Job ID:
36215
Published date:
15-10-2024
Your search query
Your search has found 142 jobs
Location
Type
Job ID:
36326
Published date:
15-10-2024
Summary
Director/Adviser
Who we are and what we do can be found at www.hbfs.co.je
We are looking for high calibre candidates to take on the role of Director/Adviser.
The successful candidate will become a Director and Key Person of HBFS, as well as look after
some of HBFS’ existing clients and attract new clients to the company. This is considered a senior
role as the successful candidate will pay a big part in taking HBFS forward, bringing about further success.
The successful candidate will :
Be highly ambitious, highly motivated and driven. Hungry to achieve.
PCIAM or Level 6 Qualified- he/she will be classed as an Investment Employee ( Comply with JFSC regulations).
Have a very good understanding of pensions, investments, savings and protection products.
Work well within a team and have the ability to lead a team.
Preferably have experience of running a company, or definitely show the ability to do this.
Preferably have experience of working for an Independent Financial Adviser Firm
Have the ability and desire to grow a company, making himself/herself very successful as well as staff members.
Have the ability and knowledge to be a director of a regulated company ( by the JFSC).
Past experience of being a Board member would be good.
Can show commitment to past employers. ( we are not interested in ‘job hoppers’).
As mentioned above, only high calibre candidates will be considered.
Salary is expected to be a minimum of £120,000 plus discretionary bonuses to start with.
Formal bonuses will follow based on company performance.
Life cover and income replacement cover after first year.
Our higher basic salaries ( than our competitors) reflect the fact that we do not at present provide pension.
Job ID:
36322
Published date:
09-10-2024
Summary
This role aims to support the finance team in managing a portfolio of multi-jurisdictional entities, ensuring the company's financial objectives are met. The responsibilities include providing financial business support to Jersey and UK property businesses, processing transactions on accounting software, recording complex transactions, periodic bank reconciliations, reviewing the chart of accounts, carrying out financial projects, and assisting with other financial and operational duties.
The ideal candidate should have at least 2 years of relevant experience in a bookkeeping/accounts assistant role, hold a relevant bookkeeping qualification, have experience in internal finance roles, and have experience within the real estate sector. They should have high numeracy and sound technical skills, demonstrate ability to work independently or as part of a team, and have excellent IT skills and proficiency in financial systems.
The candidate should be adaptable, resilient, and able to support change management. They should demonstrate confidentiality, discretion, and the ability to work in a fast-paced environment. They should be willing to learn and operate new systems and processes, demonstrate problem-solving skills and initiative, and have strong attention to detail.
Job ID:
36314
Published date:
09-10-2024
Summary
Trainee Fund Accountant
The job requirements are detailed below. Where applicable the skills, qualifications and experience required for this job have also been included.
Job details
Contractual hours
36.25
Basis
Full time
Package
Full details of the benefits package will be communicated later on in the process
Job category/type
Funds
Date posted
24/09/2024
Job reference
RH00056
Job description
Job Purpose:
Working as part of a team, to assist with all aspects of accounting for a group of various private equity and real estate funds, along with corporate clients. The role will include the production of high-quality materials and timely responses to client queries.
The relevant person will be responsible for client accounting matters. In addition, to support the wider team with internal controls, policies and procedures. The role may also include the establishment and termination of fund structures, including due diligence collation and other ongoing administration items.
The team is growing and therefore the role will require an individual who is able to respond dynamically to changing requirements and to manage various requirements concurrently.
Principal Accountabilities:
- Work as part of a team alongside directors, managers and fund administrators;
- Responding to ad-hoc investor and client queries;
- Bookkeeping and assisting with the financial reporting process via the preparation of quarterly investor reporting and annual financial statements;
- Liaising with lawyers, directors, other administrators and regulatory authorities in relation to ad hoc transactions;
- Liaising with external independent auditors in connection with the financial reporting process and sign-off;
- Preparing reconciliations across subsidiaries in various jurisdictions;
- Preparing and issuing drawdown and distribution notices;
- Assessing and monitoring risks and provide feedback to management team to continually enhance controls;
- Liaising with internal functions and teams in respect of related queries;
- Preparation of the financial reporting materials for board meetings;
- Assisting with general administrative duties, including inputting of payments and processing of recommendations and AML/KYC procedures; and
- Any other reasonable duties that may be assigned.
Knowledge & Experience:
- Strong analytical and problem solving skills are essential, with excellent attention to detail as well as accurate and timely completion of work;
- Excellent interpersonal skills, strategic thinking with an emphasis on relationship building and communication at all levels within an organisation to facilitate and coordinate multiple deadlines through the maintenance of a cohesive team;
- Ability to be self-motivated and produce quality materials within tight timeframes and simultaneously manage several projects required;
- Excellent working knowledge of Microsoft Office packages and applications, particularly Word and Excel;
- Ability to manage own workload and prioritise accordingly;
- Flexible, with the ability to work to time pressures and react calmly to changing demands
Training:
- Where considered appropriate, external courses will be offered to support training.
- Subject to their probation requirements being fulfilled, the preferred candidate will be looking to enhance their knowledge via undertaking a professional qualification, which may be in the accountancy (e.g. ACCA or equivalent). In accordance with the terms of our training contract, support will be provided for the related qualifications including course attendance and examination time.
Job ID:
36310
Published date:
09-10-2024
Summary
1
ROLE PROFILE
Title: Administrator Business Function: Client Services - Trust Company Business
Reports to: Senior Administrator/Assistant Manager and Client Directors – Client Services
About Imperium Imperium Trust Company (Jersey) Limited (Imperium) is part of the Imperium Group, with offices in Jersey, Guernsey and the UK, providing a wide range of professional services to both private individuals and corporate clients. Our dynamic team brings levels of energy and a passion for service excellence that set us apart from our competitors, establishing a reputation for being approachable and for developing close personable relationships with clients and introducers alike. Our independent status, having no affiliation to a banking organisation, legal or accountancy practice or investment institution, means that Imperium’s service is wholly impartial. Our client base includes private families and institutional groups with a broad range of structures but with a common expectation of excellent customer service and care. Flexibility and service delivery is at the core of what we do and who we are.
Role To work closely with the Client Directors and their Team to ensure all client service functions are delivered efficiently and on a timely basis, taking specific responsibility for a small portfolio of less complex clients Client Services are delivered through semi-autonomus groups (Client Group) comprising 2/3 Client Directors, 2 Managers/Assistant Managers and between 4 and 8 Administrators, including Junior Administrators. While each Client engagement has a designated Director, Manager and Administrator, all members of each Client Group work collaboratively to deliver responsive, resilient, and exceptional Client Service, including regulatory adherence, billing, record maintenance, risk managements, CDD monitoring, client engagement and communications and task management.. Imperium supports the ongoing development of all staff and this would include the achievement of a Table 4 or Table 5 qualification.
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 Imperium’s 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 Imperium’s risk disciplines, ensuring that work is undertaken in adherence to the standards and quality required by Imperium and in accordance with the Imperium Risk Appetite.
• Participating in the DayBox process by which all Client activities and transactions are reviewed and authorised, thereby gaining a broad experience of all the elements of your Client’s activities and structures.
• Working with the Client Group to complete new business documentation and onboard.
• Preparing accurate minutes for Client entity transactions.
• Charging time daily and accurately in PlainSail.
• Meeting chargeable time targets.
• Carrying out cash collections in relation to bills and debt collection effectively and in a timely manner.
• Completion of periodic Client Risk Assessments.
• Attending seminars, presentations and events as appropriate.
• Taking responsibility for own personal development, including meeting CPD requirements, in line with agreed annual performance objectives.
• Championing and actively modelling the Imperium values and behaviours.
Key Qualifications, Skills, and Abilities Required for the Role
• Capable of registration as a Category C Employee under the JFSC Trust Company Business Code of Practice Schedule 1:
• At least two years relevant experience; and
• Either holding or working towards a Table 5 qualification - https://www.jerseyfsc.org/industry/guidance- and-policy/professional-qualifications-trust-company-business/
• Based in Jersey.
• A willingness to develop sound knowledge of relevant regulatory requirements applicable to Jersey Trust Company Business.
• High standard of oral and written communication skills.
• High level of accuracy and attention to detail.
• An enquiring and analytical mindset.
• Strong task and diary management skills with a focus on task completion and delivery.
• Good interpersonal skills with the confidence to approach people at all levels of seniority.
• Appropriate and accurate use of systems.
March 2024
Job ID:
36317
Published date:
09-10-2024
Summary
This is a great chance for a skilled person to join a hard-working team as the Fund Administrator.
The Administrator's duties include managing and administering real estate and private equity funds, as well as special purpose vehicles (SPVs), limited partnerships, and other similar entities. Participation in creating and maintenance of investor registers, production and maintenance of records, management of client connections, and investor detail maintenance are key duties.
The ideal applicant will have a background in business secretarial work, a minimum of a 'A' level education, and relevant work experience in real estate or private equity/trust.
For more on this role, get in touch with us today.
Job ID:
36320
Published date:
09-10-2024
Summary
When it comes to driving and managing organisational change efforts within a corporation, the job of a Change Manager in Tech & Transformation is crucial. In addition to outstanding leadership and communication abilities, the ideal applicant will have extensive experience in change management approaches. This position is part of a team of highly competent project managers and information technology experts. The tech & transformation team is crucial in integrating technology into the organisation, which is central to the firm's strategy.
Key duties would be assisting the Transformation Project Manager with change management, developing and implementing strategies, coaching and supporting project teams and leaders, assessing change readiness, creating and executing communication plans, creating and maintaining a network, and staying up-to-date with industry trends and best practices in transformation, technology, and change are all part of the job description. You'll also be responsible for monitoring and evaluating the effectiveness of change initiatives.
A bachelor's degree in a relevant field and relevant professional qualifications, such as Prosci, are required. Proven experience as a Change Manager, the capacity to develop and execute change management strategies and plans, experience in conducting change impact assessments and developing change management interventions, the ability to coach and support project teams and leaders in change management practices. Strong analytical and problem-solving skills are all essential skills.
Interested in this exciting role? Get in touch today.
Job ID:
36318
Published date:
09-10-2024
Summary
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
Business Systems Implementation Manager – Fund Administration
As the Business Systems Implementation Manager, you will play a crucial role within the Ogier Global Fund Administration team, directly reporting to the Business Systems Implementation Director. This position is instrumental in designing and implementing the core financial system framework, encompassing processes and reporting mechanisms. This enables the expansion of our services across Ogier Global, ensuring we continue to deliver exceptional value and innovation to our clients.
Key Responsibilities
• Project Leadership: Lead and manage business implementation projects from conception to completion, ensuring they are delivered on time, within scope, and budget. Act as the primary liaison between the fund administration team, IT, and external vendors. • Investran Expertise: Utilise deep knowledge of Investran to optimise fund administration processes, including fund accounting, investor reporting, and data management. Ensure the software is effectively integrated and utilised to its full potential. Knowledge and experience with other systems will also be beneficial. • Process Improvement: Identify opportunities for process improvements and efficiencies within the fund administration department. Develop and implement strategies to enhance operational effectiveness and client satisfaction. Support on the development, testing, and implementation of system enhancements and new systems, contributing to the project's success. Support the development of reporting solutions, both for existing and new systems, working independently and collaboratively to create solutions that can be applied across the group to improve service delivery • Stakeholder Management: Work closely with internal teams and external clients to gather requirements, communicate project progress, and address any issues or concerns promptly. • Training and Support: Provide Investran training and ongoing support to the fund administration team. Ensure staff are proficient in using the software and are aware of best practices. • Compliance and Risk Management: Ensure all business implementation projects comply with regulatory requirements and company policies. Identify potential risks and develop mitigation strategies.
Skills, Knowledge and Expertise
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 ideal candidate will have a minimum of 5 years' experience in Private Equity fund administration and hold a relevant professional qualification.
Previous experience working with Investran, with a strong understanding of its application in fund administration processes is required. Being proficient in MS Office and being familiar with programming languages such as VBA, VB Script, SAS, and Transact-SQL is desirable but not mandatory.
Strong analytical and problem-solving abilities with excellent project management skills will be beneficial.
About Ogier
Ogier provides legal advice on BVI, Cayman, Guernsey, Irish, Jersey and Luxembourg law. Our network of locations also includes Beijing, Dubai, Hong Kong, London, Shanghai, Singapore and Tokyo.
Legal services for the corporate and financial sectors form the core of our business, principally in the areas of banking and finance, corporate, investment funds, dispute resolution, private equity and private wealth. We also have strong practices in the areas of employee benefits and incentives, employment law, regulatory, restructuring and insolvency and property.
Ogier's corporate administration business, Ogier Global, incorporates and administers a wide variety of vehicles including public and private companies, partnerships and trusts.
Ogier is based in 13 jurisdictions including Beijing, BVI, Cayman Islands, Dubai, Guernsey, Hong Kong, Ireland, Jersey, London, Luxembourg, Shanghai, Singapore and Tokyo.
Job ID:
36321
Published date:
09-10-2024
Summary
Our client is seeking a talented individual to join a dedicated team for a 3-month contract.
The role involves a range of CDD and Periodic Review activities, ensuring compliance with regulatory obligations and risk management objectives.
Key responsibilities include completing scheduled reviews for investors, UBOs, and controllers, raising action points, supporting briefings to Administration teams, collaborating with internal stakeholders, and updating client records in line with policy and procedure. The candidate must also support the wider compliance team with the Periodic Review Process. You will also participate in meetings, complete reports and compliance documentation, and write reports, business correspondence, and procedure manuals.
Qualifications required include previous experience in CDD, KYC, AML/CFT/compliance and risk environment, excellent communication skills, attention to detail, and independence.
Training on internal systems, controls, and procedures will be provided, but familiarity with regulatory requirements is preferred.
to find out more, get in touch with us today.
Job ID:
36311
Published date:
09-10-2024
Summary
Accounts Preparer/ Client Accounting
About Dominion
Dominion is a specialist global provider of outsourced corporate, fund and private client
administration, reporting and fiduciary services. Dominion has grown to become one of
the leading providers of innovative and compliant solutions in Private Wealth, Pensions
and Trust & Corporate services from within Europe, the United States of America and
the United Kingdom. Dominion serves a sophisticated global client base throughout the
United Kingdom, the United States of America, Middle East and Europe from their offices
in Geneva, US, Jersey, London, Malta. Clients range from individual private clients to
large multinational corporations.
With over 100 staff across their offices with the principals being qualified Accountants,
Lawyers and Investment or Tax specialists, Dominion delivers through its people. The
depth of technical expertise is unparalleled within the industry and enables them to
develop propriety structures specifically designed for the client’s individual
circumstances.
For more information about Dominion please visit
www.dominiondomore.com
Reports to: Client Accounting Manager
Role Summary
➢ To assist in meeting the Client Accounting team deliverables, on time, effectively and
efficiently and assist the Client Accounting Director with any ad hoc reports.
➢ To ensure all Client accounts are prepared within a 12-month deadline.
➢ Escalate any overdue accounts or difficulties in receiving files to Director or Funds
AM.
➢ To continue studying towards ACCA
Key Responsibilities
➢ Assist with any day-to-day bookkeeping issues the PC team has;
➢ Ensure all Asset Statement delivery on time with Director supervision;
➢ Assist the Junior Accounts Preparer clearing review points;
➢ Ensure weekly target of 5 – 10 accounts files are signed;
➢ Responsible for assisting in meeting ALL client Accounting deadlines;
➢ Keep Admin Queries to a minimum, i.e. Under 30 at all times where possible within
the CA team control;
➢ Actively work with PC admins to ensure on time delivery of accounts files;
➢ Plan & prioritise workloads to ensure ALL deadlines are met;
➢ Train junior members of Client Accounting team;
➢ Overall ownership, responsibility & accountability for the Accounts Tracker;
➢ Provide direction and motivation to junior members of staff and lead by example;
➢ Ad hoc project work as directed by the Client Accounting Director and Funds AM.
Key Competences / Skills / Experience / Behaviours Required
➢ Professional in their approach;
➢ Strong team player;
➢ Enthusiastic;
➢ Strong IT skills;
➢ Excellent attention to detail and accuracy skills;
➢ Can work under pressure;
➢ Self-motivated and pro-active;
➢ Ability to work independently and prioritise workload;
➢ Studying towards ACCA/ACA/CA qualification;
➢ Minimum of 2 years experience in Client Accounting; and
➢ Experience with Navision
Dominion. Do more.
© Dominion Fiduciary Services Limited 2020. Dominion Fiduciary Services Limited and its affiliates are
regulated by the Jersey Financial Services Commission.
We do more to go the extra mile
- 2024.06.05 - Accounts Preparer JD JERSEY
- Slide 1
- Slide 2
- Slide 3
- Slide 4
Loading...
Loading...
Loading...
Loading...
Loading...