Summary and Overview

• Assistant Associate, Private Wealth & Family Office

• Guernsey

• Permanent

• Full Time

• Competitive Salary & Benefits

If you’re looking to start a career in financial services but don’t know where to begin, this could be a great place to start.

We’re looking for an Assistant Associate (Trainee) to join our Private Wealth & Family Office team. You don’t need prior experience in fiduciary services, just a willingness to learn, a good eye for detail and an interest in building a professional career.

The Role

This is a hands on, entry level role where you’ll learn by doing.

You’ll support the team with day to day administrative and client tasks, while gradually building your understanding of trusts, companies and how we support our clients. You’ll be working alongside experienced colleagues who will guide you and give you the space to develop.

What You’ll Be Doing

• Support onboarding processes, including Know Your Customer (KYC) and due diligence tasks

• Helping prepare simple client documents and instructions

• Keeping client records accurate and up to date

• Assisting with transactions, forms and general admin tasks

• Getting involved in team work and learning how everything fits together

What You Bring

Essential

• Strong academic background (A-levels or equivalent)

• Good organisational skills and attention to detail

• Strong written and verbal communication skills

• Proficiency in Microsoft Office (Word, Excel, Outlook)

• Interest in building a career in fiduciary or financial services

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.