Senior Officer, Risk & Compliance Job description Our Risk & Compliance Function are looking for a team player to join their growing team. You will provide support to the Senior Risk Manager by undertaking the following:

• Supporting the Senior Risk Manager in the administration of high risk

matters

• Managing the administration of the PEP register including risk

evaluations and liaison with the Business

• Assess adverse media reports including liaison with the Business

• Review and assess daily screening hits including escalations

• Undertake sanctions checks on an ongoing basis

• Assess and review the country risk register on a quarterly basis

• Commissioning and review of independent EDD reports

• Supporting the Senior Manager in providing Risk & Compliance training Every day is a new challenge so you’ll need to have great attention to detail, great IT skills and be very organised so you are able to prioritise your day and work to strict deadlines. Strong oral and written communication skills are also a must to help us increase productivity, efficiencies and deliver the highest level of service.

The successful applicant will be an enthusiastic candidate able to work collaboratively within the Risk & Compliance Function and the wider business, who can manage day-to-day administration in accordance with Group and local policies and procedures.

Your long-term career goals are important to us too. We want to make sure we are providing the support and opportunities you need to achieve your dreams so we can build a successful future, together.

Qualifications • The right to live and work in Jersey • A minimum of 3 years relevant experience within a Compliance/Risk

financial services environment

• Experience in Trust & Company business will be an advantage

• Relevant Compliance/Risk qualification, preferably at Diploma level

Additional information At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.

Company description IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

Because success matters

Job Description

Job title: IT Assistant

Department: Information Technology

Reporting to: Manager

Location: Jersey

The Role

Job Purpose

Under the direction of the Technology Services Delivery Manager to act as the first point of contact for customers seeking technical assistance, perform remote troubleshooting through diagnostic techniques and pertinent questions and determining the best solution based on the issue and details provided by the customer.

To work closely with the Technology Services Delivery Manager and the Crestbridge Facilities Officer in relation to office and staff moves within the Crestbridge offices.

All in line with the defined business activities. All tasks to be carried out efficiently and effectively, in accordance with Crestbridge’s procedures.

Key Result Areas

• Serve as the first point of contact for customers seeking technical assistance

• Perform remote troubleshooting through diagnostic techniques and pertinent questions

• Determine the best solution based on the issue and details provided by customers

• Walk the customer through the problem-solving process

• Direct unresolved issues to the next level of support personnel

• Provide accurate information on IT products and services

• Record events and problems and their resolution in service desk platform

• Follow-up and date customer status and information

• Pass on any feedback and suggestions by customers to the appropriate internal team

• To act at all times in accordance with Crestbridge values

Primary Contacts

• IT Team

• Internal departments

• IT contractors and consultants

Because success matters

2

Requirements  Essential + Desirable

Qualifications  Sound academic background

 Entry level IT Qualification or willingness to study towards

Experience + Previous office experience

Knowledge  Good understanding of Microsoft Windows and Microsoft Office

 A basic understanding of the local finance industry and regulatory

requirement in which we operate

Skills and Abilities  Excellent written and verbal English

 A high level of accuracy with good attention to detail

 Good time management and the ability to prioritise workloads

 Organisational skills and the ability to manage conflicting and demanding

deadlines

Personal qualities  Good deskside manner

 Clear telephone manner

 Integrity

 Flexibility

 Team player

 Discreet and tactful

 Emotional resilience

 ‘Can do’ attitude

 Appropriate office conduct and attitude to work

Motivation  Strong commitment to client service excellence

 Proactive and disciplined approach to work

 Progressive and takes responsibility for development of self and others

 Results driven and demonstrates drive

 Competence in carrying out their role and the tasks and duties associated

with their role

Because success matters

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Key Responsibilities Your role may include, but will not be limited to the following tasks which we call ‘Defined Business Activities’. Full training will be provided and the list of defined business activities is not exhaustive and may be amended from time to time:

Service Delivery

• Defines client needs by listening actively to their requirements and providing basic solutions or escalating clear requirements as appropriate

• Provides first line IT infrastructure support to all Directors and employees of Crestbridge and, where applicable, to clients, ensuring that all requests for support are logged and dealt with according to set standards and procedures

• Ensures that support issues are escalated to senior IT personnel as and when necessary

• Provides and updates document support for Word, Excel, PowerPoint and other IT related software

• Takes responsibility for the preparation and upkeep of all helpdesk-related documentation

Infrastructure

• As delegated, provide hardware support and maintenance for all printers, PCs and fax machines

• Maintains basic helpdesk software as instructed and as relevant

• Supports the delivery of all telephony, ensuring new handsets are provided to new staff and that systems are updated as and when necessary

• As delegated sets up new user accounts and manages user administration for systems

• Updates the intranet and website as and when relevant and/or directed by others

People Management

• Works closely with all members of the IT team to maintain a strong and cohesive team

• Deals with suppliers and contractors as and when delegated

• Takes responsibility for own personal development in line with agreed performance objectives

Business Management

• Takes responsibility for monitoring support calls and identifying ‘hot spots’ in relation to IT systems and infrastructure, reporting these to the Technology Services Delivery Manager, when relevant

• Generally supports the IT team in all tasks and responsibilities where possible

• Takes responsibility for own development and identifies training needs if necessary

IT Training

• Supports the training of new staff on IT systems and, where necessary, on new systems and software as directed

• Supports the organisation of IT related training for staff, through third party IT training providers or in- house training sessions, and manages the administration of such training and costs

Finance Officer, Jersey

Are you looking for a new challenge in a fast paced environment? We're looking for a Finance Officer

to join our global finance team for a 12 month contract or permanent basis.

In this role, you'll be responsible for accurately recording all incoming and outgoing bank payments,

expenses and other charges on the financial accounting system, completing daily bank

reconciliations and supporting the Finance Manager in identifying, preparing and reporting required

monthly cash flow reports.

You'll work closely with other members of the finance team to ensure successful completion of all

general team administration, providing flexible cover when necessary. In return, we can offer you

focused mentoring and support to ensure that you continue to grow both personally and

professionally.

If you'd like to join our friendly and professional team, we'd really like to hear from you.

Main duties and responsibilities

• Manage and resolve day-to-day Accounts Payable queries. Adhere to finance policies and

procedures with respect to authorisations and approvals

• Liaise with the Finance Manager in identifying, preparing and reporting required monthly cash flow

reports and reconciliations

• Ensure that all outstanding amounts are resolved in a timely manner

• Prepare court stamp requests and associated payment requests

• Deliver a constantly high quality of service to internal and external clients via telephone and email

• Review existing and developing new procedures that will benefit the Finance Team and our

internal customers

Experience, skills & technical knowledge required

• Candidates should have a solid understanding of basic accounting principles

• Previous experience in an international professional services firm is desirable but not essential, but

a solid understanding of Accounts Payable is essential

• Highly accurate with attention to detail

• Excellent communication skills with the ability to liaise with both finance and non-finance

individuals

• Logical and well organised

• Good working knowledge of Microsoft Office, with good Excel skills

• Experience using a practice management system; Elite 3e, Elite Enterprise or Viewpoint would be

desirable

At Mourant, we nurture a culture of inclusivity and mutual respect, where people of all backgrounds

and experience are equally empowered to reach their full potential. We believe in attracting,

developing and enabling a diverse workforce. If you understand the importance of exceptional client

service and share the same passion for our values, we'd really like to hear from you.

Governance, Planning & Compliance Manager Department: Chief Operating Office Division: Commercial Services Reports to: Head of Business Services Career Management: Commercial Services - Director JE Reference: COO1004 Grade: 13-14 This role is a link grade of 13 and 14. Appointees who meet the essential skills, experience and requirements of this role would be a grade 14. Appointees that demonstrate some but not all the essential skills, experience and requirements would be considered at a grade 13 and given development opportunities to reach the higher grade

Job purpose Specialist lead, responsible for the implementation of all corporate, strategic and departmental business initiatives, including information and functional areas, across Commercial Services. Enhancing commercial capability across GoJ; strategy, standards, planning & performance Responsible for implementing and maintaining operational governance and control frameworks, including Risk Management, Information Management and Business Continuity planning across the function as a hub and spoke member.

Job specific outcomes • Leads, manages and develops the Governance, Planning & Performance process for Commercial Services. Monitor performance and outcomes against objectives contained in the departmental business plans and implementing operational policy and procedures to ensure Commercial Services remains compliant with all relevant legislation, financial process management, continuous improvement and KPIs, working closely with the departmental hub and spokes to ensure alignment • Deliver and implement any strategic organisational performance and transformation programmes in the function, collaborating with the departmental hub and spokes, departmental and functional Senior Leadership Teams, to encourage a learning organisational culture, focused upon improvement and high performance, supporting the Team Jersey objectives • Monitors and manages the functional budget on behalf of the Director of Commercial Services, ensuring actual activity is mapped against planned activity and control expenditure to ensure that it is in line with available funds whilst enabling the service to meet its objectives • Act as the business continuity lead for the function. Responsible for the development, integrity, co-ordination and testing of the function's business continuity plan. Work closely with the

departmental hub and spokes to contribute to the Chief Operating Office business continuity plan to ensure the Chief Operating Office is compliant with Government business continuity standards • Lead on the creation, development and delivery of the function's business plan and input to departmental overarching plans. Developing fit for purpose commercial strategy, procedures, standards and operational plans that enable the service and organisation to deliver effective and efficient solutions that meet GoJ strategic objectives and supports GoJ to deliver against its priorities • Ensures Commercial compliance across GoJ with external regulatory and legislative requirements and all GoJ policies and procedures. Managing the interface with GoJ risk, assurance and audit teams to monitor the performance of the organisation against their requirements and oversee the development of improvements plans when required. Responsible for co-ordination of requests for information, for the function, ensuring they are responded to and any trends and emerging issues identified • Defines, manages and monitors Commercial governance forums and mechanisms, ensuring that they are fit for purpose and value adding • Provides macro planning, forecasting and scheduling of Commercial demand, activities and resources across GoJ. Actively managing Commercial resource requirements. Overseeing the allocation of resources on a cost to serve basis and escalating resource shortages as required. Working with the business to overcome bottlenecks and collaboratively developing prioritised programmes of work • Acts as a change agent, overseeing effective communications from Commercial Services and ensure that communications enhance relationships, increase awareness, trust and influence behaviours that encourage GoJ to move towards progressive approaches to solutions that maximise the impact and value of commercial decisions. •Ensures that the team reporting into the post is proactively engaged and motivated in their role and deliver their work to exceeding standards. Fostering and championing a culture of continuous improvement • Lead on the implementation of corporate projects, activities and change programmes, advising on matters of business and change management at any key decision and leadership forums, on behalf of the function • Any other duties as required by the line manager or Head of Department that are commensurate with the role and in support of the Government of Jersey

Statutory responsibilities Active engagement, participation and compliance with any other statutory responsibilities applicable to the role, as amended from time to time.

Services (TIER 1,2 and 3 jobs only – DELETE if not applicable)

• Governance

• Development and delivery of the funding framework

• Master data management (including catalogues)

• Knowledge management

• Functional Planning

• Performance management

• Communication

Job specific outcomes

Organisational structure

Person Specification

Specific to the role

ATTRIBUTES ESSENTIAL DESIRABLE

Qualifications

Relevant business degree Up to 5 years’ equivalent experience to the role MCIPS/CIPS qualified (or equivalent experience)

Knowledge

Knowledge of delivering and implementing strategic organisational performance and transformation programmes. The post-holder will be required to coach others on the subject and peer-review/review work across GoJ to ensure it meets these standards Knowledge of developing and delivering fit for purpose governance and reporting processes including redevelopment and enhancements

Understanding of the Jersey political landscape (how things get done) An appreciation of the Team Jersey and One Government vision.

Understanding of how the function can raise its own profile through a strategy of internal procurement marketing, and improved and effective communications Significant knowledge of working within a regulated environment that includes commercial, procurement and governance frameworks. The post-holder will be required to coach others on the subject and peer-review/review work across GoJ to ensure it meets these standards Significant knowledge of developing and implementing policies, standards, compliance and assurance practices, best practice KPIs, balanced scorecard and business planning cycles Significant knowledge of adopting regulation and legal requirements into policies and standards. In depth knowledge of the Government Plan

Technical / Work-based Skills

Ability to bring together a deep knowledge of the broader business context and understanding of the business priorities and allocate commercial resources on a cost to serve, risk and best fit basis Excellent analytical reasoning and data analysis to support insight led decision making. With the ability to interpret and understand how this affects Commercial Services and the wider business and implement any required changes Ability to enhance ways of working, processes and polices that achieve enhanced outcomes in large, complex organisations that improve demand visibility, commercial practices, services, value for money, social value and risk management

General Skills/Attributes

Demonstrable interpersonal skills, with the presence to be a role model for other team members, coach others and the confidence to challenge at all levels Ability to move at pace, learn quickly, agile and innovative. Be structured in their approach and constructively challenging the legacy position Ability to build strong credible relationships based on trust, reliability and constructive challenge with GoJ senior business owners, stakeholders and strategic suppliers

Demonstrates strong capability and capacity for critical thinking and ability to apply this insight in a practical and engaging manner A strong delivery of a customer focused approach to governance and performance monitoring

Experience

Experience of providing business services to a wide range of stakeholders within large, complex organisations Demonstrable experience of making commercial policies, systems and processes easy to work with to drive value and reduce inefficiencies Experience, including at a strategic level, in driving effective process compliance and performance management Shows a willingness to look for ideas or intelligence from outside the immediate Commercial Services team, their business, and their industry Demonstrable experience of driving best value through internal and external performance management within a commercial/procurement environment Demonstrable experience of driving and embedding Social Value across commercial/procurement functions and wider businesses

Core Accountabilities, Attributes and Behaviour Indicators

Appointees to this role will be required to adhere to and perform their duties in line with the standards identified in the States of Jersey tier 1 to 3 core accountabilities, attributes and behaviour indicators.

Senior Corporate Administrator

Job description You’ll play a key role in our Funds and Institutional team, creating value and making a difference to our fast-paced organisation.

Exceptional organisational skills, attention to detail and a methodical approach

to your work are vital to enable you to assist the team with day-to-day tasks.

This will include liaising with clients and intermediaries, attendance at board

meetings, preparation of board packs and minutes, assisting with review and

collation of CDD / KYC for new clients and investors, working on acquisition

and disposal of assets, calling and distributing money to investors, statutory

reporting, review of payments whilst adhering to company procedures,

delivery of KPI’s, management of internal reporting requirements, including

annual reviews; work in relation to FATCA/CRS reporting and supervision of

more junior team members.

You will be curious and have an eagerness to learn and grow and a passion to

make a difference. Good interpersonal and communication skills are essential

qualities, which will stand you in good stead as you work effectively and

collaboratively with the team, clients and others within the organisation.

Building strong relationships and identifying client needs in this customer

centric role is important.

Together we find solutions and make things happen but to do this we want you

to contribute; looking for ways to help us get better at what we do in the most

efficient and effective way.

Your long-term career goals are important to us too. We want to make sure

we’re providing the support and opportunities you need to achieve your

dreams so we can build a successful future, together.

Qualifications

• The right to live and work in Jersey • Relevant experience within a very similar role • Preferably ICSA qualified or working towards ICSA or other relevant

qualification

• Good working knowledge of Microsoft packages including Excel, Outlook and Word

• Excellent knowledge of the Finance Industry in Jersey

Additional information

At IQ-EQ we want you to reach your full potential. We offer an inclusive and

diverse environment to support your career aspirations. With a strong

emphasis on continuous learning and a holistic approach to your professional

and personal development. We also offer opportunities across our service lines

and our international network of offices. Company description

IQ-EQ is a leading Investor Services group which combines global expertise

with an unwavering focus on client service delivery. We support fund

managers, global companies, family offices and private clients operating

worldwide.