JOB DESCRIPTION

JOB TITLE People and Culture Resourcing Senior Administrator FTC

JOB LEVEL: TBC

DEPARTMENT People and Culture

REPORTING TO HR Manager

JURISDICTION Guernsey / Jersey

OAK SUMMARY Oak Group is a leading provider of Fund Administration, Private Client and Corporate Services. The Group is headquartered in Guernsey and has offices in Jersey, Mauritius, and the Isle of Man. Our clients range across high-net-worth individuals, families, corporate institutions and asset managers. As of November 2023, Oak employs over 200 people, the majority of whom are qualified as accountants, corporate secretaires, and fiduciary professionals. We prioritise continuous growth and development of our people, recognising that their success is the foundation of excellent client service and business growth. Oak has a new ownership structure whereby it will be owned by a standalone company, Opera. The majority shareholder is Stephen Lansdown, co-founder of Hargreaves Lansdown, the U.K.’s largest stock broking firm and a member of the FTSE 100. Oak is privately owned with a fully-aligned strategy for growth and transformation. Our vision is long-term and extensive and will allow us to plot a strategic arc. Our holistic strategy includes investing into cutting edge technology and data management tools, investing into back-office simplification to improve client and employee experience, extensive training for our team, and continually enhancing our employee value proposition all to align staff and shareholder interest and fuel a constant drive for sustainable excellence and growth. Oak is committed to this exciting journey. JOB SUMMARY We are seeking a proactive and experienced People and Culture Resourcing Partner to support the administration and recruitment efforts of a dynamic People and Culture team. This role, offered on a 6- month fixed-term contract, will involve working with a small team across multiple jurisdictions. The ideal candidate will be an experienced HR professional with a background in recruitment or HR, preferably within the finance industry (or with transferable skills). They should be capable of working efficiently and independently, handling tasks such as administration, recruitment, candidate attraction, management, reporting, assessment, and onboarding. The successful candidate will be adept at building strong relationships quickly and leveraging technology to enhance workflow efficiency. KEY RESPONSIBILITES Candidate Management & Attraction

Candidate Screening & Selection: Manage the full recruitment lifecycle, including CV screening, interviewing, and shortlisting candidates, ensuring candidates meet the required skill set and cultural fit.

Candidate Sourcing: Proactively identify and source high-quality candidates for various roles across financial services, proactively using social media channels to promote the employer brand and current opportunities

Talent Pool Management: Build and maintain a pipeline of potential candidates for current and future roles, ensuring a quick response time when positions become available.

JOB DESCRIPTION

Third party Management: Manage relationships with recruitment agencies and external vendors,

ensuring quality service delivery and cost-effectiveness Internal Stakeholder management

Support the launch of the ATS (applicant tracking system) to the broader business (recruiting managers) and agencies – improving the efficiency of applicant tracking across all jurisdictions.

Recruitment Process Support the project to standardise and simplify the recruitment process across all jurisdictions. Developing assessment tools that can be designed once and deployed many times for similar roles

and running assessment centres/ interviews of high standard that are consistent with our brand.  

Recruitment Metrics & KPIs: Track and report on recruitment performance, including time-to-hire, cost-per-hire, and quality of

hire, to continuously improve recruitment processes. Headcount management – working with the business heads and ExCo provide monthly headcount

reports and forecasts.

Onboarding Support: Coordinate the onboarding process for new hires, ensuring all compliance requirements are met

and new employees integrate smoothly into the organisation.

Market Insight Market scanning – proactive market scanning for candidates to increase direct hire success and

reduce open vacancy time / time to hire Market trend analysis – understanding where talent hot spots are and capitalising on inside

information relating to movers, leavers, businesses etc. Networking activities – regular interactions with local talent, recruitment agencies and external

specialists to understand the talent pool, new and innovative methods in this area and be an active member of this community

Generalist support General supporting to a busy HR department with activities related to the employee lifecycle

including engagement, DE&I activities, Communication and Learning and Development.

KEY COMPETENCIES & SKILLS

Proactive and resourceful HR practitioner with previous recruitment experience Digitally savvy and able to use technology to support efficient and effective work practices Knowledge of local employment laws and regulations. A high degree of professionalism, confidentiality and discretion at all times. Ability to assist with problem solving. Active listening skills. Excellent verbal and written communication. Established experience of all Microsoft applications. Application of attention to detail in all aspects of the role. Ability to multitask and apply flexibility to working pattern. Established organisation and planning ability. Ability and drive to build strong working relationships with the function’s clients - internally and

externally.

JOB DESCRIPTION

Employee Signature: _____________________________________ Date: _______________________________

Employee Name: ________________________________________

KEY BUSINESS PARTNERS

All Oak colleagues MD & Directors Line Managers External business partners (ie recruitment agencies and training institutions)

JOB DESCRIPTION

JOB TITLE Marketing Executive

DEPARTMENT Commercial

REPORTING TO Manager, Marketing Jersey

JURISDICTION Open to Guernsey, Jersey, Isle of Man or Mauritius

OAK SUMMARY Oak Group is a leading provider of Fund Administration, Private Client and Corporate Services. The Group is headquartered in Guernsey and has offices in Jersey, Mauritius, and the Isle of Man. Our clients range across high-net-worth individuals, families, corporate institutions and asset managers. Oak employs over 240 people, the majority of whom are qualified as accountants, corporate secretaires, and fiduciary professionals. We prioritise continuous growth and development of our people, recognising that their success is the foundation of excellent client service and business growth. Oak has a new ownership structure whereby it will be owned by a standalone company, Opera. The majority shareholder is Stephen Lansdown, co-founder of Hargreaves Lansdown, the U.K.’s largest stock broking firm and a member of the FTSE 100. Oak is privately owned with a fully-aligned strategy for growth and transformation. Our vision is long-term and extensive and will allow us to plot a strategic arc. Our holistic strategy includes investing into cutting-edge technology and data management tools, investing into back- office simplification to improve client and employee experience, extensive training for our team, and continually enhancing our employee value proposition all to align staff and shareholder interest and fuel a constant drive for sustainable excellence and growth. Oak is committed to this exciting journey. JOB SUMMARY This is a varied and hands-on role within Oak’s Commercial team, which encompasses the Group’s marketing, communications, business development, and broader commercial activity. As a Marketing Executive, you will support the delivery of high-quality campaigns, content, events, and internal communications that contribute to our growth and client engagement goals. Working closely with colleagues across jurisdiction, as well as external partners, you will help ensure our messaging is clear, consistent, and aligned with our evolving brand. In addition to core marketing responsibilities, you will coordinate Oak’s Group-wide CSR programme and assist in the delivery of ESG-related campaigns—reflecting our commitment to responsible business and positive impact. This role also requires digital fluency and a strong grasp of AI tools and platforms that support marketing and communications efficiency. KEY RESPONSIBILITIES Campaigns, Content & Communications

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

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

• Maintain, develop and update the Oak and Opera website and social media channels • Ensure materials follow brand guidelines and messaging frameworks

JOB DESCRIPTION

• Assist in maintaining a continuous feedback loop to refine messaging, targeting, and campaign

execution

Business Development & Intermediary Engagement • Assist with the preparation of credentials and pitch materials, including coordination of RFP

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

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

Events, CSR & Brand Visibility

• Support the planning and delivery of events, sponsorships, and conferences across jurisdictions. • Liaise with suppliers, venues, and internal stakeholders to meet deadlines and budgets • Maintain Oak’s presence with industry associations and external visibility opportunities. Manage

the BD calendar and event tracker. • Coordinate and report on the Group’s Corporate Social Responsibility (CSR) programme and

support the delivery of Environmental, Social and Governance (ESG) campaigns and content.

Digital, Tools & Innovation • Suggest and implement improvements to digital processes and platforms. • Stay current on emerging marketing technologies and trends • Use AI tools, automation platforms, and analytics dashboards to support marketing efficiency

Internal Engagement & Collaboration

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

General Support & Administration

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

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

JOB DESCRIPTION

Employee Signature:_____________________________________ Date:_____________________ Employee Name: ________________________________________

Manager’s Signature: ____________________________________ Date:_____________________

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

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

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

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

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

KEY BUSINESS PARTNERS

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

JOB DESCRIPTION

JOB TITLE Technology Project Manager JOB LEVEL B2/3

DEPARTMENT Technology

REPORTING TO CTO

JURISDICTION Guernsey / Jersey

OAK SUMMARY Oak Group is a leading provider of Fund Administration, Private Client and Corporate Services. The Group is headquartered in Guernsey and has offices in Jersey, Mauritius, and the Isle of Man. Our client’s range across high-net-worth individuals, families, corporate institutions and asset managers. Oak employs over 200 people, the majority of whom are qualified as accountants, corporate secretaries, and fiduciary professionals. We prioritise continuous growth and development of our people, recognising that their success is the foundation of excellent client service and business growth. Oak has a new ownership structure whereby it will be owned by a standalone company, Opera. The majority shareholder is Stephen Lansdown, co-founder of Hargreaves Lansdown, the U.K.’s largest stock broking firm and a member of the FTSE 100. Oak is privately owned with a fully aligned strategy for growth and transformation. Our vision is long-term and extensive and will allow us to plot a strategic arc. Our holistic strategy includes investing into cutting edge technology and data management tools, investing into back-office simplification to improve client and employee experience, extensive training for our team, and continually enhancing our employee value proposition all to align staff and shareholder interest and fuel a constant drive for sustainable excellence and growth. Oak is committed to this exciting journey. JOB SUMMARY Oversee and manage strategic technology projects, including digital platform integrations and system transformations, within Oak Group. Leverage project management skills, stakeholder collaboration, and process optimisation to align initiatives with business goals and ensure successful, timely delivery. KEY RESPONSIBILITES

Project manage the introduction and integration of new digital solutions to support Oak Group’s strategic goals, including document management systems, technology process enhancements, CRM systems, security / compliance tooling and other emerging technologies.

Drive operational change initiatives, with a primary focus on MS solutions SharePoint, PowerPlatform along with core administration platforms such as Viewpoint, BankClarity, Allvue, and other supporting digital platforms, ensuring alignment with organisational goals.

Supporting the technology team in curating and improving systems documentation and change processes, promoting continuous improvement.

Develop and maintain essential project documentation, including user guides, updates to Group Policy and Procedures, and other critical project deliverables to ensure consistency and clarity.

JOB DESCRIPTION

Identify, assess, and mitigate risks associated with projects, maintaining a dynamic RAIDD (Risks,

Assumptions, Issues, Dependencies, Decisions) log to ensure successful project outcomes.

Ensure meticulous documentation and reporting by maintaining comprehensive project records, including initiation documents, action plans, risk logs, and stakeholder communication plans.

Manage and influence stakeholder relationships by engaging with key stakeholders to understand their needs and align project objectives with broader business strategies, ensuring consistent communication and collaboration.

KEY COMPETENCIES & SKILLS

A digitally savvy individual who enjoys exploring and leveraging technology to improve work processes, drive efficiencies, and who has a commitment to continuous self-learning.

Strong stakeholder engagement and management skills, with the ability to influence and build consensus at all organisational levels.

Experience managing end-to-end implementation of new digital systems and platforms, from concept through to go-live, with a track record of successful delivery.

Proficiency in change and project management methodologies, including both waterfall and agile frameworks.

Exceptional IT skills, including expertise in Microsoft 365 productivity tools, Microsoft Excel, and PowerBI; experience with other analytics and management information tools is highly desirable.

Demonstrated ability to manage high-pressure environments while maintaining a high degree of accuracy, attention to detail, and adherence to deadlines.

Exceptional communication skills, both written and verbal, with the ability to convey technical concepts effectively to non-technical audiences.

Superior organisational and time management abilities, with a proven track record of prioritising tasks and delivering results under tight deadlines.

Proactive, methodical, and results-driven approach with a strong ‘can-do’ attitude.

KEY BUSINESS PARTNERS

Group & Internal Directors.

Management Team.

Operational teams including regulated business, accounting, company secretarial and compliance teams.

JOB DESCRIPTION

Employee Signature: _____________________________________ Date: _____________________ Employee Name: ________________________________________

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

Brand and Communications Manager We’re hiring! Jersey Finance has a part-time vacancy (25 hours) for a Brand and Communications Manager.

Background to Jersey Finance

Jersey Finance is a not-for-profit organisation formed in 2001 to represent and promote Jersey as an international finance centre of excellence. It has a presence in Jersey, Dubai, New York, Hong Kong SAR, London, Johannesburg, Shanghai and Singapore. Jersey is one of the world’s leading international finance centres. Its forward-thinking approach, robust regulatory framework and political and economic stability have kept the jurisdiction at the forefront of global finance for more than 60 years. Attracting the brightest talent and with an impressive range of products and services, Jersey gives an unparalleled welcome to businesses and investors alike.

We are a multi-channel marketing organisation with an increasing emphasis on brand strategy, digital, social media, and CRM. Our primary focus is to proactively communicate the many factors that set Jersey apart as a leading international finance centre across our key target markets of the UK, Europe, Asia, Africa, the GCC, and North America.

We work with key stakeholders such as finance industry professionals to provide tools and resources that create opportunities for the successful promotion of their individual organisations, products and services.

We also work closely with the Government of Jersey and the regulator, the Jersey Financial Services Commission, to ensure that the best interests of the finance industry are effectively represented, in terms of legislation, regulation and other key areas of innovation that can enhance our jurisdictional product and services offering.

We are a central point of contact for journalists and anyone connected with the finance industry, both locally and internationally, providing positive and transparent news, views and insights on Jersey Finance’s role and the added value that Jersey as an international finance centre can bring to economies around the world.

Overview of role

The role has a high profile within the financial services industry demanding an individual with excellent marketing, communication, organisational and interpersonal skills. In addition, the post holder will be responsible for the management and delivery of compelling marketing activity to support the sustainable finance and fintech focus areas in Jersey Finance’s overall strategy and business plan.

The post holder will need to be able to operate as part of a highly focussed team primarily using digital channels and social media platforms to communicate to our membership base, local audiences and the media. The post holder will benefit from close engagement with the financial services industry in Jersey with contacts made and maintained with leading government and industry personnel.

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

Principal Accountabilities

• Planning and delivery of innovative integrated communications programmes to support the development of Jersey’s sustainable finance and fintech proposition, including working with agency partners and the Jersey Finance Strategy & Research and Legal & Technical functions.

• Handling of media enquiries, drafting press statements, briefing notes and support for media and/or government engagements.

• Create and implement marketing communication elements of all Jersey Finance sustainable finance and fintech events locally.

• Collation and analysis of activity to optimise performance, ensuring consistency with brand guidelines and that activity is optimised for digital channels.

Ideal Candidate Profile

• An individual who holds or is willing to work towards a relevant qualification such as a related first degree and /or a qualification from a recognised professional body such as the Chartered Institute of Marketing (CIM) or the Chartered Institute of Public Relations (CIPR).

• Excellent marketing and digital marketing, interpersonal and organisational skills as well as an eye for detail

• Previous relevant experience in some or all of the following areas: • Financial services • Campaign management • Marketing communications • Public / media relations • Journalism • Programme / project management • IT skills including a high proficiency in Office 365 and social media platforms

(Facebook, LinkedIn and Instagram). • A strong team player but capable of working on own initiative.

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

Legal & Technical Manager We’re hiring! Jersey Finance has a part-time vacancy (21 hours) for a Legal & Technical Manager.

Background to Jersey Finance

Jersey is one of the world’s leading international finance centres. Its forward-thinking approach, robust regulatory framework and political and economic stability have kept the jurisdiction at the forefront of global finance for more than 60 years. Attracting the brightest talent and with an impressive range of products and services, Jersey gives an unparalleled welcome to businesses and investors alike.

Jersey Finance is run as a not-for-profit organisation formed in 2001 to represent and promote Jersey as an international financial centre of excellence. We are funded by members of Jersey’s finance industry and the Government of Jersey. Our mission is to enable and champion a resilient, relevant and relationship-focused financial and related professional services sector. We have a presence in Jersey, Dubai, New York, Hong Kong SAR, London, Johannesburg, Shanghai and Singapore.

We work with key stakeholders such as finance industry professionals to provide tools and resources that create opportunities for the successful promotion of their individual organisations, products and services.

We also work closely with the Government of Jersey and the regulator, the Jersey Financial Services Commission, to ensure that the best interests of the finance industry are effectively represented, in terms of legislation, regulation and other key areas of innovation that can enhance our jurisdictional product and services offering.

We are a central point of contact for journalists and anyone connected with the finance industry, both locally and internationally, providing positive and transparent news, views and insights on Jersey Finance’s role and the added value that Jersey as an international finance centre can bring to economies around the world.

Overview of role

The role, which is part time (21 hours per week), has a high profile within the financial services industry, demanding an individual with excellent administrative, communication, organisational and interpersonal skills. In addition, they will need to have a solid understanding of key legislative and regulatory frameworks and their impact on the financial services sector. The post holder should have relevant experience in a legal or professional role, preferably with a background in professional services.

The post holder will need to be able to operate as part of a highly focused team dealing with a wide range of issues to ensure Jersey’s finance industry continues to develop and thrive through the efforts of this representative body.

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

The successful candidate will be involved in matters across the entire financial services spectrum, developing close working relationships with key figures in industry, government and the regulator, both benefitting from their insight and having the opportunity to influence decision-makers on matters of legislative and regulatory policy.

Principal Accountabilities

As part of the Legal & Technical Team, support the Senior Legal & Technical Manager in the following areas:

• Acting as a focal point for communication between industry, regulator and Government, including attendance at trade association meetings, Government meetings, functions and training events.

• Establish a close working relationship with Jersey Finance members, working groups, Trade Associations and other key stakeholders, to ensure that a regular exchange of information is maintained so that the needs of the sector are understood and may be properly represented.

• Assisting Government and regulator in the preparation and dissemination of public and restricted consultations and encouraging and documenting industry responses and engagement with those consultations.

• Preparing and delivering legislative, regulatory and market updates and technical briefings (both written and verbal).

• Coordinating and chairing Jersey Finance Working Groups, focused on legislative amendment, and representing industry in subsequent discussions with policy makers, law draftsmen and Ministers.

• Conducting focused research on relevant legislative and regulatory issues and preparing high quality reports for internal and external use.

• Respond to requests for information and research regional issues of which Jersey Finance’s overseas representatives have been made aware.

• As needed monitor developments in other jurisdictions on legislative and regulatory matters affecting the financial services industry.

Ideal Candidate Profile

• An individual with a professional qualification and experience in a relevant legal or professional role, preferably with experience in dealing with matters affecting the financial services industry.

• The ability to assimilate complex issues and articulate these in an appropriate fashion to different audiences.

• Strong organisational and administrative skills with the ability to manage complex projects within predetermined timescales dealing with multiple stakeholders.

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

• Excellent interpersonal skills, with the ability to articulate clearly and accurately to various stakeholders in both written and verbal forms.

• A strong team player but capable of working on own initiative.

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

Assistant Trust Manager/ Trust Manager Company Description

Welcome to HIGHVERN. We are an award-winning provider of private wealth, fund and corporate administration services.

Position

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 3 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 3 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.

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

• 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.

• 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.

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

Preferred Minimum Qualifications:

• STEP

• ICSA

• Accountancy

• Lega

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 Administrator Company Description

Welcome to HIGHVERN. We are an award-winning provider of private wealth, fund and corporate administration services.

Position

Key Accountabilities:

• Completion of core workflows in line with established procedures to underpin accuracy and consistency in the management of our client structures.

• Adherence to key performance indicator standards in the execution of all tasks and early escalation should the risk of backlog building/other issues appear.

• Client / structure data management in a timely manner as required; accuracy of core data being critical to the service standards we achieve.

• Gathering and progressing documentation in relation to bank account opening on behalf of the client structures we maintain.

• Timely and accurate payment processing in line with policy and procedure, with particular concern for the rules around AML, sanctions and CFT.

• Close collaboration with and support to Client Management, delivering specific administrative tasks required in meeting client or business needs.

• Professional and effective communication with 3rd party providers or agents in the execution of client activities required.

• Ensuring documents created are filed electronically and/or physically fully in line with house records management policy and using the technology available.

• 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

• Full awareness of Highvern policies and procedures.

• Highly effective and adaptive interpersonal skills.

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

• High quality communication (written/verbal) esp. when dealing with externals.

• Collaborative team player.

• Good 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.

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

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

• Ongoing compliance with all internal policies and procedures.

• Ongoing compliance with all relevant regulatory/legal requirements.

• Effective contribution to group projects as necessary

Other information

Preferred Minimum Qualifications:

• STEP (studying)

• ICSA (studying)

• Degree in relevant subject

• A’levels in relevant subjects

About Belasko

We are a proudly independent fiduciary and fund administration provider with offices in Guernsey, Jersey, Luxembourg and the UK. We launched in 2011 to provide bespoke solutions to institutional and private clients with a clear and unbiased focus on quality across three service lines: Funds, Corporate Services and Private Wealth. Today we employ over 120 professionals across each of our four locations and have ambitions to grow further, primarily through organic growth and also through targeted M&A activity where it is in line with our strategic vision.

We have a clear focus to grow our Fund Administration offering to appeal to those fund managers looking for more peace of mind and consistency of delivery, particularly where client service standards might be falling with incumbent providers. To achieve this, we have developed a technology solution and on- boarding team that make it easy to transfer administrator, or set-up a new fund with complete confidence that we will plan the details with them up front.

Belasko Vision

Our vision is to be the next generation of fiduciary and fund administration partner.

Trusted and known for ‘getting it right’ and creating peace of mind for businesses and individuals through exceptional people working with the right technology.

Our Values

Transparency

We are always developing ways for clients to have more visibility and clarity.

Excellence

Our clients can rest assured that we are invested, capable and in control.

Innovation

We are constantly finding smarter ways to service our clients

Performance

Connected teams pulling together to make it happen for clients.

JOB DESCRIPTION

Role Title: Administrator (Fiduciary Services)

Reporting to: Manager (Fiduciary Services)

About the role

The purpose of the position is to work closely with the manager to assist them with all aspects of administration and client service in accordance with company policies and procedures.

The role will require regular interaction with staff at all levels across the Belasko Group, clients and third- party service providers and advisors.

Key responsibilities include:

Client Administration

• Opening bank accounts and processing bank payments across a variety of banking platforms in conjunction with the Payments Processing team.

• Dealing with routine client and bank queries and correspondence, including monitoring of transfer instructions;

• Completion of funds acceptance forms to correctly record receipt of funds; • Liaising with bankers; • Assisting other colleagues within the company with queries they may have on clients; • Liaising with compliance and statutory departments to ensure the upkeep of client due diligence and

corporate statutory records; • Preparation of general letters and e-mails; • Preparation of minutes, board packs, basic agreements, Power of Attorneys and other documents

including Letters of Wishes and draft deeds and arranging relevant sign offs; • Arranging corporate documents to be notarised and legalised, where necessary; • Completion of periodic and annual reviews; • Assist with or compile packs regarding new business; • Provide day-to-day administration support to the reporting manager/director. • Responsibility for the administration of client entities, comprising Trusts, Partnerships and Corporate

structures, including internal compliance responsibilities (KYC, file reviews, etc.). • Transaction management for asset purchases, financings and disposals, including liaison with third party

advisers. • Day-to-day communication with clients and their advisers through letter, e-mail, telephone & video call. • Occasional attendance at client meetings and note taking ; • Additional responsibilities as required such as photocopying, scanning and assisting administrators

and managers with ad hoc projects;Time sheet management, billing and cash collection.

Qualifications & Experience:

• Proven experience as an administrator in financial services; • Basic knowledge of the Jersey legal and regulatory environment and in particular regulatory guidance

and the AML/CFT Handbook; • Basic familiarity of FATCA and CRS as they relate to client entities and reporting; and • Entry level qualifications relating to Trust and/or Corporate administration would be beneficial.

Qualities & Skills Required:

• Integrity, honesty and professionalism; • Excellent interpersonal and communication skills with the ability to deal effectively with all levels of staff

and management within the Belasko Group as well as clients and third-party service providers (where applicable);

• Good organisation; • Ability to prioritise tasks; • Proactive, solution focused and self-sufficient; • Deliver work of a high standard with attention to detail; • Ability to adapt to use of different Data Management Systems; • Enthusiasm to learn.

1

Trainee Administrator Job Description

Team: Family Office Services

Reporting to: Manager

About Us

We are an independent and privately owned Family Office Services provider, based in Jersey and supporting clients all over the

world. Since opening our doors in 2013 we’ve brought a fresh approach to our market, through our progressive, flexible, and

service-focused offer. After a decade of growth, building a strong team, and earning a number of industry awards, we’re now

adding to our team, and are looking for people who would thrive in an environment where their voice, and their contribution

will be invited, heard, and appreciated.

The Role

You will work as part of a welcoming and supportive team who are responsible for administering a varied and interesting

portfolio of family office clients. Your role will involve supporting the manager and administrators in the team with a range of

tasks to ensure they deliver the highest quality levels of service to our clients. You will be trained and developed in all areas of

client administration, giving you a great grounding to starting a career in administration.

Key Result Areas

• Provide excellent levels of client service in line with Crestbridge standards, procedures and guidelines.

• Maintain and update client documentation accurately.

• Take responsibility for own personal development, in line with agreed annual performance objectives.

• Be a role model and ambassador for Crestbridge Family Office Services.

Key Responsibilities

The list below details the tasks that your role is likely to include. It is not exhaustive and may be amended from time to time:

Client Administration

• Prepare basic general emails for review.

• Prepare covering letters sending documents out and basic letters – ready for review.

• Support with board pack preparation by producing reports, collating information, and circulating board packs.

• Review data and escalate amendments as required to maintain data integrity.

• Assist the team with onboarding workflows for new client relationships.

• Assist with preparation of a range of checklists for review, to include:

• Draw down checklists

• Distributions checklists

• Investment checklists

• Assist with client meetings by scheduling meetings, preparing information and, where appropriate, observe meetings.

• Assist with the maintenance of statutory books and records.

• Mark up correspondence for filing and book-keeping.

• Assist with drafting basic minutes and resolutions.

2

Financial

• Daily input of time on timesheet.

• Prepare payment instructions including for online banking systems, with supporting documents for own clients.

• With training and guidance, understand the different requirements/process for payments for high-risk clients.

• Monitor for receipt of funds and providing confirmation when received.

• Support the team with the billing process.

• Send out invoices to clients and settle invoices.

General Administration

• Binding, scanning, and photocopying as required.

• Arranging couriers.

• Task and diary management.

• Update team schedules/reports and spreadsheets.

• Statutory filing (minutes) for team.

• Accurate and timely saving of electronic (email) correspondence.

Compliance and Risk Management

• Request CDD documentation (under supervision).

• Understand what is appropriate and acceptable in relation to CDD and risk and escalate concerns to management.

Requirements

Qualifications

• A good academic background to include GCSEs or equivalent in English Language and Mathematics – Grade C (Level 4) minimum.

• Willingness to study towards a relevant professional qualification (e.g. STEP Foundation Certificate in International Trust Management or Chartered Governance Institute Level 4.)

Knowledge and Experience

• Previous office experience would be an advantage but is not essential.

• A good working knowledge of Microsoft Office.

Skills and Qualities

• Good communication skills with excellent written and verbal English.

• Drive and a desire to learn and develop.

• Highly accurate with good attention to detail.

• Good time management and organisation skills with and the ability to prioritise workloads.

• A proactive and flexible, team player.

Additional Information

We offer all our permanent team members a great benefits package that includes*:

• Competitive salary.

• Private healthcare (with no exclusions for pre-existing conditions).

• Non-contributory pension scheme.

• Life insurance.

• Critical illness cover.

• Annual leave entitlement starting at 25 days, with the option to buy or sell up to 5 extra days.

• 3 additional wellbeing days a year.

3

• Discretionary annual bonus.

• Support for professional qualifications and ongoing development.

*Eligibility for certain benefits will commence after completion of probation. Crestbridge reserves the right to vary or withdraw benefits at any time.

Job Description (Non Contractual)

Role: Private Client/Commercial Account Executive

Employee:

Reports to: Sandra Fernandes, Managing Director

Hours of Work: 9.00 AM – 5.00 PM

Direct Reports: Danette Hornby Aziz

Purpose: This job description is non contractual and Polygon Insurance Brokers Limited (the “Company”) reserves the right to review, revise, amend or replace the content of this job description from time to time to reflect the changing needs of the business. Employees may be required to undertake such duties and such work as may be necessary to meet the business needs and any work produced by an employee which is relevant to the business of the Company shall be deemed to have been produced in the course of employment. The main accountability is: To provide insurance administration and broking support to the Insurance Team with a focus on business development, marketing and client retention involving telephone, electronic (email) and face to face client contact. To support the policy and invoice documentation to clients and insurers alike. To also develop relationships and have regular communication with insurers. Principal Objectives and Responsibilities including the following (other objectives may be assigned): 1. To support the Insurance Team with client, broker, insurer administration, diary and workload

management

2. To understand the business of new and existing clients and their approach to insurance and risk management, and administer insurance solutions for the protection of their material assets and liabilities.

3. To pro-actively seek and manage new business in line with objectives and performance standards. To assist with the development and maintenance of a prospect list and new business pipeline.

4. To maintain and achieve growth in income from existing clients, expanding client portfolios with

additional covers, negotiating sales with clients and actively increasing business through cross and up selling where possible.

5. To present renewal terms and secure renewals with clients, ensuring the collection of premiums on a timely basis, in accordance with Company procedures.

6. Researching insurance companies’ policies and negotiating with underwriters to find the most

suitable insurance for clients at the best price.

7. To assist in the preparation of presentations as required.

8. To develop relationships with clients, underwriters, Trust Companies and other professionals to promote PIBL.

9. To advise clients whether and when they need to make a claim on their policies and assist with the

ongoing management of claims.

10. To respond and act on client requests, instructions and communications in a timely manner (including meetings, meeting notes and reports) agreeing timelines, collating information and carrying out administration, always ensuring accuracy and managing files (electronic and paper) in line with Company procedures.

11. To offer and present insurance solutions including insurance policies and other risk management

solutions, to both existing and new clients, with the purpose of securing renewals and/or new business.

12. To confine advice and information to those areas in which you are deemed proficient, otherwise

seeking advice as appropriate.

13. To assist in ensuring that all post and diary activities are completed daily in accordance with the Company procedures.

14. To develop and manage client relationships in accordance with the Company procedures manual

and performance standards including visits to existing clients; agreeing timescales; collating information and carrying out timely administration of the Clients’ insurance programme(s) in a timely, technically accurate and cost-effective manner.

15. To understand a client’s business and/or personal operations, opportunities and risks and their

approach to risk management and insurance.

16. To obtain and communicate sufficient information to demonstrate an understanding of the risk and to support the broking process in accordance with Company procedures.

17. To always demonstrate the professionalism of the Company when dealing with or visiting clients

dealing with insurers and product providers, Trust Companies and other professionals, and in all communications and to conduct business of the Company at all times in a courteous and efficient manner.

18. To undertake training in line with CPD requirements, agreed objectives and keep up to date with

technical, legal and market developments within the insurance market and the clients’ industries via use of e-learning, internal and external training and reading market related material. To foster high levels of communication, negotiation and sales skills.

19. To provide appropriate support and cover in the absence of Account Executive or Account Handlers

team members.

20. To conduct yourself in accordance with the Company’s compliance and anti-money laundering procedures, and in particular with meeting relevant regulatory standards set by the Jersey Financial Services Commission (JFSC), including (but not limited to);

• Ensuring that customers receive appropriate and clear information about products in good time, to enable them to make informed choices.

• Ensuring that advice is suitable for customers and takes into account their requirements and circumstances.

• Providing a satisfactory service, in accordance with customers’ expectations.

• Assisting customers in making claims and where applicable, resolving customer complaints in accordance with written procedures.

• Bringing instances of any complaints, non-compliance and concerns generally about the fair treatment of customers to your Director’s attention, including potential conflicts of interest.

21. To have a working knowledge of IT systems including MS Word, Excel, Outlook and EPIC,

insurer platforms with accurate data input skills.

22. To work closely the Directors, Finance Team and other areas within the Vantage and Polygon Group, where appropriate, to meet the Company objectives.

This is not an exhaustive list of the duties that an employee is required to undertake. Employees must be aware that they may be required to perform duties that are not listed above or as directed by the Company to reflect the changing needs of the business and operational requirements.