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Senior Trust Officer/Administrator
- Permanent, Full Time
- Closing in 24 days
- Equiom Group
The Role
We're seeking a motivated Senior Associate to join our Private Wealth team. You'll be responsible for administering a portfolio of trust, company and foundation structures, acting as a key point of contact for clients and supporting more complex fiduciary matters.
Working closely with Managers and Senior Managers, you'll help ensure client deliverables are completed accurately, compliantly and to the highest standards, while also supporting the development of junior team members.
What You'll Be Doing
Managing a portfolio of private wealth and family office client structures
Preparing and reviewing client documentation, including resolutions, minutes and agreements
Supporting client onboarding, KYC reviews and ongoing compliance requirements
Monitoring transactions and maintaining accurate, audit-ready records
Building strong relationships with clients and colleagues across jurisdictions
Mentoring and supporting junior team members
Identifying opportunities to enhance client service and support business growth
To Apply: https://careers.equiomgroup.com/jobs/8144468-senior-associate-private-wealth-family-office