ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Manager

This is a great opportunity for a driven and talented individual to make a real difference as part

of a dedicated and professional team. The Manager will work on a range of matters providing

administration, management and secretarial services for established and new Real Estate Funds.

Which are typically Limited Partnerships, Fund Company’s and SPVs.

There will be a number of interesting and varied ad hoc projects which will give the individual

exposure to a wide variety of high quality clients.

This position is best suited to a commercial yet technically minded individual who enjoys the

challenge of providing technical and operational solutions to our clients.

Key Responsibilities

Managing client relationships and administration:

• Being involved in all aspects of Real Estate 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.

• Daily cash management tasks across a number of bank accounts. To be familiar with banking

and payment processes; billing and cash collection, formatting and systems.

• Become familiar with the Limited Partnership Agreement and other material agreements or

legal documents relating to the management, control and administration of the Fund vehicles for

which they have primary responsibility.

• To liaise with law firms as appropriate in relation to the activities of specific entities and

transactions;

• Review of deliverables to clients, including (periodic financial statements, cash flows and

associated notes including liaison with clients over transaction related issues) with Fund

Accountants.

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

• Dealing with year-end audit issues including ensuring preparation of relevant files and

resolving issues;

• Review and submit recommendations for improving the organisation's operation including

review of profitability and identification of new products or billing opportunities on existing

clients.

Organising with the take-on and set-up of new clients:

• Coordinating the initial secretarial and regulatory needs of clients.

• In conjunction with the Director to prepare proposals / quotes and supporting information.

• Creation of new SPVs, Limited Partnerships and Trusts, and play a pivotal role in the

completion and satisfaction of KYC / AML policy for all new entities or investors.

• Responsible for client due diligence, negotiation of terms, identification of scope and

monitoring compliance with company procedures.

Assisting with the internal procedures of Langham Hall Jersey:

• Liaison with the JFSC and other regulatory bodies.

• Drafting of infrastructure procedures and other internal documents.

• Sourcing other services as required.

• Building the general profile of Langham Hall in Jersey.

• Assisting with the company secretarial needs of Jersey office.

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

• In addition to the duties listed above, the Manager may be requested to perform any other ad

hoc duties or projects as requested by the Senior Management Team.

People Management:

• Act as first point of contact for queries from team members.

• Supervision, coaching and mentoring of junior staff.

• Provide support and guidance to team members, acting as a mentor and role model.

• Manage the day to day workload of the team, including effective delegation and resource

management.

• Manage performance of direct reports through the Performance Management process,

including Performance Review meetings and objective setting.

• Support the recruitment process, reviewing CV’s and conducting interviews with potential

candidates.

Person Specification

Qualifications

• Educated to at least ‘A’ level standard or equivalent. Preferably completion or studying

towards the ICSA Diploma or equivalent; or willing to study towards a relevant professional

qualification.

• Ideally 5 or more years of demonstrable real estate / trust and company experience,

preferably with some knowledge or exposure to corporate structures, SPV administration.

Company Secretarial knowledge would be advantageous.

• Proven people management experience.

Technical Knowledge

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

• The candidate must be familiar with statutory requirements and corporate governance

matters, be proficient in organising board meetings for various purposes such as the acquisition

and disposal of investments, admitting new investors or amendments to material fund

documentation.

• The candidate will be expected to participate fully at such meetings and take responsibility

for ensuring the accurate and timely completion of minutes and resolutions for review and

approval.

• A profound understanding of the agreements associated with Real Estate and interpretation

of terms within including LPA, debt documentation, sale and purchase agreements, leases etc.

• Ability to write reports, business correspondence, procedure manuals and performance

measurement reports at asset and fund level.

• Training on internal systems, controls, procedures and KYC will be provided, however, it is

desirable that the job holder is familiar with the regulatory KYC requirements.

Skills and Experience

• Company Secretarial, Real Estate Fund Administration and Cash Management Experience.

• Ability to effectively present information and respond to questions from groups of senior

management and especially clients.

• Ability to solve practical problems and deal with a variety of situations for which there may

be little precedence.

• Ability to work within a team to mentor, coach and carry out on-the-job training with more

junior staff.

• The candidate must have excellent communication, organisational and time management

skills.

Benefits

Langham Hall invests in people and developing them professionally. We are extremely proud of

our leadership-focused culture which fosters a dedicated, approachable and collaborative way of

working. We offer the opportunity to progress your career and study professional qualifications.

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Head of Accounts

This is a great opportunity for a driven and talented individual to make a real difference as part

of a dedicated and professional team. The position is best suited to a commercial yet technically

minded person who enjoys leading a team of professionals, whilst providing technical and

operational solutions to clients. The Head of Accounts will lead a team of qualified and part-

qualified Accountants and Assistant Fund Accountants, working on a range of matters providing

accounting and financial reporting services for established and new real estate and private

equity funds and associated special purpose vehicles.

The candidate will take overall accountability and responsibility for the accounting and

reporting needs of a portfolio of private equity and real estate clients and associated SPVs and

will liaise with the CFO and finance team of the funds, third parties (including auditors) and any

other external advisors necessary to ensure all issues are resolved and deadlines are met.

In addition, the candidate will also be responsible for the take-on and setting-up of new clients

coming into the team.

Key Responsibilities

Essential Duties and Responsibilities

Managing client relationships and administration

• To maintain and develop strong, lasting relationships with Langham Hall clients at

senior levels.

• Final escalation contact for clients with regular in-person client meetings;

• Take ownership of the portfolios of clients and customer relationships, implement

policies, procedures and checklists, ensure standards are high and deadlines maintained.

• Oversee preparation of:

• management accounts both at asset and fund level, including supporting files;

• consolidations;

• bank debt covenant reporting;

• production of monthly/quarterly NAVs;

• investor tax, CIS and VAT reporting;

• cash flow forecasting work;

• statutory financial statements in accordance with IFRS, US or UK GAAP.

• Perform final technical review of work produced by team;

• Contribute recommendations for improving the organisation's operations;

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

• Organising take-on and set-up of new clients;

• Participate in team meetings with other Heads of Departments to manage the overall

business;

• Work effectively with other HODs to ensure smooth transition of work sourced by them

into the business;

• Act as CRM/GCRM for accounting clients to promote multi-jurisdictional / team

relationships and improve client deliverables and relationships;

• To be appointed as a director on certain client entities.

Assisting with the internal operations of Langham Hall Jersey

• Ensuring all regulatory and statutory reporting deadlines and filings are achieved;

• To take ownership of and responsibility for all internal reporting to the board;

• To effectively recruit employees and manage staffing levels within the team;

• To oversight and manage the performance of the accounts management team;

• To provide support and guidance to team members;

• Drafting of procedures and other internal documents;

• Assisting to build the general profile of Langham Hall in Jersey;

• Be an Authorised Signatory of Langham Hall;

People Management

• Prepare proposals, quotes and supporting information in conjunction with relevant ED;

• Effective leadership of a client facing team; supervision, coaching and mentoring of staff

members;

• Acting as a role model and providing support and guidance to Client Directors, Associate

Directors and Managers;

• Managing team workloads and ensuring that objectives are met;

• To manage performance of the team and provide support and guidance to team

members;

• To effectively recruit employees and manage staffing levels within the team.

Business Development

• Take forward established relationships with intermediaries with a view to strengthen

these relationships and building up a network;

• Be involved with presentations to new clients show casing the accounting team and its

performance/capabilities;

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

• Attend client meetings for the top five accounting clients to establish relationships with

those clients.

As part of your duties all employees must ensure adherence to internal policies and procedures

and meeting all personal AML obligations.

Person Specification

Qualifications

• The candidate will be ACA / ACCA / CIMA qualified with minimum of 5 years PQE

Skills and Experience

• Minimum 5 years experience within a senior position

Technical Knowledge

• Strong technical accounting skills, ideally gained within real estate funds or an asset

management environment;

• Strong people management and leadership skills;

• A full understanding of UK GAAP and IFRS and other relevant accounting standards, and

related preparation of statutory financial statements and auditor liaison;

• Ability to write reports, business correspondence, procedures manuals and performance

measurement reports at asset and fund level;

• Sound knowledge of reporting in accordance with industry standards such as INREV and

ILPA;

• Ability to solve practical problems and deal with a variety of situations for which there

may be little precedence;

• Excellent interpersonal and communication skills;

• Knowledge of Sun Systems is an advantage but not essential;

• A deep understanding of the agreements associated with private equity and real estate

structures and interpretation of terms within including LPA, debt documentation, sale

and purchase agreements, leases etc;

• Ability to effectively present information and respond to questions from peers, senior

management and especially clients;

• Internal systems, controls and procedures – training will be given on the internal

applications used and the job holder will become familiar with the controls and

procedures in place.

Benefits

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Langham Hall invests in people and developing them professionally. We are extremely proud of

our leadership-focused culture which fosters a dedicated, approachable and collaborative way of

working. We offer the opportunity to progress your career and study professional qualifications.

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Data Engineer

Role: Permanent /35 hours per week

The Data Engineer will design, build, and maintain enterprise-grade data solutions using Microsoft Fabric workloads and SQL Server, ensuring secure, efficient, and scalable data management. This role combines engineering expertise with database administration skills and a strong business focus to support the organisation’s data strategy and governance framework. The Data Engineer will work closely with business stakeholders to identify appropriate use cases and data workloads that deliver measurable value and support organisational objectives.

You will deliver the following outcomes:

l Implementation and ongoing management of central data models, applying Medallion architecture and Kimball methodology for scalable, governed, and business-aligned data pipelines.

l Proficient utilisation of Microsoft technologies, including Fabric (Data Pipelines, Notebooks, Dataflows, Lakehouses, Warehouses), T-SQL, and Power BI, to deliver timely, reliable, and high- quality data solutions.

l Development and maintenance of semantic models to support analytics and reporting.

l Administration and optimisation of SQL Server environments, including installation, configuration, patching, performance tuning, backup, and recovery.

l Application of best practices for data quality, integrity, and compliance, including role-based access controls and encryption standards.

l Facilitation of innovation and continuous improvement in data engineering and management across the JFSC.

l Effective engagement and collaboration with key stakeholders, resulting in a clear understanding of business objectives and data requirements.

You will add value to the organisation by:

l Bringing Data Engineering and DBA expertise to help the JFSC navigate complex data challenges, making them easier to understand and resolve.

l Developing strong relationships with internal stakeholders through high-quality data deliverables and effective communication regarding data opportunities and risks.

l Supporting the Data Manager in transforming the way the JFSC accesses, uses, and governs data.

l Championing a culture of data-driven decision-making and innovation, fostering collaboration and knowledge sharing among teams.

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

What will success in this role look like?

l The successful delivery of key data outputs, including robust pipelines, central data models, and well-documented Notebooks and variable libraries.

l The implementation of secure, compliant, and high-performing data environments aligned with organisational standards and business needs.

l The development of innovative solutions to time-consuming data processes, bringing operational efficiencies and improvements.

l Becoming a trusted data SME within the organisation, acting as an enabling partner to help stakeholders and the wider JFSC meet its strategic objectives.

l Demonstrable support for business objectives through the delivery of solutions that provide measurable value.

An excellent opportunity to work with a financial services regulator, understand the nature and type of activities performed in fulfilling this role across Jersey’s financial services industry. You willsupport the implementation of the JFSC’s Data Strategy and play a key role in the deployment and ongoing management of the data platform.You will have the opportunity to work with the latest technologies at a time when innovations in Data and AI are becoming increasingly critical to successful organizations.

Requirements

Are you suitable for this role?

This role would suit anyone with technical expertise in data engineering, database administration, data modelling (including Kimball and Medallion architectures), and the use of Microsoft Fabric workloads. Experience with business analysis, requirements gathering, and the ability to translate business needs into technical solutions is essential. Strong interpersonal and communication skills, a collaborative approach, and a keen interest in continuous learning and development are highly desirable.

Other information

Working in the JFSC will enable you to join a team people who have purpose, passion, and pride. It offers the opportunity to work alongside people, who are passionate about maintaining Jersey’s position as a leading International Finance Centre with high regulatory standards.

This clarity on our purpose is incredibly motivating and we leverage our core values of: Excellence, Professionalism, Respect, Integrity, and Teamwork to deliver our work. Our people are proud of their work and their contribution to Jersey.

If you are looking to make a difference, have a unique working experience and contribute to a bigger picture, then think JFSC; a diverse team of people who put their hearts and minds into what they do and have some fun along the way!

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Manager, Client Accounting

About Us

We are an independent and privately owned family office services provider, based in Jersey and supporting clients all over the world. Since opening our doors in 2013 we’ve brought a fresh approach to our market, through our progressive, flexible, and service-focused offer. Following strong and sustained growth, and receipt of an array of industry accolades, we’re now adding to our team. We are looking for a talented and dedicated colleague to join our experienced Client Accounting team who will thrive in an environment where their voice and contribution will be invited, heard, and appreciated.

The Role

Working closely with our Senior Manager and Head of Finance, this new role will lead a small Jersey- based client accounting team responsible for delivering high-quality, accurate and timely financial reporting and Jersey tax returns for our clients, while maintaining strong internal controls and compliance with regulatory requirements and policies and procedures. Candidates should have a strong focus on service excellence and enjoy supporting the growth and development of their team members, providing guidance and training on complex accounting matters and collaborating with stakeholders across the business to deliver the highest quality service to our clients.

Key Result Areas

• Foster a high performing team to deliver excellent levels of client service in line with the Crestbridge standards, procedures, and guidelines.

• Oversee the operational and financial performance of an assigned portfolio, ensuring internal KPIs and reporting requirements are achieved.

• Drive the team’s development while maintaining focus on personal professional growth.

• Be a role model and ambassador for Crestbridge Family Office Services.

JOB DESCRIPTION

Role title Senior Administrator

Reporting structure Reports to Manager

Location Jersey

Role requirements The post holder will manage and take responsibility for the administration of a diverse portfolio of corporate and fiduciary clients and ensure that client relationships and administration are conducted effectively and to a high standard.

Principal duties • Ensure that you have an understanding of the transactions you are working on • Ensure corporate records and statutory registers are correct and complete and all

on-going requirements are diarised and actioned timely • Assist with the effective management of day-to-day activities to include timely

processing of work, meeting transactional and internal procedural deadlines and managing WIP and debt collection

• Create and maintain effective working relationships with colleagues both in the immediate department and across the business

• Other ad-hoc duties as requested

Experience • Previous experience with some or all of the above tasks • Experience of working in a corporate services or fiduciary environment • Good working knowledge of Microsoft desktop software

Professional qualifications

• Hold or be studying towards a relevant professional qualification

Personal characteristics

• Good communication and interpersonal skills • Able to build relationships and work as part of a team • A positive and flexible approach • Ability to manage and prioritise tasks, time and people in order to meet deadlines • Ability to work independently

Conditions of work • 37.5 hours per week with 60 minutes per day for lunch – standard working hours are 9:00am – 5:30pm

Benefits • 25 days holiday entitlement with the ability to buy / sell 5 days per financial year • Discretionary bonus scheme • Private medical insurance (from day 1 with all previous conditions disregarded)

There is the option to add family members at candidates own cost • Permanent health insurance • Life assurance x 4 annual salary

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Compliance Senior Administrator

As well as being an experienced and integral member of the compliance team, the senior compliance administrator will assist with monitoring and developing the controls in place within Bedell Cristin that ensure compliance with all relevant statutory, legal and regulatory requirements.

Key Responsibilities

• Take ownership of any allocated tests within the Compliance Monitoring Plan and have the ability to identify any perceived risks to the business.

• Liaise with the business where required and document any queries raised as a result of the testing.

• Collaborate with internal stakeholders to address compliance issues, conduct risk assessments, and provide guidance on compliance matters

• Organize own workload to ensure that any compliance monitoring reviews are undertaken in accordance with pre-agreed timeframes

• Develop and implement compliance reporting mechanisms to track and report on compliance activities

• Respond to CDD and other onboarding queries from the business and Client Take-on team

• Assist with the training and education of employees, including new joiners, on compliance policies and procedures

• Maintain records and documentation related to compliance activities and audit

• Assist with enquiries from regulatory agencies and help to prepare for regulatory visits and investigations

• Stay informed about industry best practices and trends in compliance to ensure the firm's practices remain current and effective

Qualifications

More about you Qualifications

• Ideally educated to A level standard or equivalent

• Completed a professional/relevant qualification to Diploma level, an ICA qualification would be preferred

Knowledge/skills/experience

• A good awareness and understanding of local regulatory requirements and AML

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

• At least 3 years' industry experience

• Previous experience in a similar role and preferably within a legal environment

• Strong IT skills

Competencies

We would like you to have:

• Good interpersonal skills are required to develop close working relationships with colleagues and clients

• Strong prioritisation and time management skills and the ability to work under pressure

• Flexibility, energy and enthusiasm

• A solution driven attitude to problems

• The ability to organise and manage workflows and delegate as appropriate

• Ability to work methodically and accurately

In this role you will be expected to:

• Adhere to all policies, procedures and regulations including those around anti-money laundering and terrorist financing

• Have a willingness to continually develop your skills and knowledge

• Act in accordance with our values and core behaviours

• Flexibility, as occasionally you may be asked to work beyond your contracted hours to support urgent transactional work

Strictly Private and Confidential

Job Title: Parish Administration Assistant Reports to: Parish Executive Officer Organisation: Parish of St Lawrence Purpose of the Position To provide secretarial and administrative support in the Parish Hall administration office as required, including dealing with all public enquiries. Principal Accountabilities 1. Provide an efficient and timely secretarial and administrative support service to the administration

team and the Connétable in the general administration of the Parish Hall and various Parish Systems

2. Deal with as many enquiries, issues and administration related matters as possible, deciding as appropriate, whether to refer them to the Parish Executive Officer

3. Assist with the organisation of Elections as required 4. Assist with the organisation of official functions/events, plan and produce programmes, itineraries

and guest lists 5. Assist with ensuring that Parish properties are tidy and secure

6. Assist in the maintenance of the Parish website Background Information

The administration office is headed by the Parish Executive Officer who leads a small team of administrators responsible for carrying out administrative duties and record keeping for the Parish using various computer systems. This role is responsible particularly for working with the Parish Administration Officer in providing support to the Parish Executive Officer and Connétable and other officers in the performance of various Parish administration duties and functions. These are mostly about managing various computerised record systems but also includes occasional support in areas such as:

• Parish assemblies

• Procureurs’ meetings

• Roads Committee meetings

• Elections

• Branchage

• Rates Assessment meetings

• Etc. The position will, in the absence of the Parish Executive Officer, support the Parish Administration Officer in the organisation of such meetings and associated administration and follow up activity.

As part of the small administration team it will be expected that the successful candidate will assist with support on other administrative duties, particularly during staff holidays and peak workload periods.

Strictly Private and Confidential

As this position interacts with a wide range of Parish officials, parishioners and other contacts, communication skills are important as is the ability to develop effective working relationships. In addition, this role will be responsible, through the Parish Executive Officer and alongside the Parish Administration Officer, for ensuring that Parish property is kept in order and secure. This is a role that is closely involved in the fabric of the Parish community affairs. It is a full time role - (32.5 hours per week), although there will be a need for some flexibility in working hours and occasional attendance at events outside of normal office hours. Knowledge and experience required

The post holder will have a successful and demonstrable track record in a similar secretarial and administrative support role. The post holder will communicate effectively with parishioners, colleagues and other contacts both verbally and in writing and will have outstanding interpersonal skills in representing the Parish to the highest standards at every opportunity. An understanding of the workings of a Parish or government organization is of value but is not a prerequisite. The postholder must be familiar with and competent in the use of Microsoft Word and Excel and ideally have some experience of maintaining website content. The ability to develop necessary skills to be able to use specialist computerised Parish systems is essential. A very high degree of confidentiality is required.

Candidate Profile

• A track record in a secretarial or administrative role

• Ideally, some understanding of the workings of a Parish or of government

• Competent in using Microsoft Word and Excel

• Organizational skills in arranging events and meetings

• Strong communication skills with the ability to relate well at all levels of contact with others

• Able to work as part of a small team and to cover for absences

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Trust Officer

Job Summary

Responsible for the day-to-day administration of a portfolio of client companies and trust structures, ensuring accurate record-keeping, compliance with procedures, and delivery of quality service. Provide support to senior team members as required

Job Accountabilities:

Client Administration

• Manage routine administration of client companies and trusts, including maintaining records and statutory filings.

• Prepare standard bookkeeping entries and assist with basic financial reporting under supervision.

• Ensure client confidentiality and maintain accurate documentation.

• Liaise with intermediaries and service providers for standard queries.

Compliance & Risk

• Follow local regulatory requirements and internal compliance procedures.

• Report any issues or concerns promptly to senior staff.

• Ensure all tasks adhere to Praxis’ risk management policies.

Communication

• Respond to client queries in a timely and professional manner.

• Maintain clear communication with team members and escalate complex matters when needed.

Personal Development

• Participate in training and development opportunities.

• Keep up to date with relevant industry practices and regulations.

Minimum Education and Experience

• Educated to A level or equivalent.

• 1–3 years’ experience in fiduciary or administrative roles preferred.

• Basic understanding of offshore structures and willingness to learn.

Skills

• Strong organizational and time management skills.

• Attention to detail and accuracy.

• Good communication and interpersonal skills.

• Ability to work as part of a team.

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Senior Trust Officer

Job Summary:

To undertake the day-to-day administration of a portfolio of Client Company and trust structures.

From time to time to undertake specific additional tasks as advised. Work with the rest of the Fiduciary management team to improve profitability, limit both Praxis' and client’s exposure to risk and provide a quality service to clients.

Job Accountabilities:

Client relationship management

• Day-to-day administration of a portfolio of fairly complex client cases, including book-keeping entries and the preparation of some financial reports and statements

• Have a broad understanding of the principles and practices of offshore trusts, companies and related structures

• Ensure mutual understanding of client and Praxis' expectations and commitments at outset and throughout the relationship

• Develop long term, profitable business relationships with clients maintaining regular contact and ensuring client confidentiality is respected

• Liaison with investment advisors, asset managers and other third parties regarding client affairs as necessary

• Understand the principles of managing financial assets and how the performance of stock and currency markets impacts on client portfolios

• Critically review a set of company or trusts accounts or other financial reports

• Have a broad understanding of tax issues and jurisdictions as they relate to client circumstances

• Anticipate technical problems when dealing with client issues, think laterally and creatively to find solutions and, where necessary, seek expert advice

• Where appropriate, identify and communicate improvements that enhance service to clients and/or profitability to Praxis

• Develop a rapport with professional intermediaries and service providers in relation to the conduct of client business

Business Development

• Meet with existing intermediaries

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

• Develop the existing client base by understanding client needs through effective listening and questioning

• Demonstrate to clients the ability, supported by Praxis' skill base and other specialists, to provide advice on all aspects of wealth management

• Assist in developing new business opportunities by developing good working relations with professional intermediaries

• Keep up to date with changes in the market that have the potential to impact on offshore structures.

• Keep abreast of product and service developments that may enhance and add value to existing and potential client relationships

• Have a general awareness of financial and economic developments globally

Risk management

• Understand and apply local legislation relating to drug trafficking, money laundering, terrorist financing and in any other legislation that impacts on the conduct of fiduciary business within the jurisdiction

• Report complaints, operational risks, suspicions etc in accordance with local procedures

• Ensure that risk issues are reported to the Directors and Compliance as appropriate

• Understand, apply and adhere to Praxis' risk management policies and procedures and, where appropriate, be proactive in identifying and proposing improvements

• Assess and manage risk situations to avert potential risk issues for both clients and Praxis and to ensure that the assets of both are protected

• Ensure that client complaints are dealt with in a timely manner and at the right level

Corporate governance

• Actively champion Praxis' values by promoting a culture of professionalism, teamwork and leadership

• Have an understanding of Praxis' vision and the direction in which the Group is heading

• Understand how the role of each individual contributes to Praxis' vision

• Understand and acknowledge the need for change

Financial management

• Will be expected to achieve pre-determined utilisation targets (set as part of the annual budget process and notified to the individual via the appraisal/objective setting process)

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

• Balance the client’s needs with the Group’s commercial expectations both in developing strategies for clients and in the day-to-day management of their affairs

• Work to achieve the Group’s financial benchmarks

• Regularly review work in progress, deficits, aged debtors and bad debt write offs on client portfolio

People management

• Contribute effectively during meetings

• Support and advise subordinate staff within their area of responsibility

• Explain technical issues in a way non-technical people can understand

• Build morale and team spirit within Praxis

• Inspire others through own actions and behaviours

Personal development

• Attend seminars and workshops, read industry publications and advisory briefs and follow developments in wealth management to enhance professional and technical knowledge

• Shape own development by identifying areas to improve own knowledge and skills and actively seek assistance

• Develop techniques for coping with time/deadline pressures

• Maintain evidence of continuing professional development

Minimum Education and Experience

• The holder of this position should be educated to A level

• The post holder should have a minimum of five to 10 years’ experience in fiduciary services and qualify as a C category person under the JFSC guidelines.

• Good knowledge of offshore fiduciary services

• A proven track record in handling complex offshore fiduciary issues

• A proven track record in client relationship management

• Knowledge of compliance issues and the regulatory framework within which Praxis operates

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

New Business Manager

Job Summary:

To assist with the day-to-day running of new business within the trust administration department, before handover to the client administration teams. Dealing with a wide variety of tasks which will be of a complex nature, obtaining the various documentation required to establish/take on an entity or structure and the establishment of the entity or structure including all constitutional documentation. Act as an B signatory to client bank accounts and B signatory in respect of documentation required as part of establishment or taken on. Help develop and mentor more junior members of the trust department, in relation to new business processes. This job role is open to Manager or Assistant Manager levels.

Job Accountabilities:

• The day to day running of new business clients. Tasks will involve:

• Undertaking client discovery and application process.

• Ensuring that statutory records are kept up to date and are accurately maintained at all times.

• Reviewing and approving identification and obtaining all due diligence required for new business.

• Preparation of all necessary internal documentation (DTE, preparation of minutes/resolutions etc.), liaising with the new business committee to obtain sign off for client acceptance.

• Attend and present to the New Business Committee (Client Risk Committee) when necessary.

• Entity or structure establishment/take on process, including incorporation, appointment of officers, registry updates etc.

• Completion of the current stage 4 process, to undertake structure/client handover to the identified team who will provide ongoing admin services.

• Review and sign off stage 4 checklists where applicable.

• Responsibility to oversee the completion of the new business reporting, to present to RPs on a monthly basis.

• Liaison with RPs throughout New Business process and to attend meetings with clients and intermediaries, when required.

• Liaison with the clients and intermediaries both by telephone and in writing throughout the take on/establishment process (until our appointment and finalising any matters regarding the take on of the assets of the structure.

• Assist more junior staff with queries/problems, within the Trust Department.

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

• Assisting the Associate Director as necessary.

• Monitor work given to other departments who are assisting with the New Business process.

• Supervision of more junior members of the team (if applicable).

• To attend BD meetings, when required.

Minimum Education and Experience

• Educated to ‘A’ Level standard, or equivalent.

• A minimum of 5 years’ relevant experience

• Achieved or be studying towards a relevant professional qualification i.e., STEP Certificate/Diploma

Required Skills

• Strong written and verbal communication skills

• Good problem-solving skills.

• A strong team player

• Ability to work to deadlines with minimum supervision.

• Strong manager skills

To apply

We encourage you to apply well in advance of the deadline and if you are successful, we will meet with you as soon as possible.

Our Commitment to Diversity

We want you to bring your full self to work and maximise your potential. Praxis Group is a place where everyone can thrive, whatever their gender, ethnicity, disability, sexual orientation, and socio- economic background.