Our client is seeking an experienced Assistant Manager, Private Clients to join their team.

In this role, you will be responsible for managing a portfolio of trusts, companies, foundations, and other entities, ensuring all client needs are met promptly and professionally. You will handle the day-to-day administration of these structures, maintain accurate records, prepare resolutions and minutes, arrange board meetings, and present documents to management and directors. You will also set up new companies, trusts, and foundations, liaise with lawyers and third-party service providers, and lead transactional work such as property purchases, sales, and restructuring, while mentoring junior team members. Additional responsibilities include managing client billing, resolving action points from periodic reviews, supporting compliance and regulatory matters, improving policies and risk controls, and building strong relationships with intermediaries to support business growth. The role also involves mentoring and leading a small team, supporting management with new business opportunities, and maintaining a thorough understanding of Jersey financial services laws and regulations. The ideal candidate should hold a “Table B” qualification, have at least 6 years’ experience in trust and company administration, and demonstrate strong leadership and organisational skills.

If you woud like more information on this role please get in touch.