Executive Assistant

The Role:

This is not a traditional Executive Assistant position. You will act as strategic partner, and be the central coordination point for our Global Executive Directors priorities, projects and communication across the organisation.

Your role will be to ensure that our Executive Directors time is aligned to strategic priorities, being a strong gate keeper for his time and be comfortable and making decisions on behalf of the director, whilst all the time looking at ways to ensure he is the right meetings, at the right time, fully prepared and his time is fully optimised.

Your Impact:

Diary Management & Protection

· Shape, Challenge and optimise how the Executive Director spends his week

· Take control of the Directors Calendar - blocking any meetings not need to attend, enforcing agendas prior to meetings, continuous auditing of meetings being attend and re-shaping how lower value work is supported

· Strategically manage a complex and constantly evolving schedule of meetings and events, seamlessly coordinating across numerous time zones and a variety of stakeholders.

· Arrange frequent and complex travel for meetings, conferences, and international visits, which will involve frequent travel throughout the year.

Meeting support

· Supporting Board and Sub-Committee reporting cycles, ensuring consistency and accountability

· Gather and prepare information, proactively connect the dots, and serve as the Directors eyes and ears on the ground to ensure informed decision-making.

· Support key meetings; circulating agendas, capturing notes and ensuring actions are complete.

Organisation

· Manage & support the Directors priorities; anticipating challenges before they arise and using your initiative to problem solve.

· Managing and ensuring timely follow up of important, but non-urgent work - being on top of all tasks the Director needs to complete in a week

· Support operational tasks and processes; suggesting ideas for continuous improvement and performing meeting analysis to ensure your Leader's time is being used effectively.

· Prepare and design presentations for internal meetings and talks and review and refine internal comms on behalf of your Lead.

· Support with the Organisation of team-wide off-sites, events and socials (virtual or in person).

Project Support

· Attend where the Director is unable to on non-urgent but important work

· Provide updates to the Director or how the projects are progressing and flag any issues/blockers

· Joining information, actions and priorities across teams to maintain momentum and alignment

· Preparing structured updates, briefings and summaries to support effective decision-making

· Have an over arching view of all projects under the Directors remit & provide updates when you see issues arising

About you:

You will bring experience supporting senior leaders at C-suite or Managing Director level and feel confident operating as a true business partner rather than purely administrative support.

You are naturally curious, highly organised and comfortable working across functions.

You enjoy understanding how different parts of a business fit together and take pride in connecting people, information and priorities.

You will likely have:

· 5+ years’ experience supporting senior leadership in a EA Or Executive Business Partnering Role

· Strong technology capability, with confidence using Microsoft 365, Slack, SharePoint and digital task or workflow tools

· A process-minded approach and a genuine interest in using technology to improve efficiency, visibility and consistency

· Experience coordinating work across multiple teams and stakeholders, internally and externally

· The ability to join the dots between strategy and delivery

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

Senior Associate (Private Client)

To provide professional trust and company administration services to a varied portfolio of clients in the Private Client Department. At all times to comply with Ocorian Policies and Procedures to ensure smooth operation of the department and the provision of professional and high-quality service to clients and their advisers.

Main responsibilities

• To administer a portfolio of more complex, demanding and/or high-risk trusts, companies and other entities and ensure all activities align with within statutory requirements and or governing documents.

• To ensure the tax status of entities is 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 manager if the demands of the correspondence exceed capabilities.

• To prepare detailed attendance notes of any telephone communication and ensure they are retained on client files and circulated to relevant staff members

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

• To take responsibility for being the first point of contact in allocated client relationships.

• To oversee 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 manage the billing process, reviewing billing summaries and draft invoices where appropriate, at established frequencies and to discuss these with the Manager/Director prior to processing.

• To ensure that database records are input on formation/establishment (including any statutory registers or other records) and updated when circumstances change.

• To monitor the aged debt position of matters under administration and to liaise with the Finance Department and Directors to ensure that control is maintained in managing the value and length of aged debts.

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

• To ensure that during periods of leave 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 leave.

• To maintain an awareness and understanding of local Regulatory 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

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

• Escalate any issues/risks arising promptly to the Manager or Directors where appropriate.

• To mentor and support the training of more junior members of staff with supervision and guidance from the Manager, referring to Ocorian Policies and Procedures for guidance.

Additional Responsibilities

• To assist the Manager, providing daily support as requested. This will include but may not be limited to;

• Being aware of risk exposure and ensuring Risk/Review procedures are followed at all times, being aware of the need for professional advice and have a good understanding of local Regulatory matters. Escalating any issues/risks arising promptly to other members of the Management team including Directors where appropriate.

• Supporting the on-going development of the team by involvement in the coaching, training and motivation of team members in conjunction with the Assistant Manager/Manager.

Qualifications

• Educated to A level or degree standard.

• Ideally the post holder will have completed a professional/relevant qualification to Diploma Level (e.g. CGI/STEP).

Knowledge/skills/experience

• Ideally a minimum of 5 years' experience in Trust and Company Administration and/or in a financial services environment.

• A comprehensive understanding and technical knowledge of Trust Administration, Jersey Company Law and the tax implications of various structures.

• Strong IT skills.

Competencies

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

• Flexibility, energy and enthusiasm.

• Ability to work under pressure and meet deadlines.

• A solution driven attitude to problems.

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

• Good organisational skills and the ability to work methodically and accurately.

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

• Team spirit.

Additional Information

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.

JOB DESCRIPTION

JOB TITLE Manager – Compliance (VASP) JOB LEVEL: B2

DEPARTMENT Compliance

REPORTING TO Client Compliance Lead Jersey

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 $24 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 (pending regulatory approval), Amber (now Oak Bahamas), HFL, Meritus (pending regulatory approval) 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

Responsibility for the AML / CFT / CPF function (including prevention, detection and reporting) of Oak Jersey's VASP Client Entities where appointed as MLCO / MLRO.

Assist in the development of specific VASP policies and procedures.

Working with the Head of Compliance Jersey and Client Compliance Lead ensuring the day to day compliance and anti-financial crime functions of Oak Jersey meets the required standards.

This will involve advising and reporting to Key Business Partners on business issues and standards and ensuring compliance with all policies and procedures.

KEY RESPONSIBILITIES

With support from the Client Compliance Lead, provide the three Key Person roles for Oak Jersey’s VASP Clients Entities (including AMLSP supervised persons), as required.

JOB DESCRIPTION

Client Entity Money Laundering Compliance Officer:

Familiarisation and keeping up to date with the Proceeds of Crime (Jersey) Law 1999, Terrorism (Jersey) Law 2002, Money Laundering and Weapons Development (Directions) (Jersey) Law 2012, and the Sanctions and Asset-Freezing (Jersey) Law 2019, together with associated Laws, Orders and Regulatory Codes of Practice and Guidance associated with the same

Preparation, review, advise and update on AML / CFT / CPF Strategy and Business Risk Assessments

Preparation and delivery of MLCO reports and statistics including analysis and review for quarterly governance meetings

Review, maintenance and delivery of the Board approved Compliance Monitoring Programmes

Working with the Client Facing Teams and Senior Management, and provision of assistance in the take on of new business including provision of guidance and advice and the assessment, and where financial crime/CDD nexus, completion of take on forms and risk matrices etc. Checking adequacy of CDD documentation / processing and filing of same

Updating, monitoring and maintenance of relevant Compliance registers

Liaison with third parties and all administration required in respect of Eligible Introducer / Obliged Persons regime including liaison with respective businesses, completion of documentation and attendance at meetings with approved Intermediaries

Working within the Compliance team, management of and assistance in the carrying out of Sanctions checks on an ad hoc basis and on receipt of notifications

Client Entity Money Laundering Reporting Officer

Familiarisation and keeping up to date with the Proceeds of Crime (Jersey) Law 1999, Terrorism (Jersey) Law 2002, Money Laundering and Weapons Development (Directions) (Jersey) Law 2012, and the Sanctions and Asset-Freezing (Jersey) Law 2019, together with associated Laws, Orders and Regulatory Codes of Practice and Guidance associated with the same

Preparation and delivery of MLRO reports and statistics including analysis and review for quarterly governance meetings

Principal function is to receive and consider internal suspicious activity reports (SARs)

Externalisation of SARs to the relevant FIU

Principal point of contact with the relevant FIU

Acting as the liaison point with the local regulator and any third parties in relation to SARs

Maintenance of records and register(s) of all enquiries received from law enforcement agencies, internal and external SARs reporting

Ensuring relationships are managed effectively post disclosure to avoid tipping off

Working within the Compliance team, management of and assistance in the carrying out of Liaison notice checks on an ad hoc basis and on receipt of notifications

JOB DESCRIPTION

Client Entity Compliance Officer (should VASP entities require additional regulatory licences)

Familiarisation and keeping up to date with the Financial Services (Jersey) Law 1998, together with associated Laws, Orders and Regulatory Codes of Practice and Guidance associated with the same

Preparation, review, advise and update on operational strategy and Business Risk Assessments

Preparation and delivery of CO reports and statistics including analysis and review for quarterly governance meetings

Review, maintenance and delivery of the Board approved Compliance Monitoring Programme

Updating, monitoring and maintenance of relevant Compliance registers

Point of contact with the JFSC

Liaison with third parties and all administration required in respect of any Outsourced functions including liaison with respective businesses, completion of documentation and attendance at meetings

Review of Professional Indemnity and Directors and Officers insurance cover

General Compliance & Risk Function

Complete / assist the Oak Jersey Board and other regulated managed businesses with the JFSC’s Annual Supervisory Risk Data Collection Exercise, in collaboration with the MLCO

Assist various business units with regard to Oak's procedure manuals including assistance in drafting / amending as required

Working within the Compliance team, management of and assistance in the upkeep of CDD records, provide reporting to business units / individuals where deficiencies noted. Ad hoc reporting

Attendance at Board approved Committees as required, providing contribution to preparation and materials, carrying out duties as described within the relevant Terms of Reference for each Committee

Consider at all times the financial crime and due diligence issues and report any concerns as appropriate

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

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

Line Management Responsibilities

Guide, support, encourage and develop team in line with Oak’s People Management Framework

JOB DESCRIPTION

Employee Signature:_____________________________________ Date:_____________________ Employee Name:________________________________________

KEY COMPETENCIES & SKILLS

Recognised industry professional qualification e.g. ICA ACAMS or similar certificate in AML Foundations for Crypto Assets and Blockchain Minimum of 7 years in a financial services environment, preferably with relevant management

experience Good IT skills, including practical experience of Microsoft Outlook, Word and Excel Good knowledge of databases such as Unity / ViewPoint would be useful Good understanding of Corporate, Trust and Fund Structures Excellent knowledge and understanding of AML legislation (relative to role) Strong time management, prioritisation and organisational skills Strong/Excellent written & verbal communication skills

KEY BUSINESS PARTNERS

Client Teams Client Accounting Team Various banks Investment establishments External business partners connected to the client portfolio JFIU, Law Officers Department, JFSC Oak Jersey Compliance Officer, together with individuals who provide Compliance Officer, Money

Laundering Compliance Officer & Money Laundering Reporting Officer roles to other client managed entities

Oak Group Limited – EXCO & Board

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, Policy

Position

Division: Policy, Innovation Hub, and Marketing & Communications

These teams align together to support both internal and external aspects of the JFSC.

• The Policy team works with Government, industry and internal stakeholders to keep domestic laws, regulations, and codes updated and fit-for-purpose. It works to ensure the JFSC operates in alignment with the international standards, including those set by the Financial Action Task Force (FATF) that strengthen Jersey’s resilience against financial crime.

• The Innovation Hub is a facilitator of technology adoption both inside and outside of the JFSC, supporting growth of Fintech, Regtech and Suptech.

• The Marketing & Communications team delivers internal and external communications designed to support the JFSC in meeting its mission.

Team: Policy

The team is responsible for the development and maintenance of Jersey’s financial services regulatory framework. This includes laws, Codes of Practice, and guidance that supports the financial services industry in its work and protection against financial crime.

Strong stakeholder relationships, coupled with in-depth expertise is at the heart of how we make policy. The team works closely with other divisions within the JFSC, industry, the Government of Jersey, peer regulators, and international standard-setting bodies to ensure regulation appropriately guards against financial crime and consumer harms, in a way which does not unduly disadvantage Jersey’s financial services industry.

Role: Senior Manager, Policy(Permanent/Full-time)

This is a leadership role which calls for a flexible and proactive approach. Reporting to the Director of Policy, the purpose of the role is to lead a team to drive the ongoing development and enhancement of the JFSC’s prudential and funds regulatory frameworks. The successful candidate will join the JFSC at a key stage of our and the wider island’s development, with a renewed focus on ensuring the success of Jersey as a competitive International Financial Centre which upholds international standards. The candidate will deliver the following outcomes:

• Ensuring Jersey has an effective prudential regime which strikes the right balance between robust regulatory standards and the need to ensure Jersey remains a competitive International Financial Centre.

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

• Monitoring, reviewing and enhancing our prudential codes and guidance and working closely with Government of Jersey to support law change where needed, taking account of relevant international standards and best practice.

• Proactively develop and maintain clear, easy to navigate, practical regulatory guidance and frameworks to support effective adoption and implementation by industry.

• Collaborating effectively with a range of internal and external stakeholders – including government and supervision colleagues – to arrive at and implement agreed, sound policy positions.

• Actively build, lead and manage a capable and competent team, by managing performance and supporting their development to produce high quality output in line with the organisation’s desired outcomes.

You will add value to the organisation by:

• Contributing to the JFSC’s mission to maintain Jersey’s position as a leading International Finance Centre meeting international standard through leading self, leading others and leading the organisation in an ever-changing regulatory landscape.

• Supporting delivery against our strategy, business plans and measures that matter to deliver benefits both internally and externally.

• Supporting delivery of a strong level of competency amongst JFSC colleagues through providing advice, and regular coaching to meet the JFSC’s current and future workforce needs.

Requirements

What will success in this role look like?

• Delivery of prudential and funds regulatory framework which maintains Jersey’s position as a competitive international finance centre with the right level of protections

• Enhancement of the JFSC’s reputation through strong stakeholder relationships with key

• stakeholders in government and industry

• Effective collaboration with internal stakeholders including provision of high quality, timely advice on our conduct framework

• Leadership of a high performing team, who are engaged, externally focussed, agile and effective.

Are you suitable for this role?

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

• Strong, proven knowledge and experience of the legal, policy and regulatory framework of the financial services industry in Jersey.

• Ability to exercise sound judgement in complex and sometimes ambiguous situations, weighing up competing priorities to arrive at defensible policy positions which are proportionate, pragmatic and right for Jersey.

• Strong leadership skills with a proven ability to build, lead, and inspire high-performing teams.

• Practical knowledge of Jersey’s legal structures and product offerings.

• Ability to anticipate future policy needs and regulatory shifts.

• Strong interpersonal skills with the ability to communicate persuasively (both verbally and in writing), succinctly, and credibly with senior industry and government representatives.

• Robust stakeholder management skills along with strong presentation skills, including the ability to present and explain complex technical areas and to respond to challenge on what can be sensitive topics.

• Resilience, responding positively and proactively to competing priorities and change.

• Knowledge and experience of prudential or funds regulation gained either in industry, government or regulator would be beneficial.

Other information

Working in the JFSC will enable you to join a team people who have purpose, passion, and pride. It offers the opportunity to work alongside people, who are passionate about maintaining Jersey’s position as a leading International Finance Centre with high regulatory standards.

This clarity on our purpose is incredibly motivating and we leverage our core values of: Excellence, Professionalism, Respect, Integrity, and Teamwork to deliver our work. Our people are proud of their work and their contribution to Jersey.

If you are looking to make a difference, have a unique working experience and contribute to a bigger picture, then think JFSC; a diverse team of people who put their hearts and minds into what they do and have some fun along the way!

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

Assistant Manager/Manager, Private Capital

Key Accountabilities:

• Work closely with Client Directors on proactive entity management and maintenance

from the late on-boarding stage through full structure life cycle, ensuring highest

standards of service delivery

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

documented requirements, policy and procedure

• Delivery of all client work and client contact in line with Highvern’s vision and values

and expected service standards, ensuring KPIs are up to date at all times

• Excellence of communication with clients and 3rd parties whether verbal or written;

demonstrating technical awareness and cultural affinity as appropriate

• Support highly effective fiduciary decision making incl thorough preparation of

comprehensive and considered case input for discussion at Client Risk Forum,

Investment Governance Forum and others as necessary

• Highly effective liaison with 3rd party service providers in execution of client needs and

to build those relationships in support of future referrals

• Up to date and accurate time recording helping to meet utilisation and profitability

targets; demonstrating appropriate commerciality in all dealings

• Undertaking appropriate reviews and workflows, addressing issues identified in a timely

manner and sharing learnings with Client Directors and wider team

• Seeing risk review actions through to satisfactory resolution, and ensuring all regulatory

filings are carried out accurately, and on time

• Skilled mentoring and knowledge share with more junior Client Management and

Administration colleagues; role modelling appropriate group behaviours

Requirements:

• Ability to act independently but knowing when to escalate & seek guidance

• Positive collaboration with all Private Wealth colleagues & wider stakeholders

• Director of client entities/affiliate members where required

• Ongoing compliance with all internal policies and procedures

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

• Ongoing compliance with all relevant regulatory/legal requirements

• Spotting cross-sell opportunities and liaison with Client Directors accordingly

• Sharing of own client/structure knowledge with nominated alternates

• Awareness and ability to act as fully effective nominated alternate for others

• Maintenance of technical awareness and market developments

• Effective contribution to group projects as necessary

• Authorised client signatory in line with approved limits

• Maintenance of CPD and up to date technical awareness

• Occasional business travel subject to workload status

Other information:

• 5 - 10 yrs experience serving HNW international families

• Good understanding of the issues facing HNW families and their structures

• Proven ability in managing complex international fiduciary structures

• Proven ability in working with related industry professionals

• Full understanding of local trust & co. legislation and regulatory requirements

• Good understanding of investments, property and other asset classes

• Full awareness of Highvern policies and procedures

• Highly effective and adaptive interpersonal skills

• Collaborative team player

• Strong awareness of KYC, AML, CFT and GDPR requirements

• Good knowledge of and experience of working with NavOne

• Good knowledge of doc. management principles and core MS Office apps

Preferred Qualifications:

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

• STEP

• ICSA

• Accountancy

• Legal

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

Assistant Manager/Manager, Private Capital

Key Accountabilities:

• Work closely with Client Directors on proactive entity management and maintenance

from the late on-boarding stage through full structure life cycle, ensuring highest

standards of service delivery

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

documented requirements, policy and procedure

• Delivery of all client work and client contact in line with Highvern’s vision and values

and expected service standards, ensuring KPIs are up to date at all times

• Excellence of communication with clients and 3rd parties whether verbal or written;

demonstrating technical awareness and cultural affinity as appropriate

• Support highly effective fiduciary decision making incl thorough preparation of

comprehensive and considered case input for discussion at Client Risk Forum,

Investment Governance Forum and others as necessary

• Highly effective liaison with 3rd party service providers in execution of client needs and

to build those relationships in support of future referrals

• Up to date and accurate time recording helping to meet utilisation and profitability

targets; demonstrating appropriate commerciality in all dealings

• Undertaking appropriate reviews and workflows, addressing issues identified in a timely

manner and sharing learnings with Client Directors and wider team

• Seeing risk review actions through to satisfactory resolution, and ensuring all regulatory

filings are carried out accurately, and on time

• Skilled mentoring and knowledge share with more junior Client Management and

Administration colleagues; role modelling appropriate group behaviours

Requirements:

• Ability to act independently but knowing when to escalate & seek guidance

• Positive collaboration with all Private Wealth colleagues & wider stakeholders

• Director of client entities/affiliate members where required

• Ongoing compliance with all internal policies and procedures

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

• Ongoing compliance with all relevant regulatory/legal requirements

• Spotting cross-sell opportunities and liaison with Client Directors accordingly

• Sharing of own client/structure knowledge with nominated alternates

• Awareness and ability to act as fully effective nominated alternate for others

• Maintenance of technical awareness and market developments

• Effective contribution to group projects as necessary

• Authorised client signatory in line with approved limits

• Maintenance of CPD and up to date technical awareness

• Occasional business travel subject to workload status

Other information:

• 5 - 10 yrs experience serving HNW international families

• Good understanding of the issues facing HNW families and their structures

• Proven ability in managing complex international fiduciary structures

• Proven ability in working with related industry professionals

• Full understanding of local trust & co. legislation and regulatory requirements

• Good understanding of investments, property and other asset classes

• Full awareness of Highvern policies and procedures

• Highly effective and adaptive interpersonal skills

• Collaborative team player

• Strong awareness of KYC, AML, CFT and GDPR requirements

• Good knowledge of and experience of working with NavOne

• Good knowledge of doc. management principles and core MS Office apps

Preferred Qualifications:

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

• STEP

• ICSA

• Accountancy

• Legal

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

Administrator, Senior Administrator, Corporate

Key Accountabilities:

• Client / structure data management in a timely manner as required; accuracy of core

data on all relevant databases being critical to the service standards we achieve;

• Close collaboration with and support to Client Management, delivering specific

administrative tasks required in meeting client or business needs.

• Ensuring documents created are filed electronically and/or physically fully in line with

house records management policy and using the technology available;

• Delivery of company secretarial functions for the Corporate Team. All managed entities

to be kept in good standing, in accordance with each jurisdictional deadline;

• Professional and effective liaison with 3rd party providers or agents in the execution of

client activities required;

• Completion of core workflows in line with established procedures to underpin accuracy

and consistency in the management of our client structures;

• Timely and accurate payment processing in line with policy and procedure, with

particular concern for the rules around AML, sanctions and CFT

• Adherence to key performance indicator standards in the execution of all tasks and early

escalation should the risk of backlog building/other issues appear.

• Accurate and on time recording of time and meeting utilisation targets to enable the

business to invoice clients fully for the services provided.

• Commitment to learning and professional development (especially technical), including

maintaining CPD up to date, in line with expectations and ambitions.

Requirements:

• Compliance with all policies

• High quality external communication

• Implementing, following and maintaining relevant operating procedures

• Thorough understanding of and strict compliance with all internal and external

rules/regulations

• Ability to work flexibly to accommodate changing priorities and deadlines

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

• Highly professional representation of Highvern externally at all times.

• Seek guidance where required

• Commitment to learning and development, including maintaining CPD up to date

• Accurate and on time recording of time and meeting utilisation targets to enable the

business to invoice clients fully for the services provided.

• Excellent attention to detail

• Excellent accuracy

• Minimum of 3 years trust and company or legal experience

• Good understanding of fiduciary services needs

• Ability to communicate clearly internally and externally

• Problem solving and interpersonal skills

• Strong team player.

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

Manager, Private Capital

Key Accountabilities:

• Work closely with Client Directors on proactive entity management and maintenance

from the late on-boarding stage through full structure life cycle, ensuring highest

standards of service delivery.

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

documented requirements, policy and procedure.

• Delivery of all client work and client contact in line with Highvern’s vision and values

and expected service standards, ensuring KPIs are up to date at all times.

• Excellence of communication with clients and 3rd parties whether verbal or written;

demonstrating technical awareness and cultural affinity as appropriate

• Support highly effective fiduciary decision making incl thorough preparation of

comprehensive and considered case input for discussion at Client Risk Forum,

Investment Governance Forum and others as necessary.

• Highly effective liaison with 3rd party service providers in execution of client needs and

to build those relationships in support of future referrals.

• Up to date and accurate time recording helping to meet utilisation and profitability

targets; demonstrating appropriate commerciality in all dealings.

• Undertaking appropriate reviews and workflows, addressing issues identified in a timely

manner and sharing learnings with Client Directors and wider team.

• Seeing risk review actions through to satisfactory resolution, and ensuring all regulatory

filings are carried out accurately, and on time.

• Skilled mentoring and knowledge share with more junior Client Management and

Administration colleagues; role modelling appropriate group behaviours.

Requirements:

• Ability to act independently but knowing when to escalate & seek guidance.

• Positive collaboration with all Private Wealth colleagues & wider stakeholders.

• Director of client entities/affiliate members where required.

• Ongoing compliance with all internal policies and procedures.

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

• Ongoing compliance with all relevant regulatory/legal requirements.

• Spotting cross-sell opportunities and liaison with Client Directors accordingly.

• Sharing of own client/structure knowledge with nominated alternates.

• Awareness and ability to act as fully effective nominated alternate for others.

• Maintenance of technical awareness and market developments.

• Effective contribution to group projects as necessary.

• Authorised client signatory in line with approved limits.

• Maintenance of CPD and up to date technical awareness.

• Occasional business travel subject to workload status.

• 5 - 10 yrs experience serving HNW international families.

• Good understanding of the issues facing HNW families and their structures.

• Proven ability in managing complex international fiduciary structures.

• Proven ability in working with related industry professionals.

• Full understanding of local trust & co. legislation and regulatory requirements.

• Good understanding of investments, property and other asset classes.

• Full awareness of Highvern policies and procedures.

• Highly effective and adaptive interpersonal skills.

• Collaborative team player.

• Strong awareness of KYC, AML, CFT and GDPR requirements.

• Good knowledge of and experience of working with NavOne.

• Good knowledge of doc. management principles and core MS Office apps.

• STEP, ICSA, Accountancy or Legal qualification

JOB DESCRIPTION

Role tle Legal Secretary

Role purpose To work as part of a team of secretaries providing secretarial and administra ve support to a group of designated fee earners allowing for fee earners' me to be used more efficiently on client related work. To provide PA service to Partners.

Repor ng structure Reports to Group Prac ce Co-ordinator and Partner(s) in the relevant legal prac ce group.

Principal du es

Secretarial and Administra ve

• Typing, transcribing and other Word Processing tasks • Filing and correspondence du es • Telephone and conference calls du es • Diary management • Checking and processing business related expense claim forms • File management and archiving, ensuring all ma er opening data is captured • Assis ng with conflict checks • Booking mee ng rooms, equipment and catering • Checking and proof-reading documents and amending as necessary • Assis ng in the crea on of new clients / ma ers on Document Management (DM) system • Providing PA support to Partner(s) • Assis ng with ma er management and team billing on 3E CRM system

• Adding partner and fee earner contacts, marke ng & business development (M&BD) ac vi es to contacts list

Personal Assistant and office administra on du es: • Ac ng as first point of contact: dealing with correspondence and phone calls • Assis ng team with ma er administra on and client billing • Document / agreement forma ng • Organising and managing internal and external events and engagements • Managing databases and filing systems • Filing and correspondence du es • Mee ng & presenta on prepara on • Records management and document control • Scheduling mee ngs Travel & Business Development: • Organising business trips, client mee ngs and small events on behalf of Partner(s) and fee

earners (e.g. team or partner business trips, small client lunches or dinners, client hospitality, spor ng or social events, in-house seminars)

Professional / educa onal qualifica ons and experience

• Previous legal secretarial or personal assistant experience and familiarity with legal documenta on and terminology including document / agreement forma ng

• Educated to A-Level standard (or equivalent) • Proficiency with MS Office applica ons, specifically in Word processing • Good typing speeds and accuracy are essen al • Secretarial / administra on qualifica ons advantageous

Personal characteris cs

• Excellent interpersonal and communica ons skills - o en the first point of contact for clients and can be required to make execu ve decisions on behalf of the Senior Lawyer/Partner

• Confiden ality and discre on • Flexibility and adaptability • Strong wri en and verbal communica on skills • Ability to be proac ve and take ini a ve • Tact and diplomacy • Excellent planning and organisa on skills

JOB DESCRIPTION

• Ability to priori se effec vely and efficiently under pressure • Team oriented with a flexible approach to assis ng colleagues in a mul -team working

environment

Condi ons of work • 37.5 hours per week – standard working hours are 08.30am – 5.00pm or 9.00am – 5.30pm

Benefits • 25 days annual leave with the ability to buy or sell up to 5 days per financial year • Discre onary bonus scheme based on company and individual performance • Private Health Cover (From first day of employment with all previous condi ons

disregarded) with the op on to add family members at candidates own cost • Life Assurance x4 annual salary • Permanent Health Insurance

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

IT Business Analyst (AI Programme) Key Responsibilities

Analysis, Adoption, Change & Enablement

• Conduct analysis to assess feasibility, impact and risks of AI and technology opportunities

• Facilitate use-case discovery workshops and map processes to AI and technology scenarios (e.g., drafting, summarisation, search, data extraction, analysis)

• Drive AI and technology adoption across Legal, OGL, and Business Services by understanding role-specific workflows and identifying AI and technology-enablement opportunities

• Provide hands-on support for pilots and early-life adoption, transitioning to sustainable, self-serve use

• Build trusted relationships with the business to foster understanding and adoption

• Support structured change activities

• Participate in user groups such as the Legal AI Working Group to share progress, capture feedback, and act as a conduit to service lines

• Participate in ongoing technology reviews to capture outcomes and lessons learned

• Design reusable AI prompts, patterns and templates and curate scenario playbooks for fee earners and business teams

• Proactively identify opportunities to retire/retrain/update AI prompts, workflows and guidance

• Define and track technology adoption, usage and value metrics (e.g. active users, depth of use, time saved, quality indicators)

• Maintain dashboards and reporting on technology adoption, value, and risk posture

• Produce concise documentation: user guides, FAQs, playbooks, quick-start assets, and short enablement videos where needed

Technical

• Provide specialist support for enterprise technology and AI platforms including Microsoft 365 Copilot, approved legal-AI tools, and internal AI applications

• Analyse user scenarios and optimise prompts/workflows; create guidance that reflects Ogier’s preferred ways of working

• Collaborate with other technology teams on secure configurations, access, and responsible use guardrails; escalate issues 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

• Ensure initiatives follow defined governance, testing and review processes

• Support risk assessments and log mitigations

Skills, Knowledge and Expertise

Experience

• Proven experience in business analysis / product adoption / digital workplace or AI- enabled change in a professional services and/or legal environment

• Hands-on delivery of AI or automation initiatives from discovery through rollout, with measurable value outcomes

• Demonstrable contributions to governance, risk, and quality processes (e.g. testing, validation, approvals, audit)

• Evidential enthusiasm for continuous learning and proactively embracing new technologies, including AI, to enhance personal and team effectiveness

• Change management exposure

Skills

• Strong business analysis toolkit: requirements elicitation, process mapping, user stories, acceptance criteria

• Excellent communication skills—able to translate technical concepts into clear business language and practical guidance

• Competence with prompt design and evaluation for business scenarios

• Structured problem-solving, stakeholder management, and facilitation skills

• Data-literate: comfortable with metrics, dashboards, and value tracking

• Basic data fundamentals (e.g., data quality, security, lifecycle) and understanding of AI risks (bias, hallucinations, provenance)

Qualifications (Desirable, not mandatory)

• Microsoft certifications (e.g., MS-900, SC-900, PL-900) or AI-900 (Azure AI Fundamentals)

• Business analysis or project credentials (e.g., BCS BA, PMI-PBA, PRINCE2 Foundation, Agile)