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

Civil Litigation Lawyer - Dispute Resolution You will undertake fee earning work and effectively manage a portfolio of client matters. You will be able to identify legal and factual issues in cases and help to produce a plan as to how the client’s aims can be achieved. Tasks will include providing representation in all Courts on client matters, researching legal issues, providing legal support and advice to clients and developing and marketing the Dispute Resolution team.

Role requirements:

• Minimum of 5 years' experience working within a similar environment.

• Ability to manage a diverse and complex caseload of civil litigation matters.

• Demonstrates consistently high standards of work and professionalism.

• Exceptional interpersonal and communication skills, both written and verbal.

• Competent in the use of Microsoft Office packages (Word, Excel, etc.)

• Entitled or Entitled to Work status.

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

Trainee Trust Administrator Job description

Job Purpose:

To assist with the administration of a portfolio of private client trusts and companies under the supervision of the Manager.

Principle Accountabilities:

• Always strive for excellent client service and delivery

• Preparing payment packs and making payments

• Bookkeeping under the supervision of a Senior Administrator/Assistant Manager

• Assistance with the preparation of trust and company accounts under the supervision of a Senior Administrator/Assistant Manager

• Scanning and collation of documents required for new investments and accounts

• Communicating with intermediaries by email, letter and telephone

• Assistance with the preparation of reporting to clients

• To ensure that timesheets are completed on a daily basis

• To achieve chargeability, WIP, recoverability and debtor targets within deadlines set

• To apply internal risk management procedures

• To know the main contacts and build good relationships with clients and other service providers

• To know the needs and schedule of the client in order to anticipate some requests

• Any other reasonable duties that may be assigned

Skills, knowledge & Attributes:

• Good interpersonal, written and verbal communication skills, with the ability to communicate at all levels

• Well organised - with accuracy and timely completion of work

• Good administrative skills are required

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

• Strong numeracy skills are essential

• Ability to adapt to a variety of work on a number of clients

• Flexible, with the ability to work to time pressures and react calmly to changing demands

• Good working knowledge of Microsoft Office packages, particularly Word and Excel

• To be brave enough to ask questions and raise issues appropriately

• To look for information and for (external) procedures related to applicable legislation

• To show interest in the structure in place and try to understand it

• To show interest in the transactions and operations carried out and try to understand them

• To be aware of the limits of his/her decision-making entitlement and not to take risks in this regard

• Team player

1

Integritas Wealth Partners provides bespoke wealth management services. The term “Partners” refers to how we work with clients to help them meet their financial goals, while developing an understanding of what is important to them, their values and their aspirations. We are focused on developing long-term relationships based on trust and integrity and take pride in placing our clients’ best interests at the forefront of everything we do. The culture of Integritas revolves around understanding and acknowledging that we work for our clients and our clients alone, and by acting in their best interest is to act in our best interest over the long term. We articulate the value in our service and are clear that our clients pay for our service, by outlining the long-term benefits of advice, and impact on their financial and emotional well-being a positive relationship with a wealth adviser can have. Our longer-term vision is to be the most trusted and largest independent wealth adviser in Jersey, with growth through long-standing relationships based on trust. Integritas is committed to setting high professional standards and places strong emphasis on ensuring that industry knowledge remains relevant and current. Advisers of Integritas are experienced wealth management professionals, having worked at leading global financial institutions, and regularly contribute to local professional bodies’ CPD programs. Integritas Wealth Partners is also an appointed adviser of St. James’s Place International, part of the award-winning St. James’s Place Wealth Management Group, a new and exciting development that allows us to be able to advise clients in relation to certain St. James’s Place International Products that are usually only available in the UK through members of the St. James’s Place Partnership. The combination of market-leading solutions and local expertise with a deep understanding of our clients’ needs provides the strength and flexibility in this ever-changing industry.

Integritas supports local community sport and are proud sponsors of First Tower United Football Club, Integritas Hockey Club, Integritas Cricket Club, St Ouen Springfield Cricket Club and the Jersey Pétanque Association. Integritas are committed to Jersey and to Jersey Sport and are supporters of Jersey Red Athletic RFC, in addition they were the proud sponsors of the Jersey Reds for the 2019/20 and for the 2020/21 season. In August 2022, Integritas were excited to announce that they have collaborated with Snap Design & Digital and signed a three-year sponsorship deal as joint headline sponsors for the Jersey Pétanque Association. The sponsorship deal has contributed to the Jersey Pétanque Association launching a brand-new identity, promoting a new era in the development of the sport.

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Integritas Wealth Partners aspires to be a leader in contributing to the local community. In addition to our work in the community which has included volunteering, sponsoring local organisations and regular fundraising for local charities, the company has made charitable giving an important part of the culture of the business from its incorporation in 2017. From 2017 to 2022 the firm supported local charities through charities of the year and raised and donated over £12,500 in these early years for the fledgling firm. In 2023 the Integritas Charitable Trust was established to enable all the stakeholders of the company; the team, clients, partners and community we work in, to say in the charitable work we do with the purpose of providing charitable grants to the community. The Trust opens for grant applications one period each year. In June 2024 the Integritas Charitable Trust were thrilled to announce their first round of charitable grants, totaling £6,108. Support 10 Jersey charities making a positive impact in our local community. Integritas Wealth Partners is regulated by the Jersey Financial Services Commission – Incorporated in Jersey, Company No. 123205

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Employer: Integritas Wealth Partners

Job title: Wealth Support Officer

Reports to: Edward Kane, Operations Manager

Direct reports: None

Main location: Ground Floor, 13 Broad Street, St Helier, Jersey JE2 3RR

Contract tenure: Permanent

Role purpose: To provide administrative and marketing support to the Support Team to ensure that the Partner’s relationships between their clients can be optimised, organise the technical task, illustrations, reports and assist with the daily operation of the office.

Key duties and responsibilities:

 Research the most suitable providers and products to meet clients’ needs using research tools as appropriate and as advised by the Partner

 Obtain quotations from product providers and provide illustrations and product information to the Partner as required

 Prepare files including: compliance required documentation; research; illustrations; supporting documentation, prior to sale

 Ensure that files are complete post-sale with all required client identification documentation and necessary application forms

 Process applications accurately and record the required management information

 Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner

 Maintain accurate client information, files/records, ensuring that clients are placed into the Salesforce, our core Client Relationship Management system as agreed with the Partner

 Prepare portfolio valuations as requested  Provide administration support to the Partner / Operations

Manager / Client Relationship Director as required  Support the day-to-day business operations within the Practice

 Project a professional image in both appearance and attitude and provide quality support on time to agreed standards

 Attend and contribute to regular update meetings with the Partner / Operations Manager / Client Relationship Director

4

 Ensure office stationery/equipment is of sufficient quality, quantity and up to date

 Maintain technical competence at an appropriate level to meet the requirements of the role

 Maintain a good working relationship with colleagues, clients and third parties

 Self-development utilising the St James Place development courses and studying towards professional qualifications if applicable

 Manage the practice’s digital presence across approved channels including the website, LinkedIn, directory and search;

5

Special requirements:

Occasional travel to St James’s Place

office in UK

5 years residency required

Person specification:

Knowledge and experience:

 Previous work experience within an office or a customer facing role preferable

 Educated to A Level standard, C grade minimum  Broad experience of Microsoft Office (Outlook, Word, PowerPoint,

Excel)

Skills and behaviours:

 Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly

 Excellent written communication skills  Able to transpose information accurately  Strong numeracy skills  Good organisation skills  Exceptional attention to detail  Manages time effectively with the ability to multi-task  Keeps calm when faced with conflicting demands and

handles these effectively  Always demonstrates a positive attitude  Works well on own tasks as well as on shared goals as part of a

team  Open to change with a creative approach to problem solving  Confident in dealing with third parties and can work with total

discretion

Required Competencies:

o Quality Focus: Takes personal responsibility for the quality and timeliness of work and achieves results with minimal supervision. Stays focused on tasks in spite of distractions and interruptions.

o Teamwork: Promotes cooperation and commitment within a team to achieve goals and deliverables.

o Embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems.

o Developing Self and Others: Demonstrates an ongoing commitment to learning and self-improvement.

o Communicating Effectively: Understands and learns from what others say and conveys ideas and facts using language the audience will best understand.

o Planning and Organising: Manages own time, priorities, and resources to achieve goals.

o Client Care: Builds and maintains a first-class experience for the client through the products and services offered by the business.

6

Last updated: 23/12/2024

Next review date: 23/12/2025

This role profile sets out the scope and main duties of the post at the date on which it was drawn up. Such details may vary from time to time without changing the general character of the post or the level of responsibility entailed. Such variations are a common occurrence and cannot of themselves justify a reconsideration of the level or remuneration of the post. All employees of the Practice are expected to be flexible in undertaking the duties and responsibilities attached to their role and may be asked to perform other duties which reasonably correspond to the general character of their role and their level of responsibility.

Job Description

Job Title: Community Development Officer

Reports to: Policy & Client Promise Lead Overview Andium Homes is Jersey’s largest landlord, and manages more than 4,900 rental homes, providing excellent

and affordable accommodation and highly valued landlord services for more than 10,000 islanders, alongside

an annual programme of assisted purchase sales. We are also Jersey’s largest developer with a programme

of investment which has delivered over 1,100 new homes and over 500 major refurbishments, and will

continue to deliver a significant number of homes for islanders in to the future.

Andium Homes is a company limited by guarantee, wholly-owned by the States, represented by the Minister for Treasury and Resources. Andium is a not-for-profit housing provider, all our revenue comes from the rent

paid by our tenants and our property sales. We return £29m of our income to Government each year. With a challenging Business Plan to deliver, and plans for significant growth, we are looking for excellent individuals to supplement our small, but dedicated, team of housing professionals. Our Vision

• Great homes and services for all who need them Our Values

• Client obsessed; We are obsessed with delivering an excellent and consistent client experience – every time!

• Results driven; We work hard to deliver tangible, commercial and sustainable benefits to our clients’ and for our Island, in collaboration with our key stakeholders.

• Passionate; we are passionate, dynamic, and proud to be part of Andium Homes

• Resilient; We are resilient, positive, and self-motivated when working in a fast paced and ever- changing landscape.

• Courageous; We are courageous, pro-active and enjoy pushing the boundaries, in design, innovation and service delivery.

• Act with integrity; We act with integrity and honesty and build mutual trust and respect amongst ourselves, with our clients, our Guarantor, and other stakeholders.

The Role The Tenancy Sustainment Team provides a comprehensive and co-ordinated service which supports our clients in maintaining their tenancies. Tenancy Sustainment focuses on the two key areas of Tenancy Management and Community Engagement. The Community Engagement Officer will be responsible for supporting and developing activity and

connections that help to build resilient, engaged, and interwoven communities across Andium’s stock. They

will also be integral to the team that receive anti-social behaviour / nuisance complaints and investigate such

complaints within agreed procedures, working with tenants, and other agencies where appropriate to a find a

best resolution for the individual clients and the wider communities in which they live. Evidence demonstrates

that clients who are engaged in their communities are less likely to generate complaints from or towards their

neighbours, and that estate standards are higher with fewer vandalism or fly-tipping reports, as such, the post

holder will be central to monitoring Andium’s progress in this area.

We are looking for an enthusiastic individual with relevant work experience and skills. This challenging role is at the very forefront of our commitment to client service excellence and providing great homes.

Principal Accountabilities

• To manage anti-social / nuisance cases and investigate those allocated in a timely, efficient way to

the point of closure or escalation, demonstrating a high level of respect and professionalism to all

tenants involved and partner agencies.

• To prepare and serve statutory notices pursuant to Article 12(2) of the Residential Tenancy (Jersey)

Law 2011, regarding breaches of tenancy.

• To collaboratively work with colleagues to achieve client, team, or company goals when challenges

have been identified or clients have specific requirements.

• To accurately record all case notes and actions undertaken throughout the investigation for caseload

in QL, Contact Records Management System.

• To prepare detailed eviction reports for legal representative and attend Magistrates Court during legal

proceedings.

• To embed themselves in key Andium communities, develop networks and find existing places and

hubs of connection – mapping key community assets and discovering areas of need, including mixed

tenure estates.

• Identify organisations and build relationships with them in order to establish initiatives to address areas

of need

• To work with existing community groups and activities to increase participation, access, and

collaboration and propose new community building activities

• To build a volunteer base around Andium and our partners’ community work – working with existing

and newly engaged citizens and passing on skills and knowledge in community building.

• In support of great placemaking, deliver community hubs on identified developments by overall co-

ordination of the use of community amenities and engagement with charitable/community partners

• Management of the ‘Inspiring Communities Grant’; assessing and recommending suitable applications

for approval

• To undertake any other duties that may be required. These may be varied from time to time to meet

the needs of Andium Homes.

Knowledge and Skills

• Educated to A-level standard or professional equivalent

• Excellent networker and natural connector, driven by a desire for collaboration, cooperation and integration between different organisations, agencies and different sectors of the community; with the skills and drive to work across silos and sectors.

• High degree of empathy, emotional intelligence, and a strongly adaptive relational style – able to relate effectively to people from all walks of life.

• Strong communicator who is able to explain complex ideas in simple and engaging ways to people from a very wide variety of backgrounds, ages and nationalities. A skilled influencer with a well- developed persuasive communication style.

• Well organised, with the ability to keep detailed records of meetings, interactions, decisions and contacts and communicate them accurately and clearly in writing or verbally to tenants, colleagues or third parties.

• Exercises sound and rationalised judgement in managing complex situations that require analysis, interpretation and comparison of a range of options.

• Excellent self-management skills and highly action orientated, self-motivated and able to stay focused on tasks and outcomes along with a proven track record of effective team working.

• Experience of working with people with a wide range of needs and vulnerabilities with an awareness of safeguarding policies and procedures.

• Understanding of issues related to inequalities and a track record of promoting inclusion and access for underserved and disengaged communities/individuals.

• A high level of computer literacy, especially in Excel, together with the ability to master bespoke packages with training. Able to use spreadsheets to present and analyze data with clarity and accuracy.

• Ability to interpret complex documents e.g., different tenancy agreements and related terms.

• Prior experience in an investigative/research field would be an advantage.

• A sound knowledge of the Residential Tenancy Law (Jersey) 2011 and other relevant legislation

• The candidate must demonstrate an understanding and alignment with Andium Homes values and attributes and behaviours that evidence an ethos suitable to the diversity of challenges encountered by the company.

• Entitled to work residential status

• Clean Drivers licence

Discretionary Benefits

• Competitive Salary

• Training & Development

• Parking in town, if required

• Retail & Leisure corporate discounts

• Social Events

• 37 hours per week Monday to Friday

Subject to change

This Job Description & Discretionary Benefits are not contractual and may be subject to change without

notice.

Failure to fulfil the requirements of the role outlined above may lead to formal action.

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

Assistant Trust Manager – Senior Trust Manager Company Description

Welcome to HIGHVERN. We are an award-winning provider of private wealth, fund and corporate administration services.

Position

Key Accountabilities:

• Work closely with Client Directors on proactive entity management and maintenance from the late on-boarding stage through full structure life cycle, ensuring highest standards of service delivery

• Ensure data and records of all entities are up to date, accurate and in line with documented requirements, policy and procedure

• Delivery of all client work and client contact in line with Highvern’s vision and values and expected service standards, ensuring KPIs are up to date at all times

• Excellence of communication with clients and 3 parties whether verbal or written; demonstrating technical awareness and cultural affinity as appropriate

• Support highly effective fiduciary decision making incl thorough preparation of comprehensive and considered case input for discussion at Client Risk Forum, Investment Governance Forum and others as necessary

• Highly effective liaison with 3rd party service providers in execution of client needs and to build those relationships in support of future referrals

• Up to date and accurate time recording helping to meet utilisation and profitability targets; demonstrating appropriate commerciality in all dealings

• Undertaking appropriate reviews and workflows, addressing issues identified in a timely manner and sharing learnings with Client Directors and wider team

• Seeing risk review actions through to satisfactory resolution, and ensuring all regulatory filings are carried out accurately, and on time

• Skilled mentoring and knowledge share with more junior Client Management and Administration colleagues; role modelling appropriate group behaviours

Requirements

• Ability to act independently but knowing when to escalate & seek guidance • Positive collaboration with all Private Wealth colleagues & wider stakeholders • Director of client entities/affiliate members where required

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

• Ongoing compliance with all internal policies and procedures • Ongoing compliance with all relevant regulatory/legal requirements • Spotting cross-sell opportunities and liaison with Client Directors accordingly • Sharing of own client/structure knowledge with nominated alternates • Awareness and ability to act as fully effective nominated alternate for others • Maintenance of technical awareness and market developments • Effective contribution to group projects as necessary • Authorised client signatory in line with approved limits • Maintenance of CPD and up to date technical awareness • Occasional business travel subject to workload status.

Other information

• 5 - 10 yrs experience serving HNW international families • Good understanding of the issues facing HNW families and their structures • Proven ability in managing complex international fiduciary structures • Proven ability in working with related industry professionals • Full understanding of local trust & co. legislation and regulatory requirements • Good understanding of investments, property and other asset classes • Full awareness of Highvern policies and procedures • Highly effective and adaptive interpersonal skills • Collaborative team player • Strong awareness of KYC, AML, CFT and GDPR requirements • Good knowledge of and experience of working with NavOne • Good knowledge of doc. management principles and core MS Office apps

Preferred Minimum Qualification:

• STEP • ICSA • Accountancy • Legal

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 Manager – Investor Services Company Description

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long- lasting partnerships with our clients.

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

Job Description

Purpose of the job

The successful candidate will report into the Head of Investor Services, Ireland. The incumbent will work collaboratively and pro-actively within the Funds Services team in Dublin. Ocorian provides the full range of fund administration and accounting services, predominately to closed ended and limited liquidity fund structures.

The description of key responsibilities and tasks below is for guidance only and is subject as the role develops.

Main responsibilities

• Be an integral part of the Investor Services Team coordinating client service, taking responsibility for assigned deadline management and the overall quality of

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

deliverables to support Ocorian’s ever-growing and diversified international client base.

• Deliver high quality services to Ocorian’s clients for the full life cycle of operations, from take-on, to business-as-usual and on to termination.

• Ensure compliance with regulatory requirements and with the relevant short, medium, and long-term goals, objectives, and values of the organisation.

• Proactively support administrators in their day-to-day administrative tasks and aid with the more technical and complex administration queries.

Tasks (what does the role entail on a day-to-day basis)

Client service:

• Develop a high level of understanding of clients’ organisations; actively manage clients’ expectations in line with the client service agreements.

• Take responsibility to ensure the service delivery & client relationship management is consistently met or exceeded. Ensure team continues to adopt a proactive rather than a reactive approach to initiatives & client needs.

• Manage client issues ensuring appropriate resolution, including regular liaison with clients, relationship managers and other operational managers to provide a seamless service.

• Maintain relations with third parties - to include Client, internal relations with other departments and Auditors.

BAU:

• Assist with the day-to-day delivery of the operational and investor servicing function.

• Manage and complete client onboarding and transition as required.

• Assist with investor AML/CDD reviews as required.

• Process and/or review Fund Closes on core systems.

• Prepare and/or review investor capital call and distribution processes from calculation through to client approval of investor notices.

• Prepare and/or review checklists for all Investor Services activities.

• Ensure appropriate handling of fund manager and investor calls and queries.

• Prepare and/or review all activity within stated Service Level Agreements.

• Ownership, management, and development of strong and open client relationships.

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

• Represent Investor Services in client service meetings & demos, due diligence meetings, board meetings as required.

• Ensure the team and departmental procedures are operationally sound with an emphasis on risk reduction and compliance.

• Become involved in and drive implementation of projects related to Investor Services as and when required. Support in the design and implementation of operation automation projects.

• Manage resources to ensure all queries and tasks are resolved in a timely manner.

• Work as an effective team member with other internal providers to meet our key deliverables.

• Mentor, coach and support team members through leadership, motivation, and energy.

Qualifications

The knowledge and skills you need to excel in this position include:

• Educated to Degree level or equivalent.

• A minimum of 6 years’ experience of working within the Fund Administration sector, with a focus on private equity and closed ended fund structures.

• Significant A-Z operational experience gained in the alternative investment servicing space with experience in the core Investor Services functions.

• A strong working knowledge of AML and FATCA/CRS regulations.

• Proven ability in on-boarding clients, funds, and investors.

• Effective communication skills.

• Team Player.

• Excellent client service skills.

• Ability to work under pressure meeting challenging deadlines.

• Excellent planning and organisation skills.

• Flexible approach and attitude to work.

• Excellent attention to detail.

• A good understanding of Corporate Governance and risk mitigation.

• Microsoft Office skills with focus on Excel skills.

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

Additional Information

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.

• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.

• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.

• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.

• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

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 Associate - Private Client Company Description

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long- lasting partnerships with our clients.

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

Job Description

What’s In It For You

• Competitive salary

• Hybrid Working

• Flexible working hours

• Annual Salary Reviews

• Pension

• Private medical insurance

• Dental plan

• Life assurance

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

• Income protection & Critical illness

Purpose of the Job

The ideal candidate will be an ambitious professional who enjoys working with a small number of significant clients, delivering exceptional client service whilst adopting a positive attitude and working in a collaborative manner with colleagues and clients.

Main Responsibilities

• To take responsibility for the administration and accounting needs of a number of high net worth individuals and their associated investment and philanthropic activity.

• With the support of the managers, maintain an organised approach to addressing tasks in hand and ad hoc client requests.

• To deal with incoming correspondence expeditiously. Reference should be made to the relevant supervisor if the demands of the correspondence exceed capabilities.

• To manage risk exposure by ensuring Ocorian's policies and procedures are followed at all times.

• Be aware of the need for professional advice and have an awareness and understanding of local Regulatory matters. Escalating any uncertainty or issues arising promptly as appropriate.

• During periods of absence, ensure that colleagues are fully briefed of any anticipated activities which may arise and that adequate resources are available to the team to maintain a high standard of service to clients. Provide reciprocal assistance to the wider team to maintain a high standard of service, as required.

• To prepare detailed attendance notes of any telephone communication and circulate to relevant members of staff.

• When required, to prepare minutes and other meeting documents.

• To monitor the aged debt position of matters under administration and to liaise with the Accounts Department and Directors to ensure that a tight control is maintained over the value and length of aged debts.

• To ensure that periodic reviews of clients' matters are undertaken in accordance with the timetable set by the Director.

• To mentor and support the training of more junior members of staff with supervision and guidance from the Manager.

• Carry out any function/activity required by the Manager, Management team or Directors from time to time.

• Proactively undertaking projects and technical transactions as required.

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

Qualifications

• Educated to A level or degree standard.

• Ideally the post holder will have already completed or be willing to complete a professional/relevant qualification.

• Ideally a minimum of 3 years' experience in Trust and Company administration or a financial services environment.

• As a result of study and experience, possess a comprehensive understanding and strong technical knowledge of your current area of expertise.

• Strong numerical skills and an attention to detail.

• Strong IT skills.

Competencies

• A solution driven attitude to problems

• Ability to work under pressure and meet deadlines

• Ability to be responsive to dynamic client requests

• The ability to effectively manage and motivate staff.

• Excellent interpersonal skills and the ability to communicate effectively with clients and colleagues at all levels

• Ability to work using own initiative and make decisions within corporate policies.

• Strong time management and organisational skills.

• Be committed to continuing professional education.

Additional Information

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.

• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.

• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.

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

• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.

• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

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 Support Assistant Job Description

As part of a centralised team, the Business Support Assistant will provide high level, comprehensive and confidential administrative assistance to support two board level directors and the wider senior management team.

Our aim is to provide a seamless, efficient, and paperless service to internal and external clients with service excellence at the heart of all that we do.

Some of the things you will be doing:

• Maintain calendars, schedule, plan and organise logistics for meetings/events/conference calls

• Prepare/review/summarise/proof-read/distribute presentations, agendas, reports, documents and correspondence

• Travel and itinerary co-ordination, providing an end-to-end service

• Act as the focal point between internal and external stakeholders and determine appropriate courses of action

• Co-ordinate and partake in project-based work

• Assist with reasonable tasks associated with the role, including working closely with and assisting other team members

• Set up, attend and record action points for team meetings (management / all team) for directors

• Assist with the completion of timesheets for directors

• Process expenses for directors

• Assist with financial and new business management information

• Organise logistics for business development and client meetings

• Ensure the CRM (Salesforce) system up to date and track the new business pipeline

• Assist with new business proposals and pitch documentation for prospective clients and/or intermediaries

• Work as part of the team to provide administrative and office support

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

• Assist with internal and external event planning

• Co-ordinate and partake in project-based work

• Assist local committees such as (but not limited to) social, CSR, Diversity & Inclusion etc.

• Ensure that all work is conducted in accordance with Group internal procedures

• Ensure the shared electronic filing system is accurately kept up to date

What technical skills, experience, and qualifications do you need:

• A positive, open, collaborative, “can do” attitude. Self-motivated and highly professional, with the ability to take on responsibility and proactively find solutions to suit all parties

• Ability to work proactively, anticipating needs, managing workload independently with little supervision and achieving goals and deadlines

• Experience in a similar role with exposure to supporting senior leadership

• To maintain the highest standards of confidentiality and security

• Monitoring your own performance against personal and development targets

• Be adaptable and flexible in approach

• Effective team player who is able to work well as a team and on their own

• An understanding of and enthusiasm for supporting professional business development activities

• Excellent systems knowledge to include experience working with CRM systems such as SalesForce and online fee proposal generation tools

• Experience in organising smaller adhoc client events and entertainment

• An awareness of working across different time zones

• Strong academic background

• Have an intertest in commercial and new business

• Advanced knowledge of Microsoft office (PowerPoint) product suite, internet and email systems

• Excellent organisational and planning skills

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

• Exceptional interpersonal, communication and networking skills

• Outstanding attention to detail and accuracy

• Excellent client relationship building skills

About Us

CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®

Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other.

CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued.

CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers.

We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging,

CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC.

We encourage candidates to apply directly to our website and not through third-party sources.

Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.

Why Work with CSC?

At CSC®, we’re always looking ahead, finding ways to improve and anticipate the future needs of our customers. Curiosity fuels our innovation and productivity drives our results. This proactive mindset has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 120 years.

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

CSC is committed to attracting, developing, and retaining talented people whose personal values align with ours. We empower our employees to bring the right solutions to market to meet customer demand. That is why we are the premier provider of global solutions for more than 180,000 businesses.

• CSC is a great place to work with smart and dedicated people.

• We have been voted a Top Workplace every year since 2006.

• We offer challenging work and career opportunities. Most positions are filled with internal moves and employee referrals.

• Employees are eligible for success sharing, bonus, or commission plans based on role and individual performance.

• CSC offers a competitive and comprehensive benefits package as part of your Total Rewards that includes annual leave, tuition reimbursement, employee referral bonuses, and more.

• As business needs allow, CSC offers hybrid/remote work schedules in alignment with local regulations. Specific details for this position will be discussed during the interview 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

Assistant Manager, Executive Compensation Services Job Description

We want to grow future leaders and our highly experienced department is looking to recruit ambitious and forward-thinking individuals with a strong background in fund and/or incentive structures. We are looking for an individual with experience in managing and mentoring others, who wants a career that is challenging and offers an opportunity to specialise in a niche and growing area.

As an Assistant Manager you will have the opportunity to build relationships with a number of our key clients and support a growing team with developing and mentoring team members. There is variety in this role and, in addition to the day-to-day servicing of our clients and their structures, you have the opportunity to expand your knowledge and specialise in an area you have a particular interest in, for example, you could become a technical specialist, work towards becoming a people focused manager, get exposure to business development, or support our new business becoming an onboarding specialist.

Some of the things you will be doing:

• Collaborate with your team to manage a diverse portfolio of structures, demonstrate understanding of tasks and at all times following internal policies and procedures

• To work independently and use your own initiative, independently lead on client transactions and liaise with relevant third-party advisors and business partners

• Be approachable and accessible to your all team members, offering guidance and development when required and assist in any training needs

• Communicate openly and honestly with clients on a regular basis

• Review and manage the workload of team administrators on a daily basis reporting upwards to senior management

• Assist with appraisals and monthly objective meeting and be a mentor to junior staff members

• Pro-actively take on additional responsibilities and administration tasks as required by your manager and assist team members to enhance knowledge on a variety of clients within the team as and when requested

What technical skills, experience, and qualifications do you need:

• To have or be working towards a professional qualification e.g. ACA/ACCA/ICSA/STEP

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

• Experience in fund administration would be preferable however, we will consider individuals with a strong incentives background

• Committed and driven to achieving excellence for themselves, the team, and their clients

• Strong communication skills and the ability to establish good relationships with all stakeholders

• Ability to work effectively in a team

• Strong academic background

• Knowledge of local legislation/Corporate Governance

• Strong Microsoft Office 365 skills including Excel, Outlook, and Word

• Proactive in keeping up-to-date awareness of current industry issues

• A desire to learn and ambition to grow their role with CSC, becoming an expert in incentive schemes and sharing that knowledge with your team.

About Us

CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®

Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other.

CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued.

CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers.

We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging,

CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC.

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

We encourage candidates to apply directly to our website and not through third-party sources.

Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.

Why Work with CSC?

At CSC®, we’re always looking ahead, finding ways to improve and anticipate the future needs of our customers. Curiosity fuels our innovation and productivity drives our results. This proactive mindset has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 120 years.

CSC is committed to attracting, developing, and retaining talented people whose personal values align with ours. We empower our employees to bring the right solutions to market to meet customer demand. That is why we are the premier provider of global solutions for more than 180,000 businesses.

• CSC is a great place to work with smart and dedicated people.

• We have been voted a Top Workplace every year since 2006.

• We offer challenging work and career opportunities. Most positions are filled with internal moves and employee referrals.

• Employees are eligible for success sharing, bonus, or commission plans based on role and individual performance.

• CSC offers a competitive and comprehensive benefits package as part of your Total Rewards that includes annual leave, tuition reimbursement, employee referral bonuses, and more.

• As business needs allow, CSC offers hybrid/remote work schedules in alignment with local regulations. Specific details for this position will be discussed during the interview 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

Administrator, CLS, Corporate Services Job Description

The Position

Are you ready to take the next step in your career within a dynamic, forward-thinking environment? Join our Corporate Services team and become part of a growing, collaborative group at a highly respected global company.

Our Corporate Services division delivers director services, corporate administration, and company secretarial support to a wide range of multi-jurisdictional structures, providing the opportunity to regularly collaborate and interact with clients, advisers and colleagues from different locations.

Your Responsibilities

• Client Portfolio Management: Collaborate with your team to administer a portfolio of clients, learning from experienced professionals and building strong client relationships.

• Administrative Excellence: Assist with board meeting minutes, resolutions, payments, and other administrative duties, ensuring timely submission of statutory returns.

• Data Integrity: Maintain accurate and up-to-date client records while adhering to internal policies and procedures.

• Proactive Contribution: Gradually take on additional responsibilities, suggest innovative ideas to improve efficiency, and develop expertise in technical matters.

• Communication: Engage openly and honestly with clients, supported by your team, to deliver exceptional service.

As you grow, you’ll have access to the resources and support of a global organisation, including funding and paid study leave for professional qualifications, ensuring you reach your career goals.

Your Profile

• Relevant experience: You have some experience within the financial services sector

• Independence & Initiative: Confidence to handle tasks independently and solve problems effectively.

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

• Commitment to Excellence: A dedication to delivering high-quality work and exceptional client service.

• Forward Thinking: A proactive, solutions-focused approach to challenges and opportunities.

• Professional Development: A desire to study towards a professional qualification, such as CGI or STEP, or equivalent.

About Us

CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®

Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other.

CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued.

CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers.

We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging,

CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC.

We encourage candidates to apply directly to our website and not through third-party sources.

Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.

Why Work with CSC?

At CSC®, we’re always looking ahead, finding ways to improve and anticipate the future needs of our customers. Curiosity fuels our innovation and productivity drives our results. This proactive mindset has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 120 years.

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

CSC is committed to attracting, developing, and retaining talented people whose personal values align with ours. We empower our employees to bring the right solutions to market to meet customer demand. That is why we are the premier provider of global solutions for more than 180,000 businesses.

• CSC is a great place to work with smart and dedicated people.

• We have been voted a Top Workplace every year since 2006.

• We offer challenging work and career opportunities. Most positions are filled with internal moves and employee referrals.

• Employees are eligible for success sharing, bonus, or commission plans based on role and individual performance.

• CSC offers a competitive and comprehensive benefits package as part of your Total Rewards that includes annual leave, tuition reimbursement, employee referral bonuses, and more.

• As business needs allow, CSC offers hybrid/remote work schedules in alignment with local regulations. Specific details for this position will be discussed during the interview process.