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 - Fund Services with a focus on Board Support 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.

We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients. With more than 1,800 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

Responsible for providing company secretarial services to a portfolio of clients of Ocorian Fund Services (Jersey) Limited. The role will include providing company secretarial services to existing and prospective new funds, ensuring the compliance with corporate governance codes, principles of best practice and company secretarial procedures. The role will also involve undertaking work on behalf of other operating companies, particularly in respect of Jersey registry, regulatory and listing filings.

Main Responsibilities

• To liaise with Board members and other relevant stakeholders on all Company Secretarial.

• To manage the timely preparation of agendas, action points and minutes arising from each meeting.

• To ensure adherence to good Corporate Governance principles concerning all company secretarial matters.

• To make stock exchange announcements as and when required.

• To co-ordinate the preparation of board packs and their timely circulation and dispatch in conjunction with the fund administration teams.

• To ensure good levels of communication with client teams (all levels of staff).

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

• To prepare notices, proxies and other supporting documents for General Meetings, including liaison with relevant legal advisors.

• To ensure the timely dispatch and collation of proxies where the client entity does not use an external registrar and liaise with the relevant administration team to ensure a quorum is obtained.

• To liaise with external Registrars in respect of the collation of proxies for relevant client entities.

• To ensure that statutory and regulatory filings and payment of relevant fees are completed within statutory time frames.

• To ensure that databases and Document Management Systems are maintained in accordance with agreed procedures.

• To maintain the Company Secretarial Meeting Planner and Calendar.

• To assist in co-ordinating Company Secretarial aspects of new client take-on procedures.

• To ensure that the funds meet their on-going statutory and regulatory requirements / continuing obligations.

• To provide other related support services as and when required.

• To provide company secretarial support for the set-up of corporate entities and LP’s in various jurisdictions as well as maintaining company records, share and registrar functions and system maintenance.

Qualifications

Knowledge, Skills & Experience

• At least 2-5 years’ experience working in administration role with company secretarial responsibility included.

• ICSA /STEP or equivalent qualification (or advanced training toward these qualifications) would be an advantage.

• Good experience of writing concise and accurate minutes.

• The ability to work under pressure and to tight deadlines.

• The ability to gain a good knowledge and awareness of the professional services provided by Ocorian.

• Very good working knowledge of Microsoft Office, particularly Word, Excel, Adobe, Outlook and other software packages including, Board Intelligence and Virtual Boardroom.

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

• Excellent communication skills and the ability to work well within a team as well as on own initiative.

• The ability to keep clear and concise records and to add value to the Company Secretarial role.

• Motivated, efficient and well organised.

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

Manager - Fund Services with a focus on Board Support 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.

We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients. With more than 1,800 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.

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

Responsible for providing company secretarial services to a portfolio of clients of Ocorian Fund Services (Jersey) Limited. The role will include providing company secretarial services to existing and prospective new funds, ensuring the compliance with corporate governance codes, principles of best practice and company secretarial procedures. The role will also involve undertaking work on behalf of other operating companies, particularly in respect of Jersey registry, regulatory and listing filings.

Main Responsibilities

• Proven track record of managing people and production of associated departmental reporting.

• To mentor and guide members of the Company Secretarial team in their development.

• To co-ordinate continuing training and oversight of team members.

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

• To convene, attend and take minutes at board meetings, recording discussions and decisions, drafting accurate minutes, liaising with administration teams (appropriate levels of staff) for comments prior to external circulation.

• To liaise with Board members and other relevant parties in respect of meeting arrangements and compliance with formalities.

• To provide company secretarial support for the set-up of corporate entities and LP’s in various jurisdictions as well as maintaining company records, share and registrar functions and system maintenance.

• To ensure adherence to good corporate governance principles concerning all Company Secretarial matters.

• To make stock exchange filings and other delegated listing functions. To ensure that all continuing obligation requirements of designated listed clients are met.

• To provide support and guidance in respect of the listing application processes, including the preparation of documents, liaising with directors, advisers and the relevant exchange.

• To co-ordinate the preparation of agendas and board packs and their timely circulation and dispatch in conjunction with the administration teams and other Company Secretarial team members.

• To prepare agendas, notices, proxies and other supporting documents for General Meetings, including liaison with relevant legal advisors.

• To ensure the timely dispatch and collation of proxies where the client entity does not use an external registrar and liaise with other staff members to ensure a quorum is obtained.

• To liaise with external Registrars in respect of the collation of proxies for relevant client entities.

• To ensure that statutory & regulatory filings (or other similar jurisdictional requirements) and payment of relevant fees are completed within statutory time frames.

• To ensure that relevant resolutions are passed to comply with statutory requirements and to create corporate statutory records and set up on Viewpoint for all new entities or entities whose administration is transferred to the Company or its subsidiaries.

• To input changes into the core system in accordance with agreed procedures and to ensure that corporate documents are scanned and indexed in the Document Management System in the correct place in accordance with filing structure.

• To take an active role in maintaining the Meeting Planner and Company Secretarial calendar as well as maintaining own diary of outstanding client related items and ensuring outstanding items are co-ordinated appropriately.

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

• To assist in co-ordinating Company Secretarial aspects of fund launches.

• To oversee the creation of corporate statutory records and ensuring set up on core systems for all new entities or entities whose administration is transferred to the Company or its subsidiaries.

• To ensure corporate documents are scanned and indexed in the Document Management System in correct place in accordance with filing structure.

• To provide other related support services as and when required.

• To streamline, adapt and implement appropriate procedures to ensure best practice delivery of corporate governance and company secretarial principles within the Company to Corporate clients.

• Actively feedback from clients and board meetings our potential as a business to be involved and generate new leads across service lines.

Qualifications

Knowledge, Skills & Experience

• Extensive experience of working in a Company Secretarial role working on FTSE 350, AIM listed entities and unlisted private equity structure.

• Either qualified ICSA/STEP or equivalent qualification (or advanced training toward these qualifications) would be an advantage.

• Good practical knowledge of the applicable corporate governance codes and the provisions of the Market Abuse Regulations.

• Excellent presentational skills and client service skills including the ability to manage client expectations.

• The ability to keep clear and concise records and to add value to the Company Secretarial role.

• Good experience of writing concise and accurate minutes.

• The ability to work under pressure and to strict deadlines.

• Very good working knowledge of Word, Excel, Adobe etc and a willingness to become proficient using new software packages including, Board Intelligence.

• A working knowledge and experience of Viewpoint and/or other entity management systems would be preferred.

• Excellent communication skills and the ability to work well within a team as well as on own initiative.

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

• Excellent organisational and planning skills to reduce/avoid operational pressures and plan ahead to ensure service standards are always met.

• Professionalism and the drive to work collaboratively to make continuous improvements in processes.

• The ability add value to the Company through the development of the team members and improve the quality of services the Company Secretarial team deliver.

• The ability to interact with colleagues at all levels in the Company and to gain the respect of staff and clients.

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 Risk, Regulation and FinTech Description

At PwC, our people in risk and compliance focus on maintaining regulatory compliance and managing risks for clients, providing advice, and solutions. They help organisations navigate complex regulatory landscapes and enhance their internal controls to mitigate risks effectively. In regulatory risk compliance at PwC, you will focus on confirming adherence to regulatory requirements and mitigating risks for clients. You will provide guidance on compliance strategies and help clients navigate complex regulatory landscapes.

PwC Channel Islands Overview PwC is a highly dynamic professional services firm offering Advisory, Tax, Audit and other assurance services to a large portfolio of international and local clients. The Channel Islands firm employs 600+ staff in offices across Jersey, Guernsey and Alderney and is part of an international network of 151 PwC firms employing over 364,000 staff. Job Summary The Risk & Regulation / FinTech team forms the largest and most prominent part of our Advisory business with the broadest range of projects and client diversity across a variety of industry sectors but primarily focused on financial services. Our subject matter experts are engaged by clients locally, globally and across the wider PwC network, regularly working with PwC counterparts around the world. The team is led by a UK & CI Partner, augmented with experienced Directors and a strong management team with excellent possibilities to progress given our continued and exciting growth. The team provides advice and assistance based on deep financial, analytical and business process skills to help our clients improve the way they operate, innovate and grow, reduce costs, manage risks, leverage talent and change the way they do business. We work closely with client staff at global organisations across all levels. We bring our insight, experience and thought leadership to large, complex projects in core focus areas including:

• Implementing cutting-edge global financial technology solutions

• Navigating local and international risk, governance and regulatory change

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

• Assisting with buy-side and sell-side Transactional Services (Reg Due Diligence)

• Managing multi-million pound financial services remediation programmes

• Leading global anti-financial crime consulting and managed services

• Empowering local businesses to overcome transformational challenges

• Operating model design, optimisation and implementation

We are looking for ambitious and experienced professionals to join our team as we continue to grow our business. Whether you can manage challenging and complex technology implementation projects, provide critical advice around complex subject matter or assist our clients in delivering and implementing business transformation, we are looking for you. Responsibilities:

You will work closely with senior personnel internally and crucially externally, be involved in a variety of engagements, interacting with clients and building business relationships across the region. Being part of a smaller, agile department, you will also have excellent opportunities to be involved in strategic initiatives, have input into the management of the business and contribute directly to the running of the practice. Responsibilities include:

• Working with a range of clients where you will deliver a tailored service to meet their requirements

• Completing a diverse range of assignments as part of teams, working collaboratively within them

• Supporting the development of client project deliverables and creation of proposal documents

• Building relationships both internally within the PwC network and externally with senior client management teams on ongoing engagements

• Supporting the leadership and management teams with the Advisory growth agenda

• Ongoing development of in-depth industry experience and process expertise

• Continuously remain abreast of any new regulations published in Jersey and/or Guernsey

• Utilising your proven track record and experience to assist clients in improving their business performance so they are able to respond quickly and effectively to situations, and extracting value from transactions

• Development of client project deliverables and creation of proposal documents

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

• Coaching and supporting the development of junior team members

Direct Reports This role reports to:

• Partners, Directors, Senior Managers, Managers

Reporting to this role:

• Associates

Qualifications & Certifications

No specific qualifications or certifications are needed for this role however it will be advantageous to hold a qualification such as those listed below or an equivalent

• University degree (Upper Second Class or higher)

• ACA / ACCA (or equivalent)

• Compliance, Governance or Risk related qualifications e.g. CISI, ICA, ACAMS or equivalent

• Other industry recognised qualifications e.g. PRINCE2, Agile, Lean Six Sigma, CFA, or equivalent

Skills & Experience Required As a credible candidate you will have developed core skills in your associated discipline and be able to demonstrate prior experience in financial services. You will also be digitally literate and / or are passionate about learning new digital skills to support our practice. Essential skills

• A minimum of 3 years’ experience working within financial services

• Existing knowledge of financial services regulatory frameworks

• Strong communication and stakeholder management skills

• Technologically minded, and/or a willingness to learn new skills

• Ability to lead self, with a problem-solving mentality

• Ability to accurately prepare and review reports on technical subject matter

• Comfortable in providing support to less experienced members of the team

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

• Delivering projects to tight deadlines and managing multiple stakeholders

• Proficiency in Microsoft Office Suite (Excel, Word, Powerpoint, etc)

Desirable skills

• Experience with various organisational risk, fincrime, compliance and governance regimes

• An interest in technology and process automation with a particular focus on core industry technologies adopted within the financial services sector e.g. CLM workflows, screening and data providers, transaction monitoring providers, etc.

• Familiarity with industry agnostic tools such as PowerApps, Salesforce and Alteryx.

• Data analytics and visualisation experience (e.g. Power BI/Tableau)

• A detailed knowledge of Anti-Financial Crime regulations in one or more relevant markets

• Prior experience of working as a consultant

• Experience of business development such as proposal writing

Travel Requirements Travel may be required to visit client sites as part of day-to-day project delivery and some travel is required between the islands and the UK as you will be part of a x-island team. However, for those candidates who actively want to travel with work, we have a number of projects that require extensive travel which you can request to be part of if you wish. The skills we look for in our people All our people need to demonstrate the skills and behaviours that support us in delivering our business strategy. This is important to the work we do for our business, and our clients. These skills and behaviours make up our global leadership framework, Evolved PwC Professional. The Evolved PwC Professional focuses on two core behaviours: Trusted Leadership and Distinctive Outcomes. Trusted Leadership is underpinned by core behaviours that Inspire, Empower and Evolve, and Distinctive Outcomes is underpinned by behaviours that Champion, Build and Deliver.

SandpiperCI Retail Limited Registered Address: 54-60 King Street, St Helier, Channel Islands, Jersey, JE4 8NB

Job Title: Senior Accountant Department: Finance

Location: M&S King Street Offices

Position Type: Permanent

Reports to: Head of financial control & reporting

Travel Required: No

Budget Responsibility: Yes Management Responsibility:

No

JOB DESCRIPTION

ROLE OVERVIEW

The Senior Accountant will oversee the financial reporting processes across the Sandpiper Group of companies. Key responsibilities include:

• Preparing accurate and timely group consolidation reports.

• Managing the preparation of quarterly VAT and GST returns.

• Reviewing and ensuring compliance with annual tax returns for the Group.

• Compiling consolidated and individual company financial statements.

• Coordinating and overseeing the external annual audit processes.

• Preparing periodical and annual financial reports for the Shared Services, provision for bad debt functions within Sandpiper.

KEY RESPONSIBILITIES

Group Financial Reporting

• Lead the preparation of monthly and annual consolidated financial statements for the Group, ensuring adherence to FRS 102 or other relevant accounting standards.

• Prepare statutory financial statements for all Sandpiper legal entities.

• Deliver timely and accurate financial reporting to senior leadership.

• Consolidate financial data across multiple business units and subsidiaries, including management of intercompany eliminations and adjustments.

• Reconcile all related accounts as assigned in the general ledger each period.

• Manage the annual budgeting and forecasting process for all Shared Services cost lines.

Compliance & Accounting Standards:

• Maintain up-to-date knowledge of accounting standards and financial regulations (e.g., IFRS, FRS 102), ensuring full compliance across all reporting processes.

• Support the Head of Financial Control in overseeing the balance sheet reconciliation process, identifying financial risks and opportunities.

• Coordinate with external auditors during the annual audit, ensuring timely provision of supporting documentation and clear explanations as required.

Management Reporting and Analysis:

• Provide detailed financial analysis and insights to senior management, identifying key trends, variances, and opportunities for improvement.

• Prepare high-quality management reports and board-level presentations, highlighting critical financial metrics and performance indicators.

Tax Reporting and Compliance:

• Ensure the accurate and timely submission of quarterly GST returns (Jersey) and VAT returns (Isle of Man).

• Review of externally prepared individual company tax returns.

SandpiperCI Retail Limited Registered Address: 54-60 King Street, St Helier, Channel Islands, Jersey, JE4 8NB

Team Leadership & Development:

• Foster a collaborative and high-performance culture within the wider finance team.

Financial Planning

• Input and assistance in preparation of forecast model and actualization for the group

• Budget Epicor Data Analytics co-owner for the group

• Support group consolidation of budget of the group

Ad-Hoc Projects:

• Participate in special projects such as system upgrades, mergers, acquisitions, and corporate restructuring, ensuring accurate integration of financial data.

• Support the Head of Financial Control & Reporting in meeting ad hoc requests from the Chief Financial Officer, Finance Director or other senior members of the business or as required within the team.

• Collaborate with other finance functions and business units to support strategic initiatives and business decisions.

KNOWLEDGE, SKILLS & EXPERIENCE

• Qualified or part qualified accountant (ACA, ACCA, or similar) or Bachelor's degree in Accounting, Finance, or a related field.

• Experience in group financial reporting or similar roles.

• Experience with group consolidation exercises

• Strong knowledge of FRS 102 and relevant account frameworks.

• Advanced Excel and financial modelling skills.

• Excellent communication and interpersonal skills with the ability to present financial information to both financial and non-financial stakeholders.

• Strong leadership skills.

• Detail orientated with excellent organisational and problem-solving skills.

• Proactive and results orientated with the ability to work under pressure to meet tight deadlines

• Adaptable and open to change in a dynamic work environment.

Employees working within SandpiperCI must adopt these standards.

Please sign below to confirm that you have read and understood this Job Description.

Employee Signature: Date:

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

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 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.

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 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.

• 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.

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

• 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.

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.

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 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

Chief Risk Officer, Offshore J o b D e s c r i p t i o n

JOB INFORMATION Job Description Name: Chief Risk Officer, Offshore Recommended Position Title: Chief Risk Officer, Offshore Countries applicable to: Isle of Man; Jersey Job Code: 60056182 Job Family: Risk & Corporate Affairs Sub-function: Chief Risk Officer

JOB PURPOSE To lead, manage and deliver an integrated and independent Risk Management Function within the legal entities. Ensure that all risk types are managed, the operating model has been implemented and balancing the interests of clients and other stakeholders, while protecting the safety and soundness of the entity, while ensuring the ethical standards are adhered to and maintained within the legal entities.

JOB FUNCTIONS

Essential Functions

Ensure the implementation of the Risk Management Framework (including the risk culture) in the legal entities to ensure all relevant risk types, including emerging risks, are identified, assessed and measured, managed and reported to the country leadership team, as well as appropriate Risk and Board oversight committees. Adopt a Combined Assurance approach in line with the Group Risk Assurance Operating Standard. Embed the use of stress testing results to benefit risk management and decision-making at various levels in the organisation. Lead and drive the adoption of risk management policies and procedures, meeting the requirements of the legal entities and aligned to those of the SBG. Provide assurance to the local and Group and Business Unit that relevant policies, standards and frameworks are appropriately adhered to. Implement the operating model capabilities, policies, processes, standards, regulations, core technologies / digital platforms, functional structures, supporting standard job descriptions and skill requirements for the legal entities. Ensure that services delivered are fit for purpose for the legal entities. Monitor adherence to minimum standards for Risk Management to ensure compliance with statutory and regulatory laws within the legal entities. Comply with the regulatory reporting and risk disclosure requirements to maintain compliance with group and local regulatory authorities. Coordinate Business Units in informing the Board about the risk appetite setting process and manage risk appetite, as mandated by the Board. Validate any remediation plans proposed by BUs/SMEs to address flagged risk breaches. Develop and implement the Risk Management People plan aligned to Risk objectives within the legal entities with support from the People and Culture Function. Identify current and future employee skill requirements in consultation with People and Culture Function and drive the development of people within the legal entities Lead the Risk Mnanagement Function i line with employee engagement principles, including employee lifecycle from recruitment through to exit, performance management, learning and development, employee relations, retention and reward and people administration, to ensure a high performance culture. Display personal, team, organisational and bold leadership skills. Create confidence that enables leaders to make decisions, take calculated risks and push boundaries, without compromising the enterprise's reputation and integrity. Drive a risk culture of transparency, accountability and consistency within the legal entities to support responsible decision- making, upholding of the highest levels of integrity and meeting regulatory and reputational requirements. Manage and cost control the total cost of the risk function. Ensure that the cost allocation of risk costs by business unit or services from group are understood and managed. Drive cost management and budgetary adherence, including the development and management of the operational budget and unit cost management to control cost within budget. Ensure cost allocation of resources and services are managed

Essential Functions

Drive the adoption of technology within the Risk Management Function to ensure the use of the appropriate technology and correct behavioural principles for use of technology within the Risk Management Function. Monitor adherence to relevant technology policies and standards and Group Architecture. Enable capital and functional cost improvements, improved risk, controls and compliance, data access, quality and integrity, governance driven predictability, accelerating change readiness and business agility within a Country including the automation of controls Engage proactively with stakeholders and the environment at large to understand and manage risks within the legal entities. Lead and control risk management for the legal entities to ensure the enterprise is prepared to withstand the test of any current and future risks by influencing the relevant stakeholders. Board reporting, including agenda items, of all risks to be aligned to the group standard for reporting. Monitor and report all matters relating to risk management to the Standard Bank Group, Legal Entity Exco/Board and the Chief Risk Officer, Africa Regions . Guide the leadership of the legal entities, relevant Board and Committee's in terms of risk management and approach to ensure the Legal Entity retains its licence to operate. Manage the risk consequences of decisions made on behalf of the Legal Entity Provide guidance and advice in managing various types of risks, complex problems and key opportunities that have been identified within the legal entities.

QUALIFICATIONS

Education

Type of Qualification Field of Study Required/ Preferred And/Or

First Degree Business Commerce, Generic Management, Banking, Risk Management

Required

Post Graduate Degree Business Commerce, Generic Management, Banking, Risk Management

Preferred

Masters Degree Risk Management Preferred

Work Experience

Experience Experience Details Required/ Preferred

More than 10 years

This role requires a leader seasoned and expert in Risk Management with profound knowledge in the full dimensions of the field. Regulatory environment savvy, a proven track record in large scale and high-level leadership and capable of influencing seasoned leaders in their own right as well as employees. As an influential leader has the capacity to navigate through the landscape of relevant decision makers in industry.

Required

Total number of years' experience 13 years

Behavioural Competencies - Essential

Behavioural Competency Description

Challenging Ideas Prepared to disagree and question assumptions; challenges ideas and established views; comfortable arguing own perspective

Convincing People Is comfortable having to persuade others; shapes opinions by being outspoken; seeks to negotiate with others

Developing Expertise Is open to taking up learning opportunities; is quick in acquiring knowledge and skills; develops expertise by updating specialist knowledge.

Developing Strategies is focused on developing strategies; thinks in the longer term and anticipates trends; envisages the future and adopts a visionary approach

Behavioural Competencies - Essential

Behavioural Competency Description

Directing People Is comfortable leading people; coordinates and directs groups; seeks to control things

Embracing Change Copes with change and variety; tolerates uncertainty and ambiguity; adapts to new challenges

Empowering Individuals Motivates individuals by empowering them; seeks to inspire people and groups; gives encouragement to others

Exploring Possibilities Is conceptual when developing ideas; applies theories to problem solving; prefers to learn by thinking and identifying underlying principles

Making Decisions Is determined and decides on actions; willingly assumes responsibility; is definitive and stands by own decisions

Providing Insights Is focused on continuously improving things; provides insights by identifying key issues; makes intuitive judgements

Upholding Standards Behaves ethically and justly; is discreet and maintains confidentiality; meets commitments by acting with integrity

Valuing Individuals Shows consideration towards others; tolerates the differences in people; values and trusts people

TECHNICAL COMPETENCIES Competency Group Audit

Competency Level Competency Description

Evaluation of Internal Controls 5. Expert The ability to analyse process controls for effectiveness from a design and implementation perspective.

Promote Good Governance, Risk & Control

5. Expert The ability to assess governance and control frameworks against the appropriate risk appetite and enhance the risk management culture in line with the organisational objectives.

Competency Group Financial

Competency Level Competency Description

Financial Acumen 4. Advanced Knowledge and understanding of costing, budgeting and finance concepts and the understanding and application of related processes and procedures.

Competency Group Governance - Risk - Compliance

Competency Level Competency Description

Evaluating Risk Management Effectiveness

4. Advanced The ability to determine if risk management and control measures are achieving the desired results and mitigating risks at the expected level.

Fraud Detection and Management

3. Seasoned The ability to apply risk management tools, assess, process and identify possible fraud within a defined system or core process.

Information Security Management

3. Seasoned The ability to assess and mitigate the risks associated with the storage and retrieval of electronic information.

Competency Level Competency Description

Risk Acceptance 4. Advanced The ability to facilitate a formal acceptance process of reviewing and accepting residual risk, depending on the outcomes of risk identification and measurement.

Risk Awareness 4. Advanced General awareness of risk management practices in a financial services organisation.

Risk Identification 4. Advanced The examination of the essential elements of risk such as; assets, threats, vulnerabilities, safeguards, consequences and the likelihood of the threats materialising.

Risk Management 4. Advanced Demonstrates knowledge and understanding of risk management methodologies, tools, governance structures and regulatory requirements for good management of risk.

Risk Measurement 4. Advanced The ability to define and analyse risk identification information in a quantitative and/ or qualitative way.

Risk Reporting 4. Advanced The ability to prepare quantitative and qualitative analysis on the risk landscape in the business including interpretation and analysis for use by business users.

Risk Response Strategy 4. Advanced The ability to facilitate the creation and adoption of an appropriate risk response strategy and to assign ownership for the risk response.

Risk/ Reward Thinking 4. Advanced The ability to provide due consideration to risks, rewards and the cost of control measures in evaluating business opportunities, process and system changes.

Competency Group Legal

Competency Group Quality Management

Competency Level Competency Description

Quality Orientation 5. Expert The ability to promote and maintain high standards of quality at work.

SCOPE

People Management:

# Direct Resources Managed # Indirect Resources Managed

This position manages/supervises people 4-10 11-50

Managerial Archetype

Financial Responsibility

Controllable Expenses (e.g., payroll and other budgeted items

R50 million - R250 million

Budget Responsibility

Amount Notes

R50 million - R250 million Primary Budget Responsibility R96m to R154m

Contact with Others

Represents the organization as the primary contact. Interacts with management and senior value-chain partners on matters requiring coordination across organizational lines. Achievement of objectives requires ability to influence others both internally and potentially externally.

Contacts Description Senior Executives across the respective Business Lines and CFs within a country, Contribute to & inculcating conscientious leadership practices, promoting risk management as a meaningful value & building risk management into a strength.

Head,

Offshore Investments

J o b D e s c r i p t i o n

JOB INFORMATION

Job Description Name: Head, Offshore Investments

Recommended Position Title: Head, Offshore Investments

Countries applicable to:

Job Code: 60053055

Job Family: SBG Investments

Sub-function: Investment Management

JOB PURPOSE

To lead discretionary and advisory portfolio management and fund management for the international investment business, taking

full accountability for the management and performance of the division, ensuring that the teams maximises the value of client

funds within the terms of investment policy, leading select client portfolios and optimally solving for client requirements, while

achieving the strategic objectives within regulatory and legislative requirements. Must have the operational experience and ability

to drive SBG’s international Investments strategy, expand our client base, and ensure regulatory compliance across jurisdictions

JOB FUNCTIONS

Essential Functions

In collaboration of Head of Investments, develop and execute strategic vision for offshore business

Actively monitor and assess team’s performance on a continuous basis with a view to improving profitability and the efficiency of

the overall investment operations.

Oversee the development and performance of offshore investments products and services for affluent and HNW clients. Including

collaboration with other businesses to deliver relevant and integrated solutions to clients. Scale the Offshore business

Focus on process simplification

Risk and Governance focus: actively participate in various investment committees and meetings and where required provide

input, assistance and support to the team with investment expertise, investment strategy and general Investments and asset

management duties.

Anticipate changes in the business environment and client engagement needs and the impact and/or potential benefits on the

investment strategy.

Monitor global trends, identify new opportunities for diversification (organic and inorganic)

Drive commercial outcomes (Headline earnings, CTI ratio, ROE, AUM growth)

Drive and support the business vertical integration targets, maximise margins

Oversee platform strategies and ensure technical processes are simplified and optimized

Conduct regular evaluations of client portfolios in order to keep them informed of their position and verify that appropriate levels of

fees or commission are being charges.

Create a collaborative and client-focused relationship with all internal and external stakeholders to deliver solutions that effective,

pragmatic, and risk appropriate.

Ensure high levels of vigilance to fraud, bribery, insider trading, and any other unusual client activities by being proactive in

identifying and managing business risks and ensuring compliance with applicable regulations and legislation, adherence to

standards, processes policies and procedures.

Ensure that all regulatory obligations are met through the development and implementation of effective controls in line with all

regulatory obligations, anti-money laundering requirements, local legislation as well as legislation in the relevant offshore

jurisdictions to ensure full compliance.

Ensure that proper record keeping takes place within the Customer Relationship Management system, while adhering to

applicable acts.

Establish and implement standards, policies and procedures compliant with applicable legislation and contribute to the evolution

of charging process to ensure that over medium to long term, client business is converted from commission based to fee paying.

Essential Functions

Keep up to date with current and emerging trends and identify opportunities to engage with business leaders to ensure that these

opportunities are exploited to optimise commercial and competitive value. Entrepreneurial mindset, focus on innovation

Lead the annual budgetary process to enable the execution of the strategy, ensure achievement of the budget by monitoring

expenditure and achievement of targets by all departments and manage performance in accordance with the Segment's

objectives.

Lead the investments team to achieve its objectives by setting goals, managing performance, developing and motivating the team

to enable a culture of high performance, accountability and service excellence.

Liaise with clients and their intermediaries to design and have suitable and profitable schemes. Monitor the dealings of the team

and contribute to vetting of new business to ensure relationships and potential clients fall within company guidelines.

Oversee the delivery of investment research covering strategy, products, process, implementation and institutional due diligence

to enhance the investment proposition and ensure overall alignment with business best practice developments in the institutional

space.

Participate in the strategic direction of the business and contribute to the development of the international investment strategy for

International Client Solutions (ICS) across jurisdictions and segments, in order to ensure alignment with the overall Investments

and ICS strategy.

Undertake the management of a variety of discretionary and advisory portfolios to maximise the value of the funds within the

terms of clients’ requirements and organisation’s investment policy.

QUALIFICATIONS

Education

Type of Qualification Field of Study Required/

Preferred And/Or

Post Graduate Diploma Finance and Accounting Required

Work Experience

Experience Experience Details Required/

Preferred

More than 10 years Minimum 10 years relevant investment industry experience in a similar role

including general investment management Required

Total number of years' experience 10 years

Behavioural Competencies – Essential

Behavioural Competency Description

Checking Things Is meticulous in finding errors; ensures accuracy by being thorough

and checking details; produces high quality work by being detailed.

Developing Expertise Is open to taking up learning opportunities; is quick in acquiring

knowledge and skills; develops expertise by updating specialist

knowledge.

Developing Strategies is focused on developing strategies; thinks in the longer term and

anticipates trends; envisages the future and adopts a visionary

approach

Directing People Is comfortable leading people; coordinates and directs groups;

seeks to control things

Embracing Change Copes with change and variety; tolerates uncertainty and

ambiguity; adapts to new challenges

Examining Information Analyses and processes information; asks probing questions;

strives to find solutions to problems

Following Procedures Conforms and adheres to rules; closely follows instructions and

procedures; minimises risks by sticking to processes

Interacting with People Is lively and projects enthusiasm; is talkative in making contact; is

focused on interacting and networking with people

Behavioural Competencies - Essential

Behavioural Competency Description

Meeting Timescales Is target focused and meets deadlines; is punctual and keeps to

schedule; is reliable in finishing tasks

Resolving Conflict Is comfortable calming upset people; handles angry individuals

well; is focused on resolving conflict and arguments

Seizing Opportunities Identifies business opportunities; creates additional sales for future

growth; wants to win and outperform competitors

Upholding Standards Behaves ethically and justly; is discreet and maintains

confidentiality; meets commitments by acting with integrity

TECHNICAL COMPETENCIES

Competency Group Trading and Transacting

Competency Level Competency Description

Client Business Case 4. Advanced The ability to plan and communicate a business case to support the intent to

engage with a financial transaction with a qualified client or to align a new or

existing product range.

Deal Appraisal 4. Advanced The ability to conduct sound analysis of individual transactions, through a

thorough due diligence process (e.g. industry structure, company evaluation,

cash-flow analysis, growth prospects, credit ratings, etc.).

International Market Knowledge 4. Advanced Expertise on cross border transacting, multi-country risk taking, regulations

governing cross border transactions and the risks of trading in multiple

jurisdictions.

Investment Analysis 5. Expert The ability to conduct assessments of the economic impacts, market trends,

earnings prospects, stability and profitability of investment options.

Product Development 4. Advanced The ability to stay attuned to the needs of the market and developments in the

finance sector. Able to translate market knowledge into product innovations and

new designs that are responsive to the needs of clients.

Quantitative Analysis 5. Expert The ability to build, analyse and interpret quantitative models to determine

potential risk exposure. Able to analyse behaviour by using complex

mathematical and statistical modelling, measurement and research.

Competency Level Competency Description

Competency Level Competency Description

SCOPE

Peopl e Management:

# Direct Resources Managed # Indirect Resources Managed

This position manages/supervises people 4-10 1-10

Managerial Archetype

Financial Responsibility

Sales Revenue Target Responsibility R150 million – R250 million

Budget Responsibility

Amount Notes

R250 million - R500 million Primary Budget Responsibility

Contact with Others

Represents the organization as the primary contact. Interacts with management and senior value-chain partners on matters

requiring coordination across organizational lines. Achievement of objectives requires ability to influence others both internally

and potentially externally.

Contacts Description

Engagement required with a range of internal stakeholders including: Distribution team,

Fiduciary Services, Operations, Credit, Business Management, Risk and Compliance.

Engage with clients and their professional advisors to provide fund related expertise and

clarify queries. Represent the interests of Standard Bank Investment services with the

regulator.

Specialist, PR & Communication

J o b D e s c r i p t i o n

JOB INFORMATION Job Description Name: Specialist, PR & Communication, Country Recommended Position Title: Specialist, PR & Communication Countries applicable to: All countries Job Code: 60055360 Job Family: Brand & Marketing Sub-function: PR & External Communications

JOB PURPOSE As part of the Country Brand and Marketing team, grow and contribute to the bank/ BU reputation, brand, and image, through Public Relations activities. By building media/PR relationships and leveraging PR/media knowledge and experience, drive positive and proactive media/ brand and reputation outcomes for the bank / BU. Develop and implement all internal communication plans in line with BU strategy and overall employee value proposition.

JOB FUNCTIONS

Essential Functions

Develop compelling Public Relations (PR) and communication plans to drive positive media coverage, and in so doing build the BU brand and reputation in country. Partner with internal stakeholders to develop PR opportunities that will build brand and reputation in country, aligning communication and PR plans with business roadmaps to ensure relevance. Craft press releases that convey the appropriate strategic messaging, and prepare media kits that enable information to be effectively distributed to the media in country. Take ownership of responses to media inquiries and requests in a timely and accurate manner, so that overall reputation is protected and no opportunities for ‘fake news’ are created. Ensure adherence to all policy and procedure which informs and governs Public Relations and relations with outside stakeholders in general. In the event of a crisis or issue which requires reputation management, understand, and assimilate the key messages to be conveyed and develop communication plans which deliver the correct information, through the most suited channels, to all intended audiences. Organise and manage PR related events, such as product launches and media launches, which generate coverage and interest, contributing to the overall PR and brand strategy in country. Drive positive employee engagement through the delivery of relevant and impactful internal communication, enabling the execution of effective business strategies and results by partnering with business units to plan, scope and deliver impactful internal communication solutions in country. Drive the creation and delivery of proactive, fit-for-purpose and inspiring content tailored for diverse internal channels, in collaboration with business partners, ensuring the messaging remains consistent, transparent, and aligned with the country's strategic objectives. Partner with contracted agencies to support the development and execution of PR activities in country. Collect data and measure the effectiveness of all PR and communication initiatives in country to inform ROI and future spend.

QUALIFICATIONS

Education

Type of Qualification Field of Study Required/ Preferred And/Or

First Degree Communication, Public Relations Required

Work Experience

Experience Experience Details Required/ Preferred

5-7 years

Experience of Public Relations in the financial services industry, with proven experience of developing and executing PR campaigns, in dealing with diverse media stakeholders / outlets and in interacting with the media and working with a broad range of stakeholders in the PR environment is advantageous, including government agencies and investors.

Required

1-2 years Experience in communication campaign planning, development, and implementation essential, working in a project environment, prioritising tasks, and meeting deadlines in a fast-paced environment and cross-functionally with teams to align marketing efforts with overall business goals.

Required

Total number of years' experience 7 years

Knowledge, Skills and Abilities

KSAs Proficiency

Media relationships are an advantage. Medium Project management skills. Medium Communication skills, verbal and written. Medium Stakeholder engagement skills. Medium

Behavioural Competencies - Essential

Behavioural Competency Description

Generating Ideas Is creative in producing ideas; assumes an original approach when generating ideas; adopts radical solutions

Developing Expertise Is open to taking up learning opportunities; is quick in acquiring knowledge and skills; develops expertise by updating specialist knowledge.

Managing Tasks Manages tasks by being organised and methodical; plans activities systematically; sets priorities for tasks

Meeting Timescales Is target focused and meets deadlines; is punctual and keeps to schedule; is reliable in finishing tasks

Team Working Works participatively with others; is democratic and encourages team contributions; collaboratively involves others in decision- making

Conveying Self-Confidence Is self-assured and projects inner confidence; is confident and determines own future; values own contributions

Taking Action Takes action to make things happen; uses initiative to start things up; shows drive and invests personal energy

Thinking Positively Is optimistic and positive; recovers easily from setbacks and obstructions; is jovial and projects cheerfulness

Pursuing Goals Strives to achieve outstanding results; is ambitious and acts with determination; persists through difficulties to achieve results

Embracing Change Copes with change and variety; tolerates uncertainty and ambiguity; adapts to new challenges

Behavioural Competencies - Essential

Behavioural Competency Description

Interacting with People Is lively and projects enthusiasm; is talkative in making contact; is focused on interacting and networking with people

Showing Composure Stays calm and relaxed during events; is not worried and tolerates stress levels; is composed in dealing with pressure

TECHNICAL COMPETENCIES Competency Group Marketing and Communication

Competency Level Competency Description

Understanding of Financial Services

1. Basic The ability to understand how the financial services industry works as well as the players and the factors influencing the industry, understanding our business and operating model and the role of business in society.

Brand and Product Activations 3. Seasoned The ability to create opportunities for clients to engage with the company directly with the intent of creating an opportunity to promote our offerings.

Leadership to Stakeholder Engagement

2. Proficient The ability to influence the perceptions of key stakeholders such as governments, interest groups and industry bodies and to position us as a responsible corporate citizen through various forms of stakeholder engagement.

Brand Reputation Management 2. Proficient The ability to ensure that brand reputation is managed across segments, business units and geographies by aligning with the reputation framework, which includes architecture, iconography, positioning and corporate image.

Creating Effective Branded Experiences

3. Seasoned The ability to use insights into consumer needs and expectations to develop multi-sensory brandexperiences by client contact point.

Internal Communication Channels

2. Proficient The ability to understand the role of internal communication channels and how to leverage them.

Media and Public Relations 3. Seasoned The ability to understand the role public and media relations play in managing communication and brand reputation across various audiences and geographies.

Measuring Marketing and Communication

2. Proficient The ability to develop marketing and communication measurements and metrics to assess performanceagainst objectives, and to monitor and evaluate the effectiveness of these activities.

Write Effective Communications 2. Proficient The ability to write high quality communication that is suited to the channel and target audience and effectively meets the communication objective.

Writing and Editing 3. Seasoned The ability to write high-quality material that is accurate, comprehensible and grammatically correct.

Competency Level Competency Description

Competency Level Competency Description

SCOPE

People Management:

# Direct Resources Managed # Indirect Resources Managed

Managerial Archetype

Contact with Others

Contacts Description Liaise with various internal and external stakeholders to achieve business objectives.

JOB DESCRIPTION Job Title: HR Business Partner: Postal Operations

Division: Human Resources Hours: 37 hours Type of Contract: Permanent Salary £55,000- £65,000 Reports to: Head of HR Housing Qualifications: 5 years residential

Accountability

Staff: 0 Budget: 0

Job Purpose

To lead and coordinate comprehensive HR activities for the Postal Operations team. As an integral member of the Jersey Post Group HR team you will provide Postal Operations Managers with practical support and expertise with a specific focus on sickness absence management, employee wellbeing, recruitment, and employee relations. The successful candidate will also provide HR data analysis insight utilising HR metrics and Postal Operations performance data to drive service improvements, reduce sickness absence and improve employee wellbeing. This role ensures compliance with company policies, legal standards, and best practices, while creating new approaches and driving initiatives to improve employee attendance, engagement, and operational effectiveness based on best practice. The successful candidate will work closely with the key operations management team to create a great place to work for all employees and in support of budget and other targets being met.

Main Responsibilities

• Provide advice, guidance and HR expertise to Postal Operations line managers in all aspects of employee relations

• Lead the coordination, management and application of all operational sickness absence processes, ensuring compliance with company policies and legal requirements.

• Support Postal Operative Managers to utilise performance balance scorecards within performance management to drive service delivery improvement

• Work collaboratively with Postal Operations colleagues to embed performance management improving standards within the team

• Responsible for group wide HR data reporting of attendance data to identify trends, highlighting key metrics and recommendations for action.

• Responsible for development of new evidenced based initiatives to improve employee attendance and reduce absenteeism.

• Manage casework for employees on long-term sickness leave, working closely with Occupational Health and external providers where necessary.

• Support the return-to-work process, including conducting return-to-work interviews and making recommendations for adjustments as required.

• Ensure proper documentation is maintained for all sickness absences, in line with company policies and data protection regulations.

• Contribute to ongoing negotiation with CWU by providing meaningful data insight on attendance/sickness absence trends within Postal Operations

• Oversee employment law and provide advice and support to assure compliance.

• Lead the recruitment of all new operational employees, including the development of job descriptions, preparing advertisements, short-listing and interviewing appropriate candidates.

• Plan onboarding strategies and support new employees’ induction to ensure exceptional first-days, weeks and months experience, leading to retention of engaged staff.

• Conduct and analyse exit interviews and make actionable recommendations based on data.

• Identify policy improvement opportunities relating to employee terms and conditions of employment to ensure that Group complies with legal requirements and best practice.

• Support Postal operations Managers to develop succession plans which consider immediate and long-term staff requirements.

• Advise and note take at disciplinary and grievance hearings.

• Support the Head of HR with Group projects to enable the business to deliver upon its Strategic Business Plan.

• Undertake reasonable requests from managers in line with the range and scope of the post.

Competencies/Personal Requirements/Experience

• Ideally possess a CIPD qualification and have at least 5 years+ generalist HR experience, with a strong focus on operational HR management.

• A proven track record of establishing data reports and the ability to identify operational recommendations to drive business improvements

• Experience in working at a senior level with the ability to construct business cases and confidently present proposed business solutions to the Senior Leadership and Executive teams.

• Strong interpersonal skills to communicate effectively and manage interpersonal relationships at all levels.

• Be able to work with own initiative and have the ability to offer new ideas

• Strong teamworking skills and a collaborative approach to learning.

• Organisational and planning skills to manage time and meet deadlines and objectives as well as the ability to work competently under pressure

• Ability to coordinate and interpret data providing insight and recommendations for action

• Proactive, enthusiastic and innovative approach to work.

• Empathetic and compassionate approach in dealing with sensitive people matters.

• Personal commitment to improving own knowledge and skills and a passion for continuous learning and development.

• Commitment to equal opportunities and diversity.

• Good knowledge of current Jersey employment legislation and best practice.

• Ability to travel occasionally.

Equality & Diversity Statement

Every Employee has a personal responsibility for acting in accordance with the equality and diversity policy of Jersey Post Group, respecting the rights of all colleagues and customers.

Health & Safety

All employees are required to undertake their duties in a safe manner having regard for the health and safety of themselves and others.

Please sign below to confirm that you have read and understood this job description:

Employee signature: ………………………………………………………………………………………………………………………………

Employee print name: …………………………………………………………………………………………………………………………… Date received: ……………………………………………………………………………………………………………………………………….

JOB DESCRIPTION

JOB TITLE Marketing Executive (12-Month Contract)

DEPARTMENT Marketing

REPORTING TO Marketing Manager

JURISDICTION Jersey/Guernsey (Group)

OAK SUMMARY Oak Group is a leading provider of Fund Administration, Private Client and Corporate Services. The Group is headquartered in Guernsey and has offices in Jersey, the Isle of Man, Mauritius and The Bahamas. Our clients range across high-net-worth individuals, families, corporate institutions and asset managers. Oak employs over 250 people, the majority of whom are qualified as accountants, corporate secretaires, and fiduciary professionals. We prioritise continuous growth and development of our people, recognising that their success is the foundation of excellent client service and business growth. Oak has a new ownership structure whereby it will be owned by a standalone company, Opera. The majority shareholder is Stephen Lansdown, co-founder of Hargreaves Lansdown, the U.K.’s largest stock broking firm and a member of the FTSE 100. Oak is privately owned with a fully-aligned strategy for growth and transformation. Our vision is long-term and extensive and will allow us to plot a strategic arc. Our holistic strategy includes investing into cutting-edge technology and data management tools, investing into back- office simplification to improve client and employee experience, extensive training for our team, and continually enhancing our employee value proposition all to align staff and shareholder interest and fuel a constant drive for sustainable excellence and growth. Oak is committed to this exciting journey. JOB SUMMARY This is a varied and hands-on role within Oak’s Commercial team, which encompasses the Group’s marketing, communications, business development, and broader commercial activity. As a Marketing Executive, you will support the delivery of high-quality BD events and campaigns that contribute to our growth and client engagement goals. Working closely with colleagues across jurisdiction, as well as external partners, you will help ensure our messaging is clear, consistent, and aligned with our evolving brand. This role also requires digital fluency and a strong grasp of AI tools and platforms that support marketing and communications efficiency. KEY RESPONSIBILITIES Events, Business Development & Intermediary Engagement

• Own the planning and delivery of the groups BD events, sponsorships, and conferences across jurisdictions.

• Liaise with suppliers, venues, and internal stakeholders to meet deadlines and budgets • Maintain Oak’s presence with industry associations and external visibility opportunities. Manage

the BD calendar and event tracker. • Assist with the preparation of credentials and pitch materials, including coordination of RFP

submissions • Track leads and opportunities using CRM tools, and contribute to pipeline reporting • Support intermediary engagement by maintaining contact lists, preparing updates, and providing

high-quality collateral.

JOB DESCRIPTION

• Track engagement metrics, and ensure follow-up actions are coordinated • Help ensure marketing and BD activities support client acquisition and retention goals

• Assisting with the Group’s Corporate Social Responsibility (CSR) programme and support the delivery of Environmental, Social and Governance (ESG) campaigns and content.

Campaigns, Content & Communications

• Co-ordinate and deliver marketing and business development campaigns across digital and traditional channels

• Draft, edit, and manage content (news releases, articles, newsletters, award submissions, case studies, and collateral) including segmentation, delivery, and performance tracking

• Maintain, and update the Oak and Opera website and social media channels • Ensure materials follow brand guidelines and messaging frameworks • Assist in maintaining a continuous feedback loop to refine messaging, targeting, and campaign

execution Internal Engagement & Collaboration

• Assist in the delivery of internal campaigns in collaboration with the People & Culture team • Create and publish internal news, announcements, and SharePoint content • Support the rollout and training of marketing and BD tools and templates across the group

General Support & Administration

• Work with external agencies to deliver marketing outputs, maintaining relationships with media and industry bodies.

• Support the tracking of marketing budgets and expenses • Provide essential support to the delivery of the group’s Commercial strategy and OKRs. • Complete other duties as required, in line with the role, team, and evolving function • Uphold Opera’s vision and values in all aspects of work • Completing and inputting time in the time billing system on a daily basis.

KEY COMPETENCIES & SKILLS • A minimum of grade B for English Language at GCSE (or equivalent). • A recognised Marketing qualification, preferably at Undergraduate degree level and be committed to

continuing to study to ensure continuous development. • Experience in a similar role, preferably in the Finance sector. • Good IT skills, including practical experience of Microsoft Outlook, Word and Excel. • An enquiring mind, being able to question, research, apply and share learning. • Proficiency and comfort with technology and ability to adapt to various bespoke systems and IT

platforms. • Excellent organisational skills and ability to meet deadlines. • An understanding of the importance of consistently delivering high standards in a customer service

role. • A flexible attitude to working hours and team needs. • Ability to travel to other jurisdictions for learning and development and marketing experiences, as and

when required. • Ability to work under pressure & meet deadlines. • Excellent written and verbal communication skills. • A proactive approach to work & the ability to work under own initiative.

JOB DESCRIPTION

Employee Signature:_____________________________________ Date:_____________________

KEY BUSINESS PARTNERS

• CEO, CCO, Directors and Managing Directors • Compliance/Data Protection/IT • People & Culture (employee engagement/internal marketing/communication initiatives) • External business partners such as agencies, third party introducers, suppliers, industry events