Senior Associate, Private Wealth & Family Office

Alexander Daniels; Jersey Marine; On-site; GBP 60,000 - 85,000; Full time

Job summary

Alexander Daniels is seeking a Senior Associate to join its fiduciary team, with responsibility for administering a portfolio of trust, company and foundation structures while building client relationships.

You will support onboarding, KYC and due diligence, prepare documentation and mentor junior colleagues as part of a collaborative, international private wealth practice.

Qualifications

• Experience in fiduciary, trust or company administration.
• Strong understanding of trust and company structures.
• Knowledge of KYC, AML and regulatory requirements.
• Excellent organisational and communication skills.
• Strong attention to detail and ability to manage competing priorities.
• Professional qualification studies (STEP, CGI or similar) would be advantageous.

Responsibilities

• Manage a portfolio of trust, company and foundation structures.
• Act as a key contact for clients and intermediaries.
• Support client onboarding, KYC and due diligence processes.
• Prepare and review client documentation, minutes and resolutions.
• Conduct periodic reviews and risk assessments.
• Support and mentor junior team members.
• Assist with audits, remediation projects and process improvements.

Skills

Fiduciary administration

Trust administration

Company administration

Client relationship management

Education

STEP/CGI studies advantageous

Job description

A leading provider of private wealth and family office services is seeking a Senior Associate to join its fiduciary team. This role offers responsibility for administering a portfolio of trust, company and foundation structures while building client relationships and supporting junior team members.

What You’ll Do

• Manage a portfolio of trust, company and foundation structures.
• Act as a key contact for clients and intermediaries.
• Support client onboarding, KYC and due diligence processes.
• Prepare and review client documentation, minutes and resolutions.
• Conduct periodic reviews and risk assessments.
• Support and mentor junior team members.
• Assist with audits, remediation projects and process improvements.

What You’ll Need

• Experience in fiduciary, trust or company administration.
• Strong understanding of trust and company structures.
• Knowledge of KYC, AML and regulatory requirements.
• Excellent organisational and communication skills.
• Strong attention to detail and ability to manage competing priorities.
• Professional qualification studies (STEP, CGI or similar) would be advantageous.

Why Join?

• Work with a diverse international client base.
• Professional qualification and development support.
• Collaborative and supportive team environment.
• Clear career progression opportunities.
• Exposure to complex private wealth and family office structures.