Assistant Manager, Private Wealth & Family Office

Summary and Overview

• Assistant Manager, Private Wealth & Family Office

• Guernsey

• Permanent

• Full Time 

• Competitive Salary & Benefits

The Assistant Manager supports the delivery of high quality fiduciary services, contributing to strong client relationships, operational efficiency and team development.

This role plays an important part in linking day to day client administration with wider business objectives. The Assistant Manager manages and develops a small team of Associates and Senior Associates, providing coaching, performance feedback and workflow oversight while supporting client delivery and financial performance.

The role may also include acting as a director on client entities or serving as a signatory or controlled function, demonstrating sound judgment, governance awareness and adherence to regulatory and fiduciary responsibilities.

Key Responsibilities

Client Relationship Management & Business Support

• Manage a portfolio of client structures, ensuring accurate and timely administration

• Act as a day to day contact for clients, handling routine queries and administrative matters

• Support new business onboarding, documentation and client transitions

• Contribute to portfolio financial performance through accurate time recording, fee reviews and WIP management

• Identify opportunities to improve processes, workflows and the use of technology

• Support business development initiatives alongside senior colleagues

• Where authorised, act as a director, signatory or controlled function for client entities

Leadership & Culture

• Supervise and support Assistant Associates, Associates and Senior Associates

• Provide regular feedback, coaching and guidance to support team development

• Conduct one to one meetings and contribute to development planning

• Encourage knowledge sharing and consistent application of best practice

• Promote a collaborative and inclusive team environment

• Build strong relationships across teams, jurisdictions and service lines

Operational Delivery & Governance

• Administer and review trust, company and foundation structures in line with legal and regulatory requirements

• Prepare and review client deliverables including trustee decisions, statutory filings, correspondence and transactions

• Conduct periodic reviews and ensure compliance with AML/CFT regulations and internal policies

• Maintain accurate client records and data within administration systems

• Support billing, WIP recovery and financial tracking for assigned portfolios

• Liaise with auditors, advisors and external professionals where required

• Support audits, compliance reviews and follow up actions

• Oversee workflow allocation for direct reports, ensuring work is delivered accurately and on time

Experience & Qualifications

Essential

• 3–5 years’ experience in fiduciary, private wealth or corporate services administration

• Holding or studying toward a professional qualification such as STEP or CGIUKI

• Strong technical knowledge of trust and company administration and fiduciary duties

• Experience supervising others and managing workflow to ensure quality and deadlines are met

• Good understanding of governance and risk awareness when acting as a signatory or controlled function

Desirable

• Experience reviewing work, coaching junior team members and supporting their development

• Experience with multi jurisdictional structures or family office style clients

• Familiarity with client administration systems and document management platforms

• Exposure to billing, WIP management and financial tracking

Key Competencies

• Detail oriented with strong organisational and analytical skills

• Able to work independently while supporting a wider team

• Effective communicator with clients and colleagues

• Proactive and solution focused, able to manage multiple deadlines

• Professional, discreet and accountable

Equiom Group – Let’s Achieve More, Together

For over 45 years, Equiom has supported international businesses and private clients in achieving their ambitions and navigating complexity with confidence.

What sets us apart is how we work together. We value long term relationships, take a thoughtful, forward looking approach and focus on delivering solutions that truly make a difference.

Our people are at the heart of our success. We are proud of the collaborative and supportive culture we have built, where individuals are encouraged to share ideas, challenge thinking and grow professionally.

As we continue to evolve, we are investing in our future, embracing new opportunities and strengthening how we work across our global teams.

It is an exciting time to join Equiom. If you are motivated, curious and ready to contribute, you will find opportunities to develop your career and make a meaningful impact as part of our team.

Thinking of applying?

If this role sounds like a great fit, we’d love to hear from you. Even if you don’t meet every single requirement, we still encourage you to apply if you feel you can bring value to the role.

We know that great candidates don’t always tick every box, so if you’re enthusiastic, motivated and ready to make an impact, let’s start a conversation.

Everyone’s welcome at Equiom

At Equiom, we believe our strength comes from the diversity of our people. We’re proud to be an inclusive, global business where different perspectives, backgrounds and experiences are truly valued.

We welcome applications from individuals of all backgrounds. Whether your qualifications are gained locally or internationally, what matters most is your potential, your mindset and what you can bring to our team. Every application is considered fairly and on its own merit, in line with local employment and equality regulations.