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 Administrator - Fund Services

Company Description

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

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

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

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

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

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

Job Description

Purpose of The Job To provide support and assistance to a team of fund administrators in the provision of professional fund administration services to a variety of entities for which Ocorian Services Limited provides service and at all times comply with the Policies and Procedures of Ocorian. Main Responsibilities • To become familiar with the terms of all relevant Instruments and Agreements relating to the entities under the administration of Ocorian. • When required, to ensure the tax status of the entities are observed with the timely completion of tax returns and the payment of any notified tax liability. • To deal with incoming correspondence expeditiously. Reference should be made to the relevant supervisor where the demands of the correspondence exceed capabilities. • 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 take responsibility, under supervision, for being the immediate point of contact on allocated cases. • To assist with the overseeing of the maintenance of the accounting records and preparation of annual accounts where this forms part of the services provided by Ocorian, where appropriate, through effective liaison with the Client Accounting Solutions team. • To assist with the billing process, reviewing billing proformas/draft invoices where appropriate, at established frequencies and to discuss these with the Manager/Director prior to processing. • Ensure that database records and statutory records are maintained and updated.

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 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. • When required, to undertake periodic reviews of clients' matters in accordance with the timetable set by the Director. • To ensure that during periods of absence from the office, the relevant manager and colleagues are informed and fully briefed of any anticipated client related matters which may arise during the period of absence. In the event that colleagues are absent from the office to undertake administration of matters allocated to colleagues as required, to ensure the needs of the client are met. • To escalate any issues/risks arising promptly to the Manager/Directors where appropriate. • To ensure a basic awareness and understanding of local Regulatory requirements. • To carry out any function/activity reasonably required by the Manager, Management Team or Directors from time to time.

#LI-JM1

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Qualifications

• Educated to A level or degree standard. • The post holder should be willing to work towards a professional qualification. Knowledge, Skills and Experience • Strong IT skills. • No funds/trust experience necessary but previous office experience would be an advantage. • Good communication skills (written and spoken English). Competencies • Good interpersonal skills are required to develop close working relationships with colleagues and clients. • Flexibility, energy and enthusiasm. • A solution drive attitude to problems. • Good organisational skills and the ability to work methodologically and accurately. • Team spirit.

Additional Information

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

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

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

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

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

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

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

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, CDD and Onboarding (Jersey)

Principle Responsibilities

• Undertake initial new business reviews including screening, reviewing customer identification documents and checking for file completeness for all prospective business and relaying any findings to the relevant Business Units as appropriate and escalating where required;

• Manage any CDD & Onboarding administrators, delegating work, providing objectives and oversight of their deliverables;

• Ensure complete and accurate onboarding, sending outreaches to clients, liaising with client teams on new take-on;

• Managed onboarding mailbox with new client queries on the process of onboarding;

• Work collaboratively and support the Business Units and Managed Trust Companies with the day-to-day administration and processing of all CDD documentation in accordance with policies and procedures;

• Undertake ad-hoc and ongoing databased screening using the screening tool system and conducting internet searches, analysing results, identifying areas for review;

• Monitor incoming emails and respond to CDD related queries on a timely basis;

• Proactively respond to queries from teams as part of the CDD service;

• Process CDD received by the Business Units and record this within the relevant systems and physical filing in accordance with policies and procedures;

• Update and maintain accurate records of all CDD information required;

• Provide training to staff on CDD related policies and procedures;

• Scrutinise internal policies and procedures on a day-to-day basis when undertaking work to consider or suggest ways of improving them; and

• Assist with or carry out any other projects or tasks as requested from time to time.

General Responsibilities

• Develop and maintain good relations with team members and other staff;

• 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 and all sensitive and personal data for Company affairs and its employees;

• 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;

• Maintain an awareness of all regulatory obligations, providing guidance to the business as required; and

• Achievement of client deadlines and KPI’s.

Competencies

• Excellent analytical, interpersonal, oral and written communication skills;

• Ability to thrive in a dynamic team environment;

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

• Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines;

• Dedicated to superior client service;

• Strong organisational skill and attention to detail;

• Ability to work cooperatively and collaboratively with all levels of employees and management to maximise performance, creativity, problem solving and results;

• Ideally an ICA qualification; and

• Demonstrates a strong working knowledge of the Jersey AML/CFT/CPF Handbook, including customer risk assessment, beneficial ownership, controllers, PEP identification, and ongoing monitoring obligations.

IT Skills

• Very strong IT skills to include general competency in Microsoft Office e.g. Word, Excel, and Outlook.

JOB DESCRIPTION

JOB TITLE Senior Administrator, Trust & Corporate (12 month FTC)

JOB LEVEL C1

DEPARTMENT Trust & Corporate

REPORTING TO Manager

JURISDICTION Jersey

OAK SUMMARY Oak offers innovative private client, corporate and fund administration services tailored to our clients' needs. Today, Oak operates across Guernsey, Jersey, Isle of Man, Mauritius and The Bahamas with more than 250 employees administering over $27.5 billion in assets. The group is known for its client-centric approach, commitment to excellence and forward-thinking vision. Oak is owned by Opera Limited, a new holding company backed by Pula, the family office of Stephen Lansdown, co-founder of Hargreaves Lansdown, along with like-minded shareholders such as Sealyham, the family office of Tom Scott. Opera has welcomed Accuro, Amber (now Oak Bahamas), HFL, Meritus and Oak into the fold — each one powered by Opera, each one contributing to our shared ambition. For more information, please visit: https://www.operalimited.com/ JOB SUMMARY The role sits within the administration function of the business. It is a diverse role which is pivotal to business success. A large part of the role is to establish and develop client relationships and build the reputation of Oak as a client focused business who meet and exceed client expectations, The role holder will be responsible for the administration of a portfolio of companies, trusts and other entities ensuring that the affairs of the clients are managed in accordance with the relevant laws and the standard of client services set by the with the relevant Trust Manager and Client Director. KEY RESPONSIBILITIES

Administering a varied portfolio taking responsibility for the proper performance of all necessary administration tasks required to comply with requirements of the client and relevant legislation.

Managing client relationships, attendance at meetings as appropriate including all preparation as necessary

Ensuring that the relevant Trust Manager/Client Director are kept informed of activities at all times.

JOB DESCRIPTION

Ensuring minutes and resolutions for entities under management (companies, trusts, foundations etc)

are prepared as required.

Responsible to ensure all statutory records/returns are prepared and submitted.

Responsible to ensure statutory database/registers are maintained and up to date.

Preparation of correspondence in accordance with firm's procedures

Ensuring that all client requests / correspondence is dealt with in a prompt, professional and efficient manner.

Completing client take-on documentation prior to commencing administration and liaise with relevant contact on hand-over of new clients.

Ensuring that the Compliance department is kept up to date with changes to clients' circumstances,

i.e. services provided, resignation and appointment of directors, loss of business etc.

Supervising and assisting in the training of any Junior Administrator, Administrator or Trust Officer within the department, providing regular information feedback and identifying any additional training needs to the relevant Trust Manager/ Client Director

Considering at all times the "Money Laundering" and "Customer Due Diligence" issues and report any concerns as appropriate.

Compliance with the business' internal policies and procedures as may be amended from time to time.

Ensure compliance with OAK's professional conduct, quality and ethical standards.

General assistance with various projects as requested.

Completing and inputting time in the time billing system on a daily basis.

Completing any other duties as may be required from time to time in accordance with the requirements of the role, team and evolving nature of the function.

In all aspects of your role, display and adhere to Oak’s vision and values.

KEY COMPETENCIES & SKILLS

3-5 years’ experience in an administrative role within Fiduciary Services

Holds a relevant Professional Qualification e.g. STEP, CGI, ACCA

Good understanding of Corporate and Trust Structures

Good understanding of Jersey AML legislation relative to own work

Good IT skills, including practical experience of Microsoft Outlook, Word and Excel

Good written and verbal communication skills

Ability to work accurately with good attention to detail.

JOB DESCRIPTION

Employee Signature: _____________________________________ Date: _____________________ Employee Name: ________________________________________

A flexible attitude towards work and a willingness to assist other members of the team as required.

Good time management, prioritisation and organisational skills

Demonstrates drive, ambition & willingness to learn.

A proactive approach to work & the ability to work under own initiative.

Basic understanding of Trust and Company accounting, including double entry bookkeeping

KEY BUSINESS PARTNERS

Compliance Team

Client Accounting Team

Various banks

Investment establishments

External business partners connected to the client portfolio.

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 Innovation Assistant

The purpose of the role is to support the delivery of knowledge and innovation solutions to the global practice by maintaining all knowledge resources and ensuring risk management, quality control and consistency of approach across teams and offices.

This role would suit someone who is looking to develop a career in legal operations with Bedell Cristin.

Key Responsibilities

• Maintaining and developing the global precedent and know-how database and protecting its integrity through strict quality control processes

• Assisting in the continued development of AI resources, agents and training

• Applying house style to knowledge documents and supporting its adoption across the global practice

• Automating documents and maintaining templates for relevant practice teams

• Assisting in new legal operations projects, maintaining project documentation and attending project meetings

• Curating and maintaining content on our global knowledge platforms

• Providing current awareness updates using the Vable platform

• Assisting with legal and business research to support client matter work

• Assisting with onboarding new starters

Requirements

Qualifications

• Educated to degree level, ideally in law or a related subject

Skills and experience

• Either law firm experience or a law degree essential

• Strong IT skills with experience using AI tools

• Good organisational and administrative skills

• Client-centric approach to services

• Ability to represent the team and the firm professionally and positively both internally and externally

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

Competencies

We would like you to have:

• Excellent organisational skills

• A thorough and methodical approach

• Excellent attention to detail and accuracy

• Team player with initiative and drive

• Conscientious and committed outlook

• Good communication and writing skills

• Adaptability and flexibility

• A friendly and approachable manner

• A commercial and client-focused mindset

• Creative approach to problem-solving

In this role you will be expected to:

• Behave in a manner inkeeping with our core culture and values.

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

• Commit to fulfilling any personal CPD requirements and continually developing your skills and knowledge.

Administrator – Oakglen Wealth Planning (Jersey) Limited

Job Description:

The Administrator plays a key role in the dynamic and challenging financial planning business. The position offers regular interaction with Directors, Senior Management, other key personnel, and clients.

Summary of essential job functions:

The role of the Administrator includes a variety of business sensitive activities, including, but not limited to:

• Client onboarding • Assisting the Financial Advisers in ongoing client meetings and reviews • Administration of client records using various systems • Preparing client reports • Assisting with client and product provider instructions • Helping to resolve client queries and requests where possible

Key Competencies:

• Strong verbal and written communication skills; exemplary professional behaviour • Sound analytical skill, reasoning, and detail-orientation • Good organisational skills and the ability to prioritize • Flexibility to juggle multiple projects, ability to handle tight deadlines • Self-motivated and works well in a team environment • Proficient with IT • Enthusiastic and eager to develop business culture of ‘doing it right first time’

+44 (0) 1534 481 110 talent@oakbridgegroup.com oakbridgegroup.com

JOB DESCRIPTION Junior Accountant – Corporate Services

Location: Jersey Company: Oakbridge Corporate Services (Jersey) Limited

ABOUT US

Oakbridge is a leading independent, owner-managed provider of fund administration and corporate services, offering expert solutions to a diverse international client base from offices in Jersey and the UK. Established over a decade ago, the business was founded to deliver high- quality, responsive in-house services, with a continued focus on meeting client deadlines, fee transparency, regulatory compliance and long-term relationship building. Our experienced, carefully selected team brings expertise across accounting, administration, governance, legal, and finance disciplines within real estate, private equity, venture capital, debt, and other alternative sectors, supported by best-in-class systems and infrastructure. Oakbridge forms part of the Oakglen Group, an international investment and operating group with a global reach.

ROLE OVERVIEW

The Junior Accountant will be expected to provide support to the team and Team Managers of the Company by being proactive in their approach to upholding the reputation, policies and procedures of the Company. They will also ensure the efficiency of the Company is maintained and assist senior team members with ad hoc client requests.

KEY RESPONSIBILITIES

• Primarily responsible for bookkeeping of clients of varying activity levels and conducting full, detailed reviews of own work prior to submission for review.

• Demonstrating competence with client accounting work and progressing with more complex cases and an increased volume of work as knowledge of the entities and accounting standards (and professional studies) increases

• Assist with the preparation of Periodic Financial Reporting/Management accounts and other ad-hoc reporting

• Supporting the clients Annual Audit process including assisting the senior in the preparation of Financial Statements

• Deal with the completion of routine audit queries

• Other ad-hoc tasks as agreed with senior team members, such as assisting with annual tax and other regulatory filings.

REQUIRE SKILLS & EXPERIENCE

• Competent with excel and other IT platforms

• Good communication skills

• Experience with double entry bookkeeping

• Studying or intending to study towards a relevant qualification (e.g. ACA, ACCA, ICAS, CIMA)

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

Associate, Private Wealth & Family Office

Summary and Overview

• Associate, Private Wealth & Family Office

• Jersey

• Permanent

• Full Time

• Competitive Salary & Benefits

Ready to take the next step in your career?

At Equiom, we’re growing and we’re looking for an Associate/Administrator to join our

Private Wealth & Family Office team in Jersey.

This role is ideal for someone with a couple of years’ experience in fiduciary, trust or corporate

administration who is ready to build on their foundations and develop into a more senior role. If

you’re motivated, detail focused and keen to grow your technical knowledge while taking on

increasing responsibility, we’d love to hear from you.

Your Role

As an Associate, you’ll support the administration of a varied portfolio of trusts, companies and

foundations, working closely with Senior Associates and Managers to deliver exceptional client

service.

You will:

Support client portfolio management

• Assist with the day to day administration of trusts, companies and foundations

• Ensure work is completed in line with agreed service standards and regulatory

requirements

Prepare high quality documentation

• Draft trustee resolutions, board minutes, agreements and payment instructions

• Assist with statutory filings and maintenance of accurate client records

Maintain regulatory compliance

• Support client onboarding processes

• Assist with AML/CFT checks and KYC updates

• Ensure records are maintained to meet internal and regulatory standards

Develop your technical expertise

• Build your understanding of fiduciary structures and governance requirements

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

• Work towards increasing responsibility for client interactions and portfolio ownership

Contribute to team success

• Collaborate effectively with colleagues, clients and professional advisors

• Support billing and administrative processes

• Maintain organised, audit ready files

What You’ll Bring

We’re looking for someone eager to learn, develop and progress within a professional fiduciary

environment.

Essential experience:

• 2+ years’ experience in fiduciary, trust or corporate administration

• Working towards (or keen to start) a relevant professional qualification such as STEP or

CGI

• A good understanding of offshore structures and fiduciary principles

Desirable experience:

• Exposure to multi jurisdictional structures

• Experience using client administration systems

• Some involvement in client communications

About You

You’re motivated, dependable and ready to grow.

• Highly organised with strong attention to detail

• Able to manage multiple tasks and deadlines effectively

• Professional and confident communicator

• Proactive, curious and keen to take on new challenges

• Discreet and respectful of client confidentiality

• A positive team player who enjoys contributing to shared goals

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

Associate Funds

Carey Olsen is a leading offshore law firm with a client base that includes global financial institutions, investment funds, private equity houses, multinational corporations, public organisations, sovereign wealth funds and high net worth individuals.

We are looking to recruit an ambitious and personable associate into the Funds and Corporate Real Estate practice area of our prestigious corporate team in Jersey.

Experience in Corporate Real Estate is preferred.

Our corporate practice – the largest in the Channel Islands – is a cornerstone of our legal services offering. The award-winning corporate team is renowned for its excellence and commitment to delivering high-quality and expert service to our clients. Becoming part of the team would offer you the opportunity to advise on some of the most cutting-edge work taking place in the offshore world from within a flexible and supportive team environment.

If you have an excellent academic background, a minimum of 4 years' PQE and the right blend of experience and ambition to get involved with a variety of transactional matters, click on "Apply for this job" to submit a CV.

Location: Jersey

Department: Corporate - Funds

Experience: 4-6 years PQE. Corporate Real Estate experience would be highly advantageous

JOB DESCRIPTION

JOB TITLE Corporate Services Manager JOB LEVEL

BUSINESS Corporate Services

DEPARTMENT Corporate Services

REPORTING TO Corporate Services Associate Director

JURISDICTION Jersey

OAK SUMMARY Oak offers innovative private client, corporate and fund administration services tailored to our clients' needs. Today, Oak operates across Guernsey, Jersey, Isle of Man, Mauritius and The Bahamas with more than 250 employees administering over $27.5 billion in assets. The group is known for its client-centric approach, commitment to excellence and forward-thinking vision. Oak is owned by Opera Limited, a new holding company backed by Pula, the family office of Stephen Lansdown, co-founder of Hargreaves Lansdown, along with like-minded shareholders such as Sealyham, the family office of Tom Scott. Opera has welcomed Accuro, Amber (now Oak Bahamas), HFL, Meritus and Oak into the fold — each one powered by Opera, each one contributing to our shared ambition. For more information, please visit: https://www.operalimited.com/ JOB SUMMARY This is a diverse role which is pivotal to business success and integral in continuing the reputation of Oak as a client focused business which meets and exceeds client expectations. The role is part of a small team within Corporate Services and requires the post holder to work independently and collaboratively across the business. The role holder will be responsible for the administration of a portfolio of corporate structures, ensuring that the business of each client is managed in accordance with the relevant laws and the standard of client services set by Oak, in liaison with the relevant Corporate Services Director. KEY RESPONSIBILITES

Supervising and assisting in the training of staff within the department, providing regular information, feedback and identifying any additional training needs.

JOB DESCRIPTION

Supervising staff within the department including mentoring, counselling, compliance with policies

and procedures, recruitment, resourcing, training and development.

Ensuring that client WIP is reviewed, billing is approved by the Corporate Services Director, invoices are raised and sent out in a timely manner then debts are collected within 90 days.

Administering a varied portfolio, taking responsibility for the proper performance of all necessary administration tasks required to comply with requirements of the client and relevant legislation.

Managing client relationships, attendance at meetings as appropriate.

Ensuring that the relevant Corporate Services Director is kept well informed of client matters and business activity.

Ensuring minutes and resolutions for entities under management (companies, trusts, limited partnerships, foundations etc) are prepared promptly, reviewed, signed and filed.

Ensuring all relevant periodic reviews, accounts, timesheets, reports and external returns are prepared and submitted on time.

Ensuring that statutory registers are accurately maintained and up to date.

Ensuring that all client correspondence is dealt with in a professional, ethical, prompt and efficient manner.

Completing client take-on documentation and obtaining NBAC approval prior to commencing administration and liaising with relevant contacts on implementation of new client business.

Ensuring that Compliance colleagues are kept up to date with changes to clients' circumstances, e.g. services provided, resignation and appointment of directors.

Considering at all times the Anti Money Laundering and Customer Due Diligence issues and reporting any concerns as appropriate.

Management involvement with new business proposals in liaison with the relevant Corporate Services Director.

Regularly monitoring Key Performance Indicators and resolving any adverse variances.

Completing any other duties as may be required from time to time in accordance with the requirements of the role, the team and the evolving nature of the function.

JOB DESCRIPTION

Employee Signature:_____________________________________ Date:_____________________ Employee Name:________________________________________

KEY COMPETENCIES & SKILLS

Working knowledge of Viewpoint.

Understanding of Jersey corporate structures.

Strong organisational ability.

Understanding of AML legislation relative to own work.

Detailed knowledge of Oak procedures relative to own work.

Working knowledge of accountancy and book-keeping.

Understanding of Jersey company law.

Recognised industry professional qualification.

Minimum of 5 years post qualifying experience in the fiduciary sector and/or at least 10 years industry experience. Must already be operating at Manager level.

Must demonstrate enthusiasm, drive, and a proactive ‘can‑do’ attitude

KEY BUSINESS PARTNERS

Compliance Team.

Client Accounting Team.

Various banks, legal and tax advisers.

Investment managers.

External business partners connected to the client portfolio.

JOB DESCRIPTION

Job title

Learning & Development Assistant

Reports to

People and L&D Business Manager

Reporting to this position

No direct reports

Location of work

Guernsey / Jersey Support Office

Date Effective from: February 2026

Role Purpose

(Areas of Responsibility)

To provide timely, accurate and effective support to the L&D team.

Providing a wide range of vital L&D administration and support.

Ensuring all training activities are executed in an organised and

efficient way and in line with the L&D Strategy.

Society’s Vision To make a real difference to the communities we serve

Society’s Mission To develop and protect long-term member value

Society’s Values COOPERATION: embracing the co-operative principles in everything

we do.

OPENNESS: honesty and trustworthy in what we say and how we

behave. Being prepared to listen.

PASSION: pride in our business, determination to succeed, radiating

positive energy.

EMPOWERMENT: providing opportunity, encouraging contribution

and involvement, believing in our people.

RECOGNITION: ensuring our colleagues are appreciated, valued and

rewarded for their achievements.

Main Areas of Responsibility

• Support the L&D Officers with the effective delivery of the Learning and Development Strategy

• Assist in the delivery of training and development programmes based on the needs of the L&D

officers, organisation and individuals

• Assist the L&D Officers with Producing training material for in-house courses

• Liaise with L&D Officers, stakeholders, and People business partners to assist with programmes that

are satisfactory to all relevant parties in the organisation, such as, trading teams, marketing, finance,

IT, Care and Funeral and where appropriate engage with external providers Commented [NC1]: This could be condensed into above

2

• Help L&D Officers, line managers and in store trainers solve specific training problems, either on a one

to one basis or in groups

• Ensure all documentation is accurate and kept up to date in

adherence to legal compliance and data protection

• Booking colleagues on First Aid, Fire Marshall and any other relevant H&S training

• Ensure all administration tasks are completed effectively and accurately

• Assist in Producing monthly KPI’s for all training activities

• Maintain and respond to e-mails in the L&D and Inductions Mailbox

• Ensure that all data, including training records on the relevant L&D platforms are up to date,

maintained, and input accurately

• Develop and maintain strong and effective working relationships with colleagues across the business

and external training providers

• Support the L&D team with various projects such as Project Retail, Careers Fairs and Customer Service

• Assist with the distribution and maintaining of Uniforms

COMPETENCIES AND SKILL SET

• Interpersonal skills that enable you to work with people at all levels of an organisation

• Basic Presentation Skills

• Ability to demonstrate the society’s Mission, Vision and Values

• Written and spoken communication skills that allow you to inform and advise clearly

• A good customer-focused background

• Strong teamworking skills and a collaborative approach to learning, both face-to-face and remotely

• Administration, organisation and planning skills to assist the team, manage your time and to meet

deadlines and objectives

• Proactive, enthusiastic and innovative approach to work

• Proficient computer skills, specifically, Excel and Powerpoint

• Demonstrate a positive and committed attitude

PERSONAL ATTRIBUTES;

• Flexible, confident and friendly team member

• Ability to communicate positively and effectively

• Able to work to deadlines with focus on results and quality of service at all times

• Enthusiastic and self motivated MEASURES OF PERFORMANCE:

• Evidence of completion of administration to the standards set

• Feedback from L&D team and stores

• Feedback is positive/few customer complaints