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 - Investment Funds & Corporate Date: 5 Sept 2025

Location: Jersey, JE, JE4 8PN

Company: Walkers Global

We are a leading international law and professional services firm providing legal, corporate and fiduciary services to global corporations, financial institutions, capital market participants and investment fund managers. With a global presence spanning the Americas, Europe, the Middle East and Asia, we advise on the laws of Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey, Ireland and Jersey.

We treat everyone as the intelligent professional they are. Our approach is to trust and empower our people to deliver consistently, and enable them to succeed. Diversity is our secret weapon – it’s the sheer breadth of Walkers people that makes us who we are – gathered from across the globe and fluent in languages, jurisdictions and cultures that help us to mirror our clients and keep our own thinking in tune with the world in which we operate.

Overview of role

Walkers is offering a unique opportunity to an ambitious and technically strong lawyer to join its market leading global Investment Funds' business, and to assist in building out its Channel Islands' Investment Funds' practice so as to become the leading business in this respect in the region. The successful candidate will be based in the Firm's Jersey office and will work alongside leading practitioners in that office in expanding out the Jersey Investment Funds' business in line with the general expansion across all of the Firm's practice groups in the Channel Islands.

The available positions in the team are at Senior Associate level.

Duties, Responsibilities & Person Specification

• Senior Associate in the Firm's Investment Fund's practice in Jersey.

• Proactively assist in developing and expanding client relationships important to the Firm’s success and becoming a valued resource to clients. This will involve taking

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

ownership of the development of relationships with core clients and participating in Associate led business development initiatives.

• Participate in the development of the practice’s know-how, share knowledge and actively participate in conferences, seminars, client presentations and internal training.

• Provide technically sound advice and highly responsive service to clients, and support colleagues, Senior Counsel and Partners on all client matters.

• Maintain a sustained record of revenue generation and profitability; follow recommended billing rates- manage costs appropriately and ensure personal utilisation meets expectations.

• Adhere to the Firm's values and professional ethics and proactively seek resolution of conflicts.

Education, Skills & Experience

• Qualified lawyer with up to 8 years PQE experience in Investment Funds

• Excellent academics.

• Ambitious and commercially driven.

• Solid legal skills with an appropriate understanding of relevant market and client industries and technical knowledge of the relevant law.

• Excellent written and verbal communication skills.

• Ability to work successfully in a collaborative environment, a team player, willing to support others regardless of personal role or task and to help others in identifying needs and crafting development plans.

• High level of proficiency in Microsoft Office applications.

• Jersey Investments Funds' experience preferred but not essential.

• Ability to use legal precedents and timekeeping and billing systems.

• Ability to support efforts to attract new clients and develop new initiatives.

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

Administration Assistant Collaboration is key to how we work, and we are looking for an Administration Assistant to join our innovative Global Support team, to provide administrative and secretarial assistance to the Ogier team. This is an exciting opportunity to work as part of a global team in a growing area of the business. Our Global Support team is a group of like-minded professionals, tasked with supporting the business with all manner of administration including preparing documentation, updating systems, managing client interactions and responding to queries.

Key Responsibilities

• Typing of correspondence and formatting documentation;

• Ensuring current files are kept up to date (including filing of emails and correspondence, photocopying and scanning) and closing matters when concluded;

• Preparation of invoices, sending out to the client and follow up of payments with clients;

• Keeping business systems up to date;

• Managing client interactions and supporting Partners and their teams with client investigative work along with drafting client communications and legal documents.

• Organising in-house and external meetings along with travel as necessary;

• General printing/scanning and production of Court bundles where necessary;

• To work independently and take ownership of allocated administrative tasks and assist the fee earners and wider teams in the business;

• Be proactive in your communication and engagement with fee earners identifying opportunities the support with easing the administrative burden

• Apply process improvement training by documenting existing processes and identifying process improvement opportunities that deliver efficiencies and improve client experience.

• Mentor and provide training and support to colleagues

• Support IT and change project implementation through contribution to user acceptance testing, training coordination, system upgrades and process improvement sessions.

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 proud of the varied positions that our team members assume, primarily providing local support but also linking in with a global network of colleagues to keep the business moving forward.

Skills, Knowledge and Expertise

If you're interested in being part of a collaborative team, where there's a chance to develop your administration skills, then this could be for you. The ideal candidate will have previous administration experience (ideally in a legal or professional services environment). Individuals will need to have a tech-savvy outlook and be comfortable working within a busy environment where quality of work is key. You will need to have good organisational skills with an ability to efficiently and effectively manage your own time and prioritise your workload. Strong attention to detail is essential and you will need to be proficient in Word/Outlook, and ideally a working knowledge of Excel and PowerPoint.

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.

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/Senior Administrator - Real Estate Services At Ogier, we are deeply committed to fostering an open and progressive work environment, where our people-first culture continuously supports and enhances career development. Under the supervision of a senior team member, the successful candidate will work with team members in

delivering a range of corporate administration services to a varied portfolio of clients and related entities, managing the related workload to ensure that client requests for actions are responded to within a suitable timeframe.

Key Responsibilities

• The formation and ongoing administration of a portfolio of companies

• Preparation of minutes, resolutions and correspondence, coordinating of the timely execution of documentation, attending to statutory filings in accordance with applicable deadlines, maintaining statutory records

• Processing of bank payments, reconciliation of payment logs and approvals

• Production and circulation of invoices, fee collection and chasing debtors

• Pro-actively take on and support additional responsibilities and administration tasks as required by your manager or clients

• Supervise and assist in the training of Trainee Administrators and provide feedback and identify any additional training needs to your direct manager

• Absolute devotion to data integrity with attention to detail in all activity, with particular focus on utilising the systems to their maximum potential to drive efficiency and client service

Skills, Knowledge and Expertise

• 1+years’ relevant Real Estate experience

• Strong academic background, preferably Bachelor’s degree or equivalent. Ideally working towards or holding a professional qualification such as ICSA

• Excellent written and verbal communication skills

• Working knowledge of the MS Office package (Outlook, Word, Excel, Power Point). Experience in using Viewpoint would be an advantage

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

• Good understanding of the applicable statutory laws and other related legal and regulatory requirements, including anti-money laundering regulations

• Experience working with both Jersey and Guernsey structures

• Responsive and client focused with strong organisational skills and attention to detail. Ability to deal with tasks independently and use own initiative

• Must be committed and driven to achieving excellence for themselves, their clients and their team

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.

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 Fund Administrator - Open Ended Funds- FTC 03/10/2025

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

Job description

We are seeking an experienced, motivated individual with a minimum of 3 years’ experience in a funds environment to join our team on a fixed-term contract for a period of 6 months.

We are open to considering candidates at both the Fund Administrator and Senior Fund Administrator levels, depending on experience and suitability.

Job Purpose: To support the Manager and Open-Ended Investment Team in managing and administering two significant Open-Ended Investment Company (“OEIC”) structures.

Principal responsibilities:

• Always strive for excellent client service and delivery

• Preparation of all client deliverables including periodic valuations and reports

• Dealing with a varied range of client queries

• Book-keeping for a range of Investment funds

• Calculation of dividends payable on the Investment funds

• Calculation and payment of fees payable by the Investment funds

• Inputting payments using online banking systems

• KYC/AML checks on applicants for shares in the Investment funds

• Providing support to the Team

• Any other reasonable duties that may be assigned

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

Knowledge and experience:

• A minimum of 3-4 years’ experience working in a Funds environment

• Attention to detail to ensure work is of a consistently high standard

• Well organised – with accuracy and timely completion of work

• Good administrative and numeracy skills

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

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

• Working knowledge of Microsoft Office packages and applications, particularly Word, Excel and Access

• Ability to manage own workload and prioritise accordingly

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

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

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

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

• To understand structures in place

• To understand transactions and operations carried out

• Team player

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

Marketing Manager Responsibilities:

• Liaising and networking with a range of stakeholders; including but not limited to clients, colleagues, third party suppliers and providers;

• Implementing agreed concepts and visual imagery, ensuring the Group’s branding is consistent and cohesive throughout;

• Sourcing cost effective advertising opportunities, whether in traditional mainstream media or social media, to positively promote the organisation using thought leadership articles and profile raising activities;

• Produce valuable and engaging content for our website and marketing collateral that attracts and converts our target groups;

• Managing the production of marketing materials, including leaflets, posters, flyers, newsletters, and webinars;

• Writing and proofreading copy;

• Liaising with agencies including designers and printers;

• Arranging the effective distribution of marketing materials;

• Maintaining and updating internal CRM database;

• Organising and attending events such as conferences, seminars, receptions and exhibitions;

• Sourcing appropriate sponsorship opportunities for the Group to support which enhances and supports the Groups vision and values;

• Conducting market research, for example using client surveys;

• Contributing to, and developing, marketing plans and strategies;

• Evaluating marketing campaigns; producing data driven reports;

• Liaising with other internal departments and key stakeholders;

• Prepare marketing reports by collecting, analysing, and summarising sales data;

• Research competitive products by identifying and evaluating product characteristics, market share, pricing, and advertising; maintaining research databases;

• Monitor budgets by comparing and analysing actual results with plans and forecasts and measuring return on investment;

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

• Brainstorming and developing ideas for creative marketing campaigns; and

• Managing junior members of the team assisting with their development and performance reviews.

Competencies

• Excellent attention to detail and a well-organised approach to work;

• Strong time management and organisational skills;

• Verbal and written communication skills;

• Capability to work with numerical information, plus analytical and problem-solving skills;

• Diplomatic approach and the confidence to provide support and influence high- profile Company staff and Board members;

• Team-working skills;

• Integrity and discretion when handling confidential information;

• Sound grasp of marketing strategies and communications;

• Good commercial awareness;

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

• Ability to prioritise work and to work well under pressure and meet deadlines; and

•

IT Skills

• Microsoft Office (Word, Excel, PowerPoint, O365);

• Experienced user of digital marketing tools; and

• Experienced user of CRM databases and Content Management Systems.

Professional Qualifications and Minimum Relevant Experience

• Minimum of 5 years’ experience in marketing, ideally gained within the Finance industry; and

• Achieved or working towards a professional Marketing qualification e.g. CIM Diploma in Professional Marketing.

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 Administrator, Compliance Monitoring

Principal Responsibilities

• Carry out testing as required within the CMP in accordance with the CMP schedule, documenting all findings within the test sheets, for review by the CMP Manager, for Fairway Group and related client entities;

• Provide input into future improvements to the relevant CMPs, based on the testing conducted and observations made;

• Assist with the timely clearance of CMP findings, by proactively liaising with the business teams regarding actions to be taken;

• Assist with the preparation of compliance related management information and reports;

• Consider or suggest ways of improving internal procedures and practices encountered whilst performing the CMP testing;

• Provide back up support and assistance to other members of the Compliance team as and when appropriate;

• To champion a compliance culture within the Fairway Group;

• Assist employees with queries that may arise on AML / CFT / CPF or regulatory compliance matters; and

• Other projects as assigned and other duties that may be deemed appropriate to this role.

General Responsibilities

• Develop and maintain good relations with staff members;

• Ensure all work is conducted in accordance with internal procedures;

• Maintain the highest standards of confidentiality and security in terms of client affairs and records;

• Monitor performance against personal and developmental targets;

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

• Identify areas where further training would be beneficial and bring these to the attention of the Director & Head of Risk & Compliance;

• Ensure accurate maintenance of records;

• Achievement of objectives and KPIs;

• Maintain a record of Continuing Professional Development activity undertaken during each year;

• Undertake anti-money laundering training as required by internal procedures; and

• Maintain an awareness of regulatory and compliance related legislation and guidance in general.

Competencies & skills required

• Professionalism, dependability, integrity and trustworthiness combined with cooperative attitude;

• Possess a relevant professional qualification;

• Strong organisational skills with excellent attention to detail;

• Be self-motivated, adaptable and flexible in approach to the work;

• Minimum 5 years financial services industry experience;

• A team player and confident in dealings with others; and

• Demonstrable collaborative approach in order to assist in the implementation, maintenance and support of a compliance focused culture within the Company.

IT Skills

• Microsoft Office – mainly Word, Excel and Outlook; and

• Any other IT system deemed to be necessary for the role.

About Belasko

We are a proudly independent fiduciary and fund administration provider with offices in Guernsey, Jersey, Luxembourg and the UK. We launched in 2011 to provide bespoke solutions to institutional and private clients with a clear and unbiased focus on quality across three service lines: Funds, Corporate Services and Private Wealth. Today we employ over 100 professionals across each of our four locations and have ambitions to grow further, primarily through organic growth and also through targeted M&A activity where it is in line with our strategic vision. We have a clear focus to grow our Fund Administration offering to appeal to those fund managers looking for more peace of mind and consistency of delivery, particularly where client service standards might be falling with incumbent providers. To achieve this, we have developed a technology solution and on- boarding team that make it easy to transfer administrator, or set-up a new fund with complete confidence that we will plan the details with them up front.

Belasko Vision

Our vision is to be the next generation of fiduciary and fund administration partner.

Trusted and known for ‘getting it right’ and creating peace of mind for businesses and individuals through exceptional people working with the right technology.

Our Values

Transparency

We are always developing ways for clients to have more visibility and clarity.

Excellence

Our clients can rest assured that we are invested, capable and in control.

Innovation

We are constantly finding smarter ways to service our clients

Performance

Connected teams pulling together to make it happen for clients.

JOB DESCRIPTION

Job Title: Administrator

Department: Fiduciary Administration

Job Family: Fiduciary Reporting to: Manager Job Level: 2 CF

About the role

The purpose of the position is to work closely with the manager to assist them with all aspects of administration and client service in accordance with company policies and procedures.

The role will require regular interaction with staff at all levels across the Belasko Group, clients and third- party service providers and advisors.

Key responsibilities include:

Client Administration

• Opening bank accounts and processing bank payments across a variety of banking platforms in

conjunction with the Payments Processing team. • Dealing with routine client and bank queries and correspondence, including monitoring of transfer

instructions; • Completion of funds acceptance forms to correctly record receipt of funds; • Liaising with bankers; • Liaising with compliance to ensure the upkeep of client due diligence • Maintenance of statutory records • Preparation of general letters and e-mails; • Preparation of minutes and board packs • Arranging corporate documents to be notarised and legalised, where necessary; • Completion of periodic and annual reviews; • Assist with or compile packs regarding new business; • Provide day-to-day administration support to the reporting manager/director and assisting colleagues as

required • Responsibility for the administration of client entities, comprising Trusts, Partnerships and Corporate

structures, including internal compliance responsibilities (KYC, file reviews, etc.). • Day-to-day communication with clients and their advisers through letter, e-mail, telephone & video call. • Occasional attendance at client meetings and note taking ; • Additional responsibilities as required such as photocopying, scanning and assisting administrators

and managers with ad hoc projects; • Time sheet management, billing and cash collection.

Qualifications & Experience: • Holds an entry level qualification in Trust and/or Corporate administration or an equivalent higher

education qualification. • Experience as an administrator in financial services; • Basic knowledge of the Jersey legal and regulatory environment and in particular regulatory guidance

and the AML/CFT Handbook;

Qualities & Skills Required:

• Integrity, honesty and professionalism; • Excellent interpersonal and communication skills with the ability to deal effectively with all levels of staff

and management within the Belasko Group as well as clients and third-party service providers (where applicable);

• Good organisation; • Ability to prioritise tasks; • Proactive, solution focused and self-sufficient; • Deliver work of a high standard with attention to detail; • Ability to adapt to use of different Data Management Systems; • Enthusiasm to learn.

JOB DESCRIPTION

Job Title: Group Head of Real Estate

Department / Location: Jersey

Job Family: Senior Leadership

Job Level: 8 CF

Reporting to: Group Head of Institutional ; Near term – reporting to CEO

About the Role

This is a pivotal leadership role within the Group, responsible for shaping and driving the strategic development of our Real Estate Fund and Corporate Administration service line. Building on the strong foundation already established through our Fund Administration business, the Director will lead the design and implementation of a scalable operating model that positions the Group as a premier provider to high-quality, institutional clients.

As a senior executive in a high growth, dynamic organisation, the role will require adaptability and the role holder will be tasked with taking leadership of key growth initiatives outside of the Real Estate vertical – being actively involved in the strategic and viability assessment of new initiatives, and taking ownership of the timely execution of the roll-out and delivery of the key commercial and operational imperatives of the plan. Successful leadership of these opportunities will create a pathway for the role holder to expand their remit and seniority within the Group.

The role will be an Executive Committee (Exco) role, and periodic attendance at Group Board meetings will be required to report on progress of key strategic projects in the Group (both the Real Estate build out as well as other key growth initiatives within the Group which the role holder is responsible for leading).

As a member of the Jersey Board, this is a regulated role carrying significant governance and fiduciary responsibility. The successful candidate will play a key role in setting the strategic direction of the business, ensuring regulatory compliance, and upholding the highest standards of corporate governance.

The role requires a visionary leader with a strong network and proven ability to leverage existing relationships to support business growth. In addition to identifying new opportunities, the Director will be expected to assess and develop existing client relationships that have not yet reached their full potential.

Given the evolving nature of the business, the Director will also be responsible for building and shaping a high-performing team, establishing a culture of excellence, and ensuring the right capabilities are in place to support long-term success, including leveraging the accounting centre of excellence in Basingstoke.

Working across the Group and jurisdictions, the Director will collaborate with senior stakeholders to align business objectives, foster innovation, and deliver a best-in-class service proposition that meets the evolving needs of our clients and the broader investment landscape.

Key Responsibilities

Leadership & Team Development

• Build and lead a high-performing fund and corporate administration team in Jersey, fostering a culture of excellence, accountability, and collaboration.

• Recruit, develop, and retain top talent to support the growth of the Real Estate and Corporate Administration business.

• Provide coaching and mentorship to team members, supporting professional development and succession planning.

Strategic Development

• Define and execute the growth strategy for the Real Estate Fund and Corporate Administration service line, ensuring alignment with Group-wide objectives.

• Establish and refine the operating model to support scalable, efficient, and client- centric service delivery.

• Collaborate with counterparts across jurisdictions (Luxembourg, Guernsey, UK) to ensure consistency, innovation, and best practice sharing.

• Actively participate in the identification, assessment and decision making on key new strategic projects for the Group (including both service line expansion and jurisdictional footprint)

• Oversee the delivery of key strategic projects to deliver key operational and strategic outcomes

• Support in the assessment of M&A bolt-on opportunities and potential synergies for the Real Estate service line

Client Service & Relationship Management

• Build, maintain and enhance strong relationships with institutional Real Estate clients, acting as a senior point of contact key clients, ensuring exceptional service delivery and long-term relationship success.

• Ensure the highest standards of service delivery across Real Estate structures, particularly in commercial real estate, while also supporting mandates in private equity and private debt.

Business Development

• Support the Group’s growth objectives by identifying new opportunities, assisting with RFPs, and representing the business in key external forums.

• Work closely with business development and onboarding teams to ensure smooth client transitions and long-term relationship success.

• Leverage existing networks and relationships to attract new institutional clients and expand the Group’s market presence.

• Assess and develop underutilised existing client relationships to unlock new opportunities and deepen engagement.

Technology & Operational Innovation

• Support the evaluation of current systems and processes to identify opportunities for AI tools, automation, workflow optimisation, and improved data management.

• Partner with internal technology teams and relevant stakeholders to ensure platforms and processes remain aligned with client needs, regulatory standards, and the Group’s broader innovation agenda.

• Stay informed on emerging technologies and industry trends in real estate administration, ensuring the Group remains at the forefront of innovation and client service delivery.

• Champion a culture of continuous improvement, leveraging technology to drive operational excellence and deliver a seamless client experience.

Governance, Risk & Compliance

• Serve as a regulated Board member, contributing to the strategic oversight and governance of the business.

• Maintain a robust control environment across client structures, ensuring full compliance with regulatory and risk management standards.

• Liaise with internal stakeholders (Legal, Risk, Compliance) and external regulators as required.

Financial Management

• Oversee budgeting, forecasting, and profitability of the service line and its clients.

• Contribute to the commercial success of the broader group through effective cost management and pricing strategy input.

Skills & Experience:

• Proven senior leadership experience within Real Estate fund administration, trust and corporate services, or a comparable financial services environment.

• Strong expertise in alternative asset structures, particularly commercial real estate; exposure to private equity and private debt is advantageous.

• Demonstrated ability to build and lead teams, shape strategy, and deliver high-quality client service in a dynamic environment.

• Strong commercial acumen with a track record of contributing to business growth and profitability.

• Excellent relationship management skills, with the ability to leverage networks and develop new and existing client relationships.

• Deep understanding of Jersey’s regulatory and governance environment; cross- jurisdictional experience is a plus.

• Experience in a regulated Board-level role is highly desirable.

Qualifications:

• Relevant professional qualifications (e.g. ICSA, ACCA, ACA, STEP or equivalent) are highly desirable.

Key KPIs:

• Service standards and organic growth (new-from-existing) on current Real Estate client book

• Conversion rate on new logo Real Estate opportunities in the pipeline

• Organic growth rate on new Real Estate clients onboarded onto Belasko platform

• Timely delivery of key strategic projects with key commercial and operational imperatives delivered in line with expectations

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 - Private Clients

• St Helier, Jersey

• Full-time

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 arrangement

• Flexible working hours

• Annual Salary Review

• Pension

• Private medical insurance

• Dental plan

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

• Life assurance

• 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 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.

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

• Proactively undertaking projects and technical transactions as required.

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 5 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.

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 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.