Job Title: Associate Director

Persons to be supervised: Managers, Senior Corporate Administrators, Corporate Administrators (as the team builds)

Principal Duties and Responsibilities

Supervises and supports the Operations of  Jersey specifically the Corporate, Trust and EBT Service Lines (collectively “the Service Team”).

Manages and develops the Managers and other senior personnel in the Service Team through formal and informal meetings; including the weekly and regular one to one meetings with Managers and other senior personnel in the Service Team.

Provides technical, client relationship and management support to the Service Team including the management of a Client Portfolio.

Works with the MD and Service Team to recruit and retain a team in line with the agreed Business Plan for Jersey.

[Company Secretary for  Jersey.]

Supports Managers and other senior personnel in the Service Team with complex On-Boarding and Client Relationship issues.

Provides back up to the MD as required.

Undertakes projects under the direction of the MD.

Ensures that all financial and New Business targets are met.

Ensures that clients billing and cash collection is carried out effectively and in a timely manner, and negotiates fees to the mutual satisfaction of the office in Jersey and clients.

Acquires and maintains a detailed knowledge of Jersey’s infrastructure in particular, policies, procedures, processes, systems, central services and compliance and regulatory requirements across all segments of the business.

Regularly reviews operational practices and recommends changes to improve efficiency. Updates policies and procedures in response to regulatory or operational changes.

Develops and maintains close working relationships with new and existing clients within the group, suppliers, beneficiaries and intermediaries - strengthens key relationships through regular contact.

Acquires a thorough understanding of the structures used by clients and the reasons for so doing. Ensures absolute compliance with KYC procedures.

Reviews marketing opportunities

Works closely with the marketing department in order to review marketing material and to make recommendations for enhancement or improvements.

Attends marketing events and functions organised by intermediaries and other relevant parties, whenever appropriate and possible. To prepare and present seminars, both externally and in house.

Knowledge, Skills and Experience Required

Must have knowledge of and at least 10 years’ experience in, the offshore industry, with specific reference to fiduciary services. Has at least five years senior management experience.

Qualification such as ACIB, STEP, ICSA or hold a law degree or accountancy qualification, or equivalent level of practical experience.

Has a broad knowledge of the market consequently having the ability to balance the client needs and commercial expectations in developing client strategies

Understands the principles and practices of company administration, to include funds and SPVs. Has a proven track record in handling complex fiduciary issues

Is able to recognise and respond to risk situations, in addition having the knowledge of anti-money laundering detection and reporting, compliance (KYC) regulations, policies and standards regarding due diligence

Has a good knowledge of the laws relating to money laundering and terrorist financing. In addition, the person will be expected to be conversant with  Jersey’s AML/CFT internal controls and procedures and also have a good knowledge of the international obligations concerning AML/CFT

Understands the client’s immediate and long term needs, with the ability to deal effectively and courteously with clients, advisors, intermediaries, attorneys and colleagues, and to exercise discretion and confidentiality in all matters

Has highly developed interpersonal, and communication skills, both written and verbal Excellent time management and strong organisational skills

Has the ability to foster teamwork and encourage enthusiasm for team strategy Has the ability to assist in the training and development of staff

Must be entitled to work in Jersey - No sponsorship