Assistant Associate, Private Wealth & Family Office
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Summary and Overview
Assistant Associate, Private Wealth & Family Office
Jersey
Permanent
Full Time
Competitive Salary & Benefits
Looking for a career where you can learn, grow and make a real difference from day one?
We're looking for a positive, organised and customer-focused Assistant Associate to join our Private Wealth & Family Office team. This is an excellent opportunity for someone at the beginning of their professional journey who is keen to develop new skills, gain valuable experience and build a long-term career within the fiduciary industry.
Working alongside experienced colleagues, you'll support the administration of trust and company structures, help deliver exceptional client service and gain hands-on experience while benefiting from training, mentoring and professional development opportunities.
What You'll Be Doing
Supporting the team with a range of administrative and client service activities
Assisting with client onboarding and the collection of due diligence documentation
Maintaining accurate client records and ensuring files are up to date
Preparing documents, forms and correspondence using established templates
Supporting transactions, banking instructions and reporting activities
Providing excellent service to both internal and external stakeholders
Learning about trust, company and fiduciary administration through hands-on experience and training
What We're Looking For
A good academic background (A Levels or equivalent)
Strong organisation skills and attention to detail
Excellent communication and customer service skills
Confidence using Microsoft Office applications
A positive attitude and willingness to learn
Someone who enjoys working as part of a team and helping others
Why Equiom?
At Equiom, we'll support you every step of the way. You'll gain practical experience, learn from industry professionals and have the opportunity to work towards professional qualifications as you build your career.
If you're enthusiastic, eager to learn and passionate about delivering great customer service, we'd love to hear from you.
Apply today and take the first step towards an exciting career in Private Wealth & Family Office.
- Department
- Client Services
- Role
- (B) Assistant Associate
- Location
- Jersey
- Employment type
- Full-time
About Equiom Group
Welcome to Equiom
We're delighted that you'll be joining Equiom and look forward to welcoming you soon.
Starting a new role is an exciting opportunity, and we want to help you feel prepared and confident before your first day. This page provides an overview of what you can expect as you begin your journey with us, along with useful information to help you get ready for joining.
At Equiom, we pride ourselves on creating a collaborative, supportive and professional environment where our people can thrive. Wherever you're joining us from and whatever your role, you'll be supported by colleagues who are committed to helping you settle in and succeed.
If you have any questions before you start, please don't hesitate to reach out to your hiring manager or People Team contact.
We look forward to welcoming you to Equiom.