Assistant Manager – Private Client

We are seeking an Assistant Manager – Private Client to join a leading fiduciary services firm in Jersey. This is a key role with responsibility for the administration of a portfolio of trust and company structures, including complex arrangements, while supporting the development of junior team members.

The Role

• Administer a portfolio of trusts and companies, ensuring the highest standards of service and compliance.
• Review annual accounts and liaise with bookkeepers, accountants, investment advisers, and other professional contacts.
• Draft and review client documentation, including minutes, resolutions, and agreements.
• Attend client meetings, build strong relationships, and identify opportunities for additional services.
• Supervise and support junior staff, fostering their development.
• Assist with cover for colleagues’ portfolios when required.

About You

• Proven experience in trust and company administration, including complex structures.
• Relevant professional qualification (e.g. STEP/ICSA) or working towards one.
• Strong technical knowledge and attention to detail.
• Excellent communication skills with the ability to build lasting client relationships.
• Experience mentoring or supervising staff would be an advantage.

This is a fantastic opportunity for a motivated trust professional to take the next step in their career, working closely with senior leadership in a supportive and client-focused environment.

More information about this role is available upon request – contact the team today for further details.