Associate, Private Clients

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 40,000 - 55,000; Full time

Benefits offered by this job

Opportunity for professional growth

Training and career advancement

Job summary

A private client services firm is looking for a dedicated Associate in St Helier, Jersey. This full-time role involves providing professional trust and company administration services, ensuring compliance with internal policies while managing a diverse portfolio. Responsibilities include tax return preparation, client interaction, and overseeing accounting records. The ideal candidate has at least 2 years of experience in trust administration and a strong technical background in local laws. The firm values professional growth and offers training opportunities.

Qualifications

• Minimum of two years' experience in trust and company administration or a financial services environment.
• Strong technical knowledge of local company and trust laws and regulations.
• Excellent IT skills.

Responsibilities

• Administer a portfolio of trusts, companies, and/or other entities.
• Ensure compliance with statutory requirements.
• Complete tax returns and manage tax liabilities.
• Handle client correspondence and maintain client files.
• Oversee accounting records and annual accounts preparation.
• Attend to the billing process and review billing summaries.
• Monitor aged debt positions and liaise with the Finance Department.

Skills

Interpersonal skills

Attention to detail

Technical knowledge of local laws

IT skills

Education

A level or degree

Professional qualification at Certificate Level (e.g. CGI/STEP)

Job description

Our client is seeking a dedicated Associate in the Private Client Department, based in St Helier, Jersey. This is a full‑time role that offers the opportunity to provide professional trust and company administration services to a diverse portfolio of clients. The successful candidate will ensure compliance with internal policies and procedures while assisting in the smooth operation of the department. Key responsibilities include administering a portfolio of trusts and companies, maintaining accounting records, and ensuring timely completion of tax returns. The role also requires direct interaction with clients, preparing meeting documents, and overseeing the billing process. Strong interpersonal skills and the ability to develop close working relationships with both colleagues and clients are essential. This position is perfect for someone with a solution‑driven attitude and the ability to work methodically and accurately.

Job Duties:

• Administer a portfolio of trusts, companies, and/or other entities with support from management
• Ensure all activities comply with statutory requirements and governing documents
• Complete tax returns and manage any notified tax liabilities in a timely manner
• Handle incoming correspondence and refer demanding communications to appropriate management
• Prepare detailed attendance notes of communications and retain them on client files
• Work with management to be the immediate point of contact for client relationships
• Oversee accounting records and the preparation of annual accounts in collaboration with the Client Accounting Solutions team
• Attend to the billing process, review billing summaries, and discuss draft invoices with management
• Maintain accurate database records and statutory registers
• Monitor aged debt positions and liaise with the Finance Department to maintain control
• Conduct periodic reviews of clients' matters in accordance with business timelines
• Notify management and colleagues of any anticipated client matters during periods of leave
• Stay updated on local regulatory requirements
• Perform additional functions as required by management

Job Requirements:

• Educated to A level or degree standard
• Ideally working towards or completed a professional qualification at Certificate Level (e.g. CGI/STEP)
• A minimum of two years' experience in trust and company administration or a financial services environment
• Strong technical knowledge of local company and trust laws and regulations
• Excellent IT skills

What You’ll Love:

This role provides the opportunity to play a key part in a collaborative environment, working closely with professionals dedicated to providing specialist solutions. The organisation values professional growth and development, ensuring that you receive ample opportunities for training and career advancement. You will contribute to the organisation's reputation while unlocking value for clients and gaining invaluable experience in regulatory oversight and policy creation.

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