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61 Open positions

Description:

Main Duties and Responsibilities Administering a portfolio of trusts, companies, and foundations including liaising with Clients, banks and investment managers as and when required. Maintaining a highly relevant understanding of policies and procedures and codes of conduct, and ensuring all administration is undertaken in accordance with those policies and procedures. Maintaining a full understanding of, and adherence to, all applicable legislation and regulations, particularly AML/CFT laws. Actively engaging in risk …

Description:

Key skills and experience requirements A minimum of 5 years experience working in a Private Client role within the Jersey trust industry, with a minimum of 3 years at Administrator/Senior Administrator level. Must have entitled to work status in Jersey (i.e. minimum 5 years in Jersey). Fully qualified to meet Category C requirements as described in the JFSC Codes of Practice for TCB. Good organisational and communication skills. An understanding …

Description:

Key skills and experience requirements: A minimum of 3 years experience working in a Private Client role within the Jersey trust industry, with a minimum of 18 months at Assistant Trust Officer/ Trust Officer level. Fully qualified to meet Category C requirements as described in the JFSC Codes of Practice for TCB. Must have entitled to work status in Jersey (i.e. minimum 5 years in Jersey). Good organisational and communication …

Description:

Key Responsibilities Manage and coordinate client work as delegated by the partners Deliver excellent quality, timely and professional client service. Liaising with clients and providing legal advice as delegated by the partners Performing legal research and analysis. Checking legal forms/documents for accuracy. Preparing reports and correspondence. Drafting a range of legal documents. Take personal responsibility for achieving target hours, proactively manage billings and debtors and record time in a consistent …

Description:

Your focus ​ Monitor incoming emails, tracking requests to ensure they are captured and responded to, drafting responses when requested Prepare for and attend client company board meetings and assist with the recording and writing of minutes Assist with the completion of client entities transactions within strict operational deadlines Assist with the processing of payments for client entities Complete all workflows and check sheets ensuring relevant system data is up …

Description:

Your focus ​ Lead client transactions from start to end process ​Lead the process for opening and closing of bank accounts ​Lead the communications with client contacts, lawyers, auditors, investors, bankers and other third parties ​Review company records, minutes, registers, notices, investor statements, payments and any administration outputs prepared by junior colleagues ​Accurately review all workflows and check-sheets for tasks in realtime, as tasks are completed. ​Supervise and mentor junior …

Description:

Purpose To be responsible for a complex portfolio of clients to ensure that a high level of service is given to local and international clients while upholding core values by promoting a culture of professionalism, teamwork and leadership. Entry level management role supporting Managers and Directors.

Description:

Key Responsibilities Lead on the client relationships for the allocated portfolio; Plan all deadlines and work allocations for the clients; Production of monthly/quarterly NAVs; Preparation of consolidated reporting and financial statements; Review of bookkeeping and reporting from junior members of the team; Implementing policies, procedures and checklists where necessary; Compile and analyse financial information underlying the financial statements, including the treatment of business transactions; Oversee preparation of financial reporting both …

Description:

Key Responsibilities Managing client relationships and administration: Being involved in all aspects of Real Estate and Private Equity Fund administration and coordination of Company Secretarial duties. The maintenance of investor details and investor related documentation, performing calls and distributions, creating and maintaining records of a portfolio of clients. Participate in the creation and maintenance of Fund Company investor registers or Limited Partner registers. Become familiar with Limited Partnership Agreements and …

Description:

Key Responsibilities Compliance: Assist with the completion of Compliance Monitoring (to include AML and CFT) for client entities. Assist with updating the Compliance Monitoring Findings and Action Points Tracker. Assist with the completion of monthly Transaction Monitoring. Assist with the completion of the Periodic Reviews for client entities. Assist with handling regulatory and internal breaches. Assist with the handling of complaints. Maintain various LHFM(J) registers. Coordinate the annual Staff Compliance …