judgment, governance awareness and adherence to regulatory and fiduciary responsibilities.

Key Responsibilities

Client Relationship Management & Business Support

• Manage a portfolio of client structures, ensuring accurate and timely administration

• Act as a day to day contact for clients, handling routine queries and administrative matters

• Support new business onboarding, documentation and client transitions

• Contribute to portfolio financial performance through accurate time recording, fee reviews and WIP management

• Identify opportunities to improve processes, workflows and the use of technology

• Support business development initiatives alongside senior colleagues

• Where authorised, act as a director, signatory or controlled function for client entities

Leadership & Culture

• Supervise and support Assistant Associates, Associates and Senior Associates

• Provide regular feedback, coaching and guidance to support team development

• Conduct one to one meetings and contribute to development planning

• Encourage knowledge sharing and consistent application of best practice

• Promote a collaborative and inclusive team environment

• Build strong relationships across teams, jurisdictions and service lines

Operational Delivery & Governance

• Administer and review trust, company and foundation structures in line with legal and regulatory requirements

• Prepare and review client deliverables including trustee decisions, statutory filings, correspondence and transactions

• Conduct periodic reviews and ensure compliance with AML/CFT regulations and internal policies

• Maintain accurate client records and data within administration systems

• Support billing, WIP recovery and financial tracking for assigned portfolios

• Liaise with auditors, advisors and external professionals where required

• Support audits, compliance reviews and follow up actions

• Oversee workflow allocation for direct reports, ensuring work is delivered accurately and on time

Experience & Qualifications

Essential

• 3–5 years’ experience in fiduciary, private wealth or corporate services administration

• Holding or studying toward a professional qualification such as STEP or CGIUKI

• Strong technical knowledge of trust and company administration and fiduciary duties

• Experience supervising others and managing workflow to ensure quality and deadlines are met

• Good understanding of governance and risk awareness when acting as a signatory or controlled function

Desirable

• Experience reviewing work, coaching junior team members and supporting their development

• Experience with multi jurisdictional structures or family office style clients

• Familiarity with client administration systems and document management platforms

• Exposure to billing, WIP management and financial tracking

Key Competencies

• Detail oriented with strong organisational and analytical skills

• Able to work independently while supporting a wider team

• Effective communicator with clients and colleagues

• Proactive and solution focused, able to manage multiple deadlines

• Professional, discreet and accountable

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, and corporate clients 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.