JOB DESCRIPTION

Role title Senior Administrator

Reporting structure Reports to Manager

Location Jersey

Role requirements The post holder will manage and take responsibility for the administration of a diverse portfolio of corporate and fiduciary clients and ensure that client relationships and administration are conducted effectively and to a high standard.

Principal duties • Ensure that you have an understanding of the transactions you are working on • Ensure corporate records and statutory registers are correct and complete and all

on-going requirements are diarised and actioned timely • Assist with the effective management of day-to-day activities to include timely

processing of work, meeting transactional and internal procedural deadlines and managing WIP and debt collection

• Create and maintain effective working relationships with colleagues both in the immediate department and across the business

• Other ad-hoc duties as requested

Experience • Previous experience with some or all of the above tasks • Experience of working in a corporate services or fiduciary environment • Good working knowledge of Microsoft desktop software

Professional qualifications

• Hold or be studying towards a relevant professional qualification

Personal characteristics

• Good communication and interpersonal skills • Able to build relationships and work as part of a team • A positive and flexible approach • Ability to manage and prioritise tasks, time and people in order to meet deadlines • Ability to work independently

Conditions of work • 37.5 hours per week with 60 minutes per day for lunch – standard working hours are 9:00am – 5:30pm

Benefits • 25 days holiday entitlement with the ability to buy / sell 5 days per financial year • Discretionary bonus scheme • Private medical insurance (from day 1 with all previous conditions disregarded)

There is the option to add family members at candidates own cost • Permanent health insurance • Life assurance x 4 annual salary

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

Compliance Senior Administrator

As well as being an experienced and integral member of the compliance team, the senior compliance administrator will assist with monitoring and developing the controls in place within Bedell Cristin that ensure compliance with all relevant statutory, legal and regulatory requirements.

Key Responsibilities

• Take ownership of any allocated tests within the Compliance Monitoring Plan and have the ability to identify any perceived risks to the business.

• Liaise with the business where required and document any queries raised as a result of the testing.

• Collaborate with internal stakeholders to address compliance issues, conduct risk assessments, and provide guidance on compliance matters

• Organize own workload to ensure that any compliance monitoring reviews are undertaken in accordance with pre-agreed timeframes

• Develop and implement compliance reporting mechanisms to track and report on compliance activities

• Respond to CDD and other onboarding queries from the business and Client Take-on team

• Assist with the training and education of employees, including new joiners, on compliance policies and procedures

• Maintain records and documentation related to compliance activities and audit

• Assist with enquiries from regulatory agencies and help to prepare for regulatory visits and investigations

• Stay informed about industry best practices and trends in compliance to ensure the firm's practices remain current and effective

Qualifications

More about you Qualifications

• Ideally educated to A level standard or equivalent

• Completed a professional/relevant qualification to Diploma level, an ICA qualification would be preferred

Knowledge/skills/experience

• A good awareness and understanding of local regulatory requirements and AML

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

• At least 3 years' industry experience

• Previous experience in a similar role and preferably within a legal environment

• Strong IT skills

Competencies

We would like you to have:

• Good interpersonal skills are required to develop close working relationships with colleagues and clients

• Strong prioritisation and time management skills and the ability to work under pressure

• Flexibility, energy and enthusiasm

• A solution driven attitude to problems

• The ability to organise and manage workflows and delegate as appropriate

• Ability to work methodically and accurately

In this role you will be expected to:

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

• Have a willingness to continually develop your skills and knowledge

• Act in accordance with our values and core behaviours

• Flexibility, as occasionally you may be asked to work beyond your contracted hours to support urgent transactional work

Strictly Private and Confidential

Job Title: Parish Administration Assistant Reports to: Parish Executive Officer Organisation: Parish of St Lawrence Purpose of the Position To provide secretarial and administrative support in the Parish Hall administration office as required, including dealing with all public enquiries. Principal Accountabilities 1. Provide an efficient and timely secretarial and administrative support service to the administration

team and the Connétable in the general administration of the Parish Hall and various Parish Systems

2. Deal with as many enquiries, issues and administration related matters as possible, deciding as appropriate, whether to refer them to the Parish Executive Officer

3. Assist with the organisation of Elections as required 4. Assist with the organisation of official functions/events, plan and produce programmes, itineraries

and guest lists 5. Assist with ensuring that Parish properties are tidy and secure

6. Assist in the maintenance of the Parish website Background Information

The administration office is headed by the Parish Executive Officer who leads a small team of administrators responsible for carrying out administrative duties and record keeping for the Parish using various computer systems. This role is responsible particularly for working with the Parish Administration Officer in providing support to the Parish Executive Officer and Connétable and other officers in the performance of various Parish administration duties and functions. These are mostly about managing various computerised record systems but also includes occasional support in areas such as:

• Parish assemblies

• Procureurs’ meetings

• Roads Committee meetings

• Elections

• Branchage

• Rates Assessment meetings

• Etc. The position will, in the absence of the Parish Executive Officer, support the Parish Administration Officer in the organisation of such meetings and associated administration and follow up activity.

As part of the small administration team it will be expected that the successful candidate will assist with support on other administrative duties, particularly during staff holidays and peak workload periods.

Strictly Private and Confidential

As this position interacts with a wide range of Parish officials, parishioners and other contacts, communication skills are important as is the ability to develop effective working relationships. In addition, this role will be responsible, through the Parish Executive Officer and alongside the Parish Administration Officer, for ensuring that Parish property is kept in order and secure. This is a role that is closely involved in the fabric of the Parish community affairs. It is a full time role - (32.5 hours per week), although there will be a need for some flexibility in working hours and occasional attendance at events outside of normal office hours. Knowledge and experience required

The post holder will have a successful and demonstrable track record in a similar secretarial and administrative support role. The post holder will communicate effectively with parishioners, colleagues and other contacts both verbally and in writing and will have outstanding interpersonal skills in representing the Parish to the highest standards at every opportunity. An understanding of the workings of a Parish or government organization is of value but is not a prerequisite. The postholder must be familiar with and competent in the use of Microsoft Word and Excel and ideally have some experience of maintaining website content. The ability to develop necessary skills to be able to use specialist computerised Parish systems is essential. A very high degree of confidentiality is required.

Candidate Profile

• A track record in a secretarial or administrative role

• Ideally, some understanding of the workings of a Parish or of government

• Competent in using Microsoft Word and Excel

• Organizational skills in arranging events and meetings

• Strong communication skills with the ability to relate well at all levels of contact with others

• Able to work as part of a small team and to cover for absences

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

Trust Officer

Job Summary

Responsible for the day-to-day administration of a portfolio of client companies and trust structures, ensuring accurate record-keeping, compliance with procedures, and delivery of quality service. Provide support to senior team members as required

Job Accountabilities:

Client Administration

• Manage routine administration of client companies and trusts, including maintaining records and statutory filings.

• Prepare standard bookkeeping entries and assist with basic financial reporting under supervision.

• Ensure client confidentiality and maintain accurate documentation.

• Liaise with intermediaries and service providers for standard queries.

Compliance & Risk

• Follow local regulatory requirements and internal compliance procedures.

• Report any issues or concerns promptly to senior staff.

• Ensure all tasks adhere to Praxis’ risk management policies.

Communication

• Respond to client queries in a timely and professional manner.

• Maintain clear communication with team members and escalate complex matters when needed.

Personal Development

• Participate in training and development opportunities.

• Keep up to date with relevant industry practices and regulations.

Minimum Education and Experience

• Educated to A level or equivalent.

• 1–3 years’ experience in fiduciary or administrative roles preferred.

• Basic understanding of offshore structures and willingness to learn.

Skills

• Strong organizational and time management skills.

• Attention to detail and accuracy.

• Good communication and interpersonal skills.

• Ability to work as part of a 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

Senior Trust Officer

Job Summary:

To undertake the day-to-day administration of a portfolio of Client Company and trust structures.

From time to time to undertake specific additional tasks as advised. Work with the rest of the Fiduciary management team to improve profitability, limit both Praxis' and client’s exposure to risk and provide a quality service to clients.

Job Accountabilities:

Client relationship management

• Day-to-day administration of a portfolio of fairly complex client cases, including book-keeping entries and the preparation of some financial reports and statements

• Have a broad understanding of the principles and practices of offshore trusts, companies and related structures

• Ensure mutual understanding of client and Praxis' expectations and commitments at outset and throughout the relationship

• Develop long term, profitable business relationships with clients maintaining regular contact and ensuring client confidentiality is respected

• Liaison with investment advisors, asset managers and other third parties regarding client affairs as necessary

• Understand the principles of managing financial assets and how the performance of stock and currency markets impacts on client portfolios

• Critically review a set of company or trusts accounts or other financial reports

• Have a broad understanding of tax issues and jurisdictions as they relate to client circumstances

• Anticipate technical problems when dealing with client issues, think laterally and creatively to find solutions and, where necessary, seek expert advice

• Where appropriate, identify and communicate improvements that enhance service to clients and/or profitability to Praxis

• Develop a rapport with professional intermediaries and service providers in relation to the conduct of client business

Business Development

• Meet with existing intermediaries

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

• Develop the existing client base by understanding client needs through effective listening and questioning

• Demonstrate to clients the ability, supported by Praxis' skill base and other specialists, to provide advice on all aspects of wealth management

• Assist in developing new business opportunities by developing good working relations with professional intermediaries

• Keep up to date with changes in the market that have the potential to impact on offshore structures.

• Keep abreast of product and service developments that may enhance and add value to existing and potential client relationships

• Have a general awareness of financial and economic developments globally

Risk management

• Understand and apply local legislation relating to drug trafficking, money laundering, terrorist financing and in any other legislation that impacts on the conduct of fiduciary business within the jurisdiction

• Report complaints, operational risks, suspicions etc in accordance with local procedures

• Ensure that risk issues are reported to the Directors and Compliance as appropriate

• Understand, apply and adhere to Praxis' risk management policies and procedures and, where appropriate, be proactive in identifying and proposing improvements

• Assess and manage risk situations to avert potential risk issues for both clients and Praxis and to ensure that the assets of both are protected

• Ensure that client complaints are dealt with in a timely manner and at the right level

Corporate governance

• Actively champion Praxis' values by promoting a culture of professionalism, teamwork and leadership

• Have an understanding of Praxis' vision and the direction in which the Group is heading

• Understand how the role of each individual contributes to Praxis' vision

• Understand and acknowledge the need for change

Financial management

• Will be expected to achieve pre-determined utilisation targets (set as part of the annual budget process and notified to the individual via the appraisal/objective setting process)

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

• Balance the client’s needs with the Group’s commercial expectations both in developing strategies for clients and in the day-to-day management of their affairs

• Work to achieve the Group’s financial benchmarks

• Regularly review work in progress, deficits, aged debtors and bad debt write offs on client portfolio

People management

• Contribute effectively during meetings

• Support and advise subordinate staff within their area of responsibility

• Explain technical issues in a way non-technical people can understand

• Build morale and team spirit within Praxis

• Inspire others through own actions and behaviours

Personal development

• Attend seminars and workshops, read industry publications and advisory briefs and follow developments in wealth management to enhance professional and technical knowledge

• Shape own development by identifying areas to improve own knowledge and skills and actively seek assistance

• Develop techniques for coping with time/deadline pressures

• Maintain evidence of continuing professional development

Minimum Education and Experience

• The holder of this position should be educated to A level

• The post holder should have a minimum of five to 10 years’ experience in fiduciary services and qualify as a C category person under the JFSC guidelines.

• Good knowledge of offshore fiduciary services

• A proven track record in handling complex offshore fiduciary issues

• A proven track record in client relationship management

• Knowledge of compliance issues and the regulatory framework within which Praxis operates

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

New Business Manager

Job Summary:

To assist with the day-to-day running of new business within the trust administration department, before handover to the client administration teams. Dealing with a wide variety of tasks which will be of a complex nature, obtaining the various documentation required to establish/take on an entity or structure and the establishment of the entity or structure including all constitutional documentation. Act as an B signatory to client bank accounts and B signatory in respect of documentation required as part of establishment or taken on. Help develop and mentor more junior members of the trust department, in relation to new business processes. This job role is open to Manager or Assistant Manager levels.

Job Accountabilities:

• The day to day running of new business clients. Tasks will involve:

• Undertaking client discovery and application process.

• Ensuring that statutory records are kept up to date and are accurately maintained at all times.

• Reviewing and approving identification and obtaining all due diligence required for new business.

• Preparation of all necessary internal documentation (DTE, preparation of minutes/resolutions etc.), liaising with the new business committee to obtain sign off for client acceptance.

• Attend and present to the New Business Committee (Client Risk Committee) when necessary.

• Entity or structure establishment/take on process, including incorporation, appointment of officers, registry updates etc.

• Completion of the current stage 4 process, to undertake structure/client handover to the identified team who will provide ongoing admin services.

• Review and sign off stage 4 checklists where applicable.

• Responsibility to oversee the completion of the new business reporting, to present to RPs on a monthly basis.

• Liaison with RPs throughout New Business process and to attend meetings with clients and intermediaries, when required.

• Liaison with the clients and intermediaries both by telephone and in writing throughout the take on/establishment process (until our appointment and finalising any matters regarding the take on of the assets of the structure.

• Assist more junior staff with queries/problems, within the Trust Department.

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 the Associate Director as necessary.

• Monitor work given to other departments who are assisting with the New Business process.

• Supervision of more junior members of the team (if applicable).

• To attend BD meetings, when required.

Minimum Education and Experience

• Educated to ‘A’ Level standard, or equivalent.

• A minimum of 5 years’ relevant experience

• Achieved or be studying towards a relevant professional qualification i.e., STEP Certificate/Diploma

Required Skills

• Strong written and verbal communication skills

• Good problem-solving skills.

• A strong team player

• Ability to work to deadlines with minimum supervision.

• Strong manager skills

To apply

We encourage you to apply well in advance of the deadline and if you are successful, we will meet with you as soon as possible.

Our Commitment to Diversity

We want you to bring your full self to work and maximise your potential. Praxis Group is a place where everyone can thrive, whatever their gender, ethnicity, disability, sexual orientation, and socio- economic background.

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, Client Onboarding Unit The Manager of the European Onboarding Team is responsible for overseeing a team of client onboarding and AML specialists based in Europe (the majority are primarily in Jersey), with responsibility for broader European operations.

The role is pivotal in setting strategic direction, driving ongoing process improvement, demonstrating exemplary team leadership, and serving as a key participant in both internal and cross-jurisdictional projects. The Manager will ensure Ogier’s onboarding processes are aligned with regulatory obligations, commercial objectives, and the firm’s 2030 Vision, promoting service excellence through innovative and risk-based approaches.

Key Responsibilities

• Lead, mentor, and develop a dynamic team of onboarding and AML specialists, fostering a culture of collaboration, accountability, and continuous growth

• Set and communicate the strategic direction and priorities for the team, ensuring alignment with organisational goals and regulatory requirements

• Drive process improvement initiatives for onboarding workflows, leveraging creativity and challenging conventional approaches to enhance efficiency, client service, and risk management

• Be a key stakeholder in process transformation and client journey optimisation projects, representing the team and contributing ideas to streamline operations and deliver effective solutions

• Cultivate strong relationships with internal and external stakeholders, including Legal, Compliance, Finance, and other Operational units, to facilitate seamless onboarding experiences across jurisdictions

• Act as point of escalation for complex onboarding matters, providing expert resolution and guidance on risk, compliance, and operational challenges

• Oversee the ongoing monitoring and quality control of individual and team outputs, ensuring compliance with policies, regulatory standards, and service level agreements

• Lead the team in embedding Ogier’s 2030 Vision, encouraging innovation, adaptability, and continuous professional development

• Analyse key performance indicators, prepare reports, and present findings to senior management, supporting fact-based decision making and behavioural change

• Continuously assess and enhance control frameworks, identifying and mitigating hidden risks or non-conformities, and sharing best practices across Ogier’s offices

• Champion new technologies and platforms to further automate, simplify, and future- proof onboarding and regulatory processes

• Periodically review and update onboarding procedures, maintaining robust compliance while seeking creative and pragmatic solutions to emerging challenges

Skills, Knowledge and Expertise

• A Minimum of 6-8 years' experience at management level in the legal, compliance or regulatory sector with an exemplary record of performance

• An ICA, CAMS, AML or equivalent professional qualification • Proven track record of leading and motivating large, global teams • Excellent communication skills • Proven operational and process improvement experience

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

• Knowledge and experience commensurate with this role and having dealt with regulatory environments both onshore and offshore

• Relevant experience in the AML/CDD on-boarding sector and client service delivery • Practical and commercial approach to problem solving • Experience of influencing behaviours at all levels of the organisation • Proven track record of delivering enhancements to process efficiency • Ability to produce and present effective presentations and training sessions

About Ogier

Ogier provides legal advice on BVI, Cayman, Guernsey, Irish, Jersey and Luxembourg law. Our network of locations also includes Beijing, Dubai, Hong Kong, London, Shanghai, Singapore and Tokyo.

Legal services for the corporate and financial sectors form the core of our business, principally in the areas of banking and finance, corporate, investment funds, dispute resolution, private equity and private wealth. We also have strong practices in the areas of employee benefits and incentives, employment law, regulatory, restructuring and insolvency and property.

Ogier's corporate administration business, Ogier Global, incorporates and administers a wide variety of vehicles including public and private companies, partnerships and trusts.

Ogier is based in 13 jurisdictions including Beijing, BVI, Cayman Islands, Dubai, Guernsey, Hong Kong, Ireland, Jersey, London, Luxembourg, Shanghai, Singapore and Tokyo.

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

Client Director (Private Client)

Job Description

• Acting as Director on the boards of client companies and/or Ocorian's corporate directors and/or Ocorian's corporate trustees.

• Driving operational excellence through coaching team members to deliver a client-centric service, coaching others in the requirements for data accuracy and completeness.

• Monitoring the deployment of adequate controls to ensure compliance and regulatory requirements are met to manage risk exposure, designing and implementing processes to deliver compliance services in an efficient and profitable way.

• Being a key and active participant of management forums such as the Commercial Committee and Risk and Audit Committees.

• Proactively participating in projects demonstrating the ability to generate innovative operational ideas and to constructively challenge the status quo.

• For those holding directorships on Ocorian regulated entities:

• Acting as a director on the boards of the Ocorian regulated/licenced entities.

• Demonstrating the necessary knowledge to understand the responsibilities in relation to the licence holder in the jurisdiction

• Acting with skill care and diligence, appropriately and independently in the best interests of the licence holder

• Maintaining up-to-date and accurate information concerning the licence holder's business, governance and financial position

• Demonstrating relevant experience in respect of their responsibilities. Able to allocate sufficient time to the licence holder to discharge their responsibilities effectively.

Qualifications

Roles at this level require: Likely to have 15+ years trust and company administration/relevant experience. Suitable management experience. A professional/relevant qualification to Professional Level (e.g. ICSA/STEP). Possess a comprehensive understanding and strong technical knowledge of Trust Administration, Company Law and the tax implications of various structures. Meets the required standard as set by the local regulator.

Role-specific skills:

• Digital Literacy - demonstrates advanced proficiency in leveraging digital tools, technologies, and platforms to enhance operational efficiency, data management, communication strategies, and client interactions within the private client service line. This includes expertise in data analysis, digital marketing, CRM systems, cybersecurity best practices, and utilizing technology to drive innovation and agility in client service delivery.

• Project Management - able to lead complex projects, overseeing cross-functional initiatives, and ensuring the successful execution of strategic initiatives to drive operational excellence and achieve key business objectives within the private client service line.

• Risk Management - able to identify, assess, and mitigate risks related to regulatory compliance, financial operations, client relationships, and other critical areas to safeguard the business area's reputation and financial stability.

• Financial Reporting - able to interpret financial statements and reports to provide clients with insights into their financial situation and help them make informed decisions.

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

• Taxation Expertise - demonstrates a strong understanding of tax laws and regulations to provide strategic tax planning and compliance services to high-net-worth individuals and families.

• Wealth Management Skills - understands investment strategies, asset allocation, risk management, and financial planning for advising clients on managing their wealth effectively.

• Leadership Skills - demonstrates strong leadership qualities to inspire and guide teams, set a strategic vision, and drive the overall success of the Private Client service line.

• Thought Leadership - provides innovative insights, strategic direction, and industry expertise to drive thought leadership initiatives, stay ahead of market trends, and position the business area as a leader in the private client service sector.

• Client Relationship Management - possesses excellent interpersonal skills to build and maintain strong relationships with high-net-worth clients and understand their unique needs and preferences.

• Problem-Solving Skills - adept at analysing complex financial situations, identifying issues, and developing innovative solutions to meet clients' needs.

• Change Management Skills – uses change management techniques to drive initiatives to improve efficiency, client service delivery and business results.

• Influencing Skills - directs and influences others using well-developed communication and influencing 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.

• 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

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at careers@ocorian.com.

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.

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

Senior Manager (Private Client)

Job Description

What’s In It For You

• Competitive salary

• Hybrid Working

• Flexible working hours

• Annual Salary Reviews

• Pension

• Private medical insurance

• Dental plan

• Life assurance

• Income protection & Critical illness

Responsibilities:

• Acting as the senior lead for a diverse portfolio of clients, demonstrating strong commerciality and excellent relationship management skills in order to meet and exceed financial targets.

• Proactively meeting clients to build long term relationships, building trust and rapport through empathy and professionalism and reducing client churn.

• Acting as the escalation point for technical guidance and complex service/sales issues.

• Driving operational excellence through coaching team members to deliver a client-centric service, ensuring data accuracy and completeness.

• Monitoring the deployment of adequate controls to ensure compliance and regulatory requirements are met to manage risk exposure; identifying process efficiencies and continuous improvements.

• Developing skills to act in a fiduciary capacity as director on client boards, in line with all statutory requirements.

• Proactively participating in projects demonstrating the ability to generate innovative operational ideas and to constructively challenge the status quo

• Developing skills to act in a fiduciary capacity as director on client boards.

• Driving profitability and instilling a strong culture of financial management best practice including monitoring the preparation of fee proposals, resourcing, time recording, invoicing, collections and cost management.

• Proactively reviewing the profitability of each entity and participating in agreed and needed remedial action

Qualifications

• Minimum of 3+ years trust and company administration/relevant experience.

• Suitable management experience.

• Desirable: A professional/relevant qualification to Professional Level (e.g. ICSA/STEP/CGI). Possess a comprehensive understanding and strong technical knowledge of Trust Administration, Company Law and the tax implications of various structures.

• Meets the required standard as set by the local regulator.

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

Additional Information

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

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

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

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

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

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

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at careers@ocorian.com.

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.