1

ROLE PROFILE

Title: Junior Administrator Business Function: Client Services - Trust Company Business

Reports to: (Assistant) Manager and Client Directors – Client Services

About Imperium Imperium Trust Company (Jersey) Limited (Imperium) is part of the Imperium Group, with offices in Jersey, Guernsey, Switzerland, the UAE, and the UK, providing a wide range of professional services to both private individuals and corporate clients. Our dynamic team brings levels of energy and a passion for service excellence that set us apart from our competitors, establishing a reputation for being approachable and for developing close personable relationships with clients and introducers alike. Our independent status, having no affiliation to a banking organisation, legal or accountancy practice or investment institution, means that Imperium’s service is wholly impartial. Our client base includes private families and institutional groups with a broad range of structures but with a common expectation of excellent customer service and care. Flexibility and service delivery is at the core of what we do and who we are.

Role To work closely with the Client Directors and their Team to ensure all client service functions are delivered efficiently and on a timely basis. Client Services are delivered through semi-autonomus groups (Client Group) comprising 2 Client Directors, 2 Managers/Assistant Managers and Administrators. While each Client engagement has a designated Director, Manager and Administrator, all members of each Client Group work collaboratively to deliver responsive, resilient, and exceptional Client Service, including regulatory adherence, billing, record maintenance, risk managements, CDD monitoring, client engagement and communications and task management. Imperium supports the ongoing development of all staff and this would include the achievement of a Table 4 or Table 5 qualification.

Main Duties and Responsibilities

• Assisting in the administration of a portfolio of trusts, companies, and foundations including liaising with Clients, banks, and investment managers as and when required.

• Maintaining a highly relevant understanding of Imperium’s policies and procedures and codes of conduct, and ensuring all administration is undertaken in accordance with those policies and procedures.

• Maintaining a full understanding of, and adherence to, all applicable legislation and regulations, particularly AML/CFT laws.

• Actively engaging in Imperium’s risk disciplines, ensuring that work is undertaken in adherence to the standards and quality required by Imperium and in accordance with the Imperium Risk Appetite.

• Participating in the DayBox process by which all Client activities and transactions are reviewed and authorised, thereby gaining a broad experience of all the elements of the team’s Client’s activities and structures.

• Working with the Client Group to complete new business documentation and onboard.

• Assisting in preparing accurate minutes for Client entity transactions.

• Charging time daily and accurately in PlainSail.

• Meeting chargeable time targets.

• Carrying out cash collections in relation to bills and debt collection effectively and in a timely manner.

• Taking responsibility for own personal development, including meeting CPD requirements, in line with agreed annual performance objectives.

• Attending seminars, presentations and events as appropriate.

• Championing and actively modelling the Imperium values and behaviours.

Key Qualifications, Skills, and Abilities Required for the Role

• Willing to work towards a Table 5 qualification - https://www.jerseyfsc.org/industry/guidance-and-

policy/professional-qualifications-trust-company-business/

• Based in Jersey.

• A willingness to develop knowledge of relevant regulatory requirements applicable to Jersey Trust Company Business.

• High standard of oral and written communication skills.

• High level of accuracy and attention to detail.

• An enquiring and analytical mindset.

• Good task and diary management skills with a focus on task completion and delivery.

• Good interpersonal skills with the confidence to approach people at all levels of seniority.

• Appropriate and accurate use of systems.

May 2026

1

ROLE PROFILE

Title: Administrator Business Function: Client Services - Trust Company Business

Reports to: Senior Administrator/Assistant Manager and Client Directors – Client Services

About Imperium Imperium Trust Company (Jersey) Limited (Imperium) is part of the Imperium Group, with offices in Jersey, Guernsey, Switzerland, the UAE, andthe UK, providing a wide range of professional services to both private individuals and corporate clients. Our dynamic team brings levels of energy and a passion for service excellence that set us apart from our competitors, establishing a reputation for being approachable and for developing close personable relationships with clients and introducers alike. Our independent status, having no affiliation to a banking organisation, legal or accountancy practice or investment institution, means that Imperium’s service is wholly impartial. Our client base includes private families and institutional groups with a broad range of structures but with a common expectation of excellent customer service and care. Flexibility and service delivery is at the core of what we do and who we are.

Role To work closely with the Client Directors and their Team to ensure all client service functions are delivered efficiently and on a timely basis, taking specific responsibility for a small portfolio of less complex clients. Client Services are delivered through semi-autonomus groups (Client Groups) comprising 2Client Directors, 2 Managers/Assistant Managers and Administrators. While each Client engagement has a designated Director, Manager and Administrator, all members of each Client Group work collaboratively to deliver responsive, resilient, and exceptional Client Service, including regulatory adherence, billing, record maintenance, risk managements, CDD monitoring, client engagement and communications and task management. Imperium supports the ongoing development of all staff and this would include the achievement of a Table 4 or Table 5 qualification.

Main Duties and Responsibilities

• Administering a portfolio of trusts, companies, and foundations including liaising with Clients, banks and investment managers as and when required.

• Maintaining a highly relevant understanding of Imperium’s policies and procedures and codes of conduct, and ensuring all administration is undertaken in accordance with those policies and procedures.

• Maintaining a full understanding of, and adherence to, all applicable legislation and regulations, particularly AML/CFT laws.

• Actively engaging in Imperium’s risk disciplines, ensuring that work is undertaken in adherence to the standards and quality required by Imperium and in accordance with the Imperium Risk Appetite.

• Participating in the DayBox process by which all Client activities and transactions are reviewed and authorised, thereby gaining a broad experience of all the elements of the team’s Clients’ activities and structures.

• Working with the Client Group to complete new business documentation and onboarding.

• Preparing accurate minutes for Client entity transactions.

• Charging time daily and accurately in PlainSail.

• Meeting chargeable time targets.

• Carrying out cash collections in relation to bills and debt collection effectively and in a timely manner.

• Completing periodic Client Risk Assessments.

• Attending seminars, presentations and events as appropriate.

• Taking responsibility for own personal development, including meeting CPD requirements, in line with agreed annual performance objectives.

• Championing and actively modelling the Imperium values and behaviours.

Key Qualifications, Skills, and Abilities Required for the Role

• Capable of registration as a Category C Employee under the JFSC Trust Company Business Code of Practice Schedule 1:

• At least two years relevant experience; and

• Either holding or working towards a Table 5 qualification - https://www.jerseyfsc.org/industry/guidance- and-policy/professional-qualifications-trust-company-business/

• Based in Jersey.

• A willingness to develop sound knowledge of relevant regulatory requirements applicable to Jersey Trust Company Business.

• High standard of oral and written communication skills.

• High level of accuracy and attention to detail.

• An enquiring and analytical mindset.

• Strong task and diary management skills with a focus on task completion and delivery.

• Good interpersonal skills with the confidence to approach people at all levels of seniority.

• Appropriate and accurate use of systems.

May 2026

1

ROLE PROFILE

Title: Senior Administrator Business Function: Client Services - Trust Company Business

Reports to: (Assistant) Manager and Client Directors – Client Services

About Imperium Imperium Trust Company (Jersey) Limited (Imperium) is part of the Imperium Group, with offices in Jersey, Guernsey, Switzerland, the UAE and the UK, providing a wide range of professional services to both private individuals and corporate clients. Our dynamic team brings levels of energy and a passion for service excellence that set us apart from our competitors, establishing a reputation for being approachable and for developing close personable relationships with clients and introducers alike. Our independent status, having no affiliation to a banking organisation, legal or accountancy practice or investment institution, means that Imperium’s service is wholly impartial. Our client base includes private families and institutional groups with a broad range of structures but with a common expectation of excellent customer service and care. Flexibility and service delivery is at the core of what we do and who we are.

Role To work closely with the Client Directors and their Team to ensure all client service functions are delivered efficiently and on a timely basis, taking specific responsibility for a larger portfolio of clients, including more complex clients. Client Services are delivered through semi-autonomus groups (Client Group) comprising Client Directors, Managers/Assistant Managers and Administrators. While each Client engagement has a designated Director, Manager and Administrator, all members of each Client Group work collaboratively to deliver responsive, resilient, and exceptional Client Service, including regulatory adherence, billing, record maintenance, risk managements, CDD monitoring, client engagement and communications and task management.. Imperium supports the ongoing development of all staff and this would include the achievement of a Table 4 or Table 5 qualification.

Main Duties and Responsibilities

• Administering a portfolio of trusts, companies, and foundations including liaising with Clients, banks and investment managers as and when required.

• Maintaining a day-to-day relationship with your Clients including attendance at Client meetings and delivery of finalised transactions.

• Maintaining a highly relevant understanding of Imperium’s policies and procedures and codes of conduct, and ensuring all administration is undertaken in accordance with those policies and procedures.

• Maintaining a full understanding of, and adherence to, all applicable legislation and regulations, particularly AML/CFT laws.

• Actively engaging in Imperium’s risk disciplines, ensuring that work is undertaken in adherence to the standards and quality required by Imperium and in accordance with the Imperium Risk Appetite.

• Participating in the DayBox process by which all Client activities and transactions are reviewed and authorised, thereby gaining a broad experience of all the elements of your Client’s activities and structures.

• Working with the Client Group to complete new business documentation and onboarding.

• Preparing accurate minutes for Client entity transactions.

• Charging time daily and accurately in PlainSail.

• Meeting chargeable time targets.

• Carrying out cash collections in relation to bills and debt collection effectively and in a timely manner.

• Completion of periodic Client Risk Assessments.

• Attending seminars, presentations and events as appropriate.

• Taking responsibility for own personal development, including meeting CPD requirements, in line with agreed annual performance objectives.

• Championing and actively modelling the Imperium values and behaviours.

Key Qualifications, Skills, and Abilities Required for the Role

• Capable of registration as a Category C Employee under the JFSC Trust Company Business Code of Practice Schedule 1:

• At least four years relevant experience; and

• Either holding or working towards a Table 4 qualification - https://www.jerseyfsc.org/industry/guidance- and-policy/professional-qualifications-trust-company-business/

• Based in Jersey.

• A sound knowledge of relevant regulatory requirements applicable to Jersey Trust Company Business.

• High standard of oral and written communication skills.

• High level of accuracy and attention to detail.

• An enquiring and analytical mindset.

• Strong task and diary management skills with a focus on task completion and delivery.

• Strong interpersonal skills with the confidence to approach people at all levels of seniority.

• Appropriate and accurate use of systems.

April 2026

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 Administrator

To work side by side with fee earners to carry out and assist with a full range of non-fee earning administrative tasks and junior fee earning tasks, supporting others to efficiently deliver on their fee earning targets. We need someone who is highly organised with solid administrative skills and a willingness to adapt and be flexible.

Key Responsibilities

• Providing a full administration and support service to fee earners – to include relaying messages, managing email inboxes, diaries and appointments as required.

• Taking responsibility for a range of tasks and projects focused on streamlining the efficiency of the team across all aspects of data management.

• Assisting with arranging local business development events and off-island trips, which may include arranging travel, accommodation and setting up meetings.

• Arranging all practical aspects around client meetings/conference calls and so forth including preparing meeting rooms and welcoming clients.

• Working closely with those responsible for client take-on to ensure all new matter opening documentation is completed and accurately set up in the systems, and pro- actively ensuring the file continues to be managed correctly.

• Assisting with the preparation of documents and reports, checking for accuracy and assisting with proof-reading.

• Printing, scanning and collating legal documents.

• Assisting with Court bundling (both hard and "e" copies).

• Liaising with the Court and Court Offices on behalf of fee earners.

• Undertaking inputting of monthly billing, WIP lists and processing expense claims and fee earner time entries.

• Carrying out searches in a prompt and efficient manner.

• Working flexibly as a team member with the department to ensure there is support cover throughout the working week to meet the client needs.

• Providing administrative support to the team's marketing plans

• Providing general administrative and operational support to ensure the smooth running of the team

• Providing cover and additional administrative support to the Executive Assistant for the leadership team during periods of increased workload and annual leave.

• Carrying out any legal administrative work, projects/tasks as required by the Partners, Office Manager, Executive Assistant or other fee earners.

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

Qualifications

• Ideally a graduate, or at least educated to A level or equivalent with strong grades

• An administration or secretarial qualification would be advantageous

Knowledge/skills/experience

• Prior experience in a professional services firm, ideally within a legal environment but this is not essential

• Confident and competent IT user with a sound working knowledge of MS Office to include Word, Excel, PowerPoint and Outlook

• Experience of document management systems would be advantageous

• Excellent typing and formatting skills

• Highly organised with the ability to multi-task and prioritise tasks

• Willingness and ability to learn

Competencies

We would like you to have:

• Team spirit and flexibility to share workload and support the administration team

• Good initiative to support fee earners, resolve issues and to work independently with appropriate supervision

• Enthusiasm, drive, flexibility, initiative and the ability to be pro-active

• A calm and proactive approach even when under pressure and managing deadlines

• Accuracy and a good eye for detail

• A confident communicator in all forms

In this role you will be expected to:

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

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

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

About Bedell Cristin

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

Since 1939, clients have come to us for straight-talking legal advice. Today you’ll find the same sound judgement and pragmatism across our offices in the BVI, Cayman Islands, Guernsey, Jersey, London, and Singapore. Our smart, approachable teams design informed, and inventive legal solutions. The expertise you expect, offered with a refreshing simplicity and clarity. We also invest in mutually committed relationships with our clients as we believe strong foundations make for smoother roads. Over the years, we’ve learned the importance of these principles, while playing our part in defining the modern offshore legal industry. Our founder, George Bedell, helped establish Jersey’s progressive tax system. And the island’s first female advocate, Anita Regal, hailed from Bedell Cristin. We are proud of where we have come from - and we value what we have learned along the way.

About Belasko

Belasko is a proudly independent fiduciary and fund administration provider with offices in Guernsey, Jersey, Luxembourg and the UK. Founded in 2011, Belasko was established to deliver bespoke, high- quality solutions to institutional and private clients, with an unwavering focus on service excellence across three core service lines: Funds, Corporate Services, and Private Wealth. Today, Belasko employs 185+ professionals and administers approximately $29 billion in assets under administration. Our growth to date has been driven primarily through organic expansion, complemented by targeted M&A where it aligns with our long-term strategic vision. We are deliberately focused on redefining the fund administration experience for alternative asset managers who value clarity, consistency, and accountability. In a market where client service standards can fall away as providers scale, we have invested in both technology and specialist onboarding capabilities to ensure fund managers can transition administrators or launch new structures with confidence. By planning governance, operations, and service delivery upfront, we aim to remove friction, reduce risk, and deliver a more dependable client experience over the life of the fund. Belasko’s culture is built around being clear, agile, confident, and human. We work closely with our clients as long-term partners, and we give our people the opportunity to work alongside experienced leaders, contribute ideas, and grow with a business that continues to invest in its people, platforms, and service offering.

Our vision

To lead the future of fund and fiduciary administration by leveraging technology, exceptional people, and personalised service – enabling our clients to focus on what matters most: performance and growth.

Our Values

Be Clear

We think clearly, communicate simply and deliver with purpose. We cut through the noise and bring focus to complexity

Be Agile

We stay responsive and ready. We adapt, move quickly and act with intention always pushing forward.

Be Confident

We bring intelligent thinking and clear judgement to every challenge. Grounded in expertise, we act decisively and stand by our work.

Be Human

We’re approachable, real and easy to work with. Trusted relationships are at our core.

JOB DESCRIPTION

Job Title: Senior Accountant Department: Fund Accounting Job Family: Funds Job Level: 3 CF Reporting to: Manager / Associate Director

About the role

The purpose of this role is to deliver client accounting deliverables for private equity, private credit and/or real estate fund structures.

Key responsibilities include:

• Reviewing a range of financial transactions processed by bookkeepers;

• Reviewing bank reconciliation and general ledger reconciliation;

• Treasury and liquidity reporting;

• Bridging facility management and compliance reporting;

• Preparation & review of drawdown and distribution notices for the funds;

• Supporting the tax advisor with the preparation & review of VAT and Corporate tax returns;

• Completion of investor queries as a key part of investor relations support;

• Preparation & review of periodic management accounts;

• Preparation & review of quarterly investor reports;

• Preparation & review of audited and unaudited annual accounts;

• Working closely with other service providers such as auditors, tax advisors and lawyers;

• Following firm’s risk management and quality control procedures at all times including adherence to checklists;

• On the job training and supervision of junior members of team;

• Working closely with manager on planning and resource allocation to meet agreed deliverables;

• Project work to drive positive change and improvement to policies and procedures.

• As experience increases you will have an opportunity to take on more responsibility in day to day running of a portfolio clients.

Qualifications & Experience:

• ACA/ACCA qualified or at final stage of qualification (final exams) – 3 years PQE +

• Prior experience in illiquid alternative investment funds administration, such as private equity,

private debt and/or real estate funds.

• Technical accounting experience for Private Capital Funds under FRS 102, IFRS, Lux GAAP and

US GAAP preferred

• Experience of the use of Allvue, Investran or eFront an advantage

• Proficiency of Microsoft Office suite (Word, Excel, Outlook).

• Hands on experience in delivering high quality external reporting

• Strong attention to detail, ability to prioritise and plan effectively

Skills Required:

• Dynamic and motivated attitude;

• Commitment to best-in-class standards;

• Must be a self-starter & able to work independently;

• Integrity, honesty and professionalism;

• Excellent oral and written 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;

• Taking ownership for planning and structuring your delivery to achieve client deadlines;

• You will be comfortable operating in a client facing environment, thriving under pressure to achieve

deadlines;

• Proactive, solution focused and self-sufficient;

• Ability to achieve goals and deadlines whilst juggling different priorities.

Opera Group Limited is registered at Oak House, Hirzel Street, St Peter Port, Guernsey under CMP72322

JOB DESCRIPTION

Job Title Assistant to Group Company Secretary

Job Level TBC

Department Group

Reporting To Group Company Secretary

Jurisdiction Guernsey/Jersey

Opera Summary:

Opera is a privately owned financial services group, created to build a world-class

portfolio of fund, corporate and fiduciary businesses. Majority backed by Pula, the

family office of Stephen Lansdown CBE - co-founder of Hargreaves Lansdown -

and like-minded shareholders such as Sealyham, the family office of Tom Scott.

Opera’s growing portfolio includes Accuro, Amber Trust Ltd (now Oak Bahamas),

HFL, Meritus and Oak, with operations across eight jurisdictions: Bermuda,

Geneva, Guernsey, Isle of Man, Jersey, London, Mauritius and The Bahamas. The

group administers assets totaling $81bn.

For more information, please visit: https://www.operalimited.com/

Job Summary:

The Group Company Secretary will be responsible for the governance framework and company secretarial matters for the Group (covering various jurisdictions). The assistant to the Group Company Secretary will provide effective support assisting with the adherence of regulatory and statutory requirements and general company secretarial administration and tasks.

Key Responsibilities:

The post holder will be responsible for the following corporate secretarial tasks: Governance & Compliance

• Maintain/provide CDD of the Group

• Maintain/provide structure charts as required

Opera Group Limited is registered at Oak House, Hirzel Street, St Peter Port, Guernsey under CMP72322

• Oversee/ maintain statutory registers of the Group Guernsey Companies

• Oversee/ undertake statutory filings of the Group Guernsey Companies Board & Committee Support

• Maintain corporate calendar of events of the Group and Operating Companies

• Provide comprehensive governance support for Board and Committee meetings, including the preparation of logistics, distribution of materials, agendas, minutes, and action points.

• Draft, monitor, prompt, update action points from prior board meetings/committee meetings

• Ensure the smooth flow of information between the Board, Committees, and senior management.

• Advise on the composition of the Board, director appointments, and succession planning

• Draft Company secretary reports for the Board Special Projects

• Lead or support the company on corporate transactions such as mergers, acquisitions, restructuring, or fundraising, ensuring compliance with all legal and governance standards.

• Assist in the development and implementation of corporate policies and procedures, ensuring these align with regulatory expectations and best practices. Corporate Reporting

• Responsibility for all statutory submissions regarding any Guernsey Group companies and oversight of statutory filing requirements in other jurisdictions for all other Oak companies. 

• Ensure the timely filing of statutory documents with relevant authorities, including Companies House, and maintain all corporate records (e.g., registers of directors, shareholders, and company resolutions).

• Draft assessment of operating companies’ boards’ self-evaluation of performance

• Draft/contribute to Board’s assessment of adherence to Corporate Governance Code where relevant

• Leadership & Stakeholder Management

• In all aspects of the role, display and adhere to our Oak 8 values

• Assist with the Director Induction programme

Key Competencies & Skills:

Experience

• Relevant Qualification e.g. ICSA Chartered Governance Professional (CGP) or equivalent qualification.

• Previous experience in a relevant role within Financial Services

Opera Group Limited is registered at Oak House, Hirzel Street, St Peter Port, Guernsey under CMP72322

• Good knowledge of Company Secretarial practices and Guernsey Company Law

• Knowledge of Company Secretarial practices and Company law for other jurisdictions would be advantageous

• Understanding of the regulatory landscape for licensees offering administrative services

• Understanding of corporate governance frameworks, statutory requirements, and corporate law. Personal Attributes

• Excellent IT skills, including practical experience of Microsoft Outlook, Word and Excel and board papers compilation systems,

• Excellent time management, prioritisation and organisational skills

• Excellent written & verbal communication skills

• High ethical standards and integrity.

• Resilient and adaptable, with the ability to thrive in a fast-paced, evolving regulatory and working environment.

• Strong interpersonal skills and the ability to manage relationships with internal and external stakeholders effectively.

Key Business Partners:

• Board of Directors

• Senior Management Team

• Operating Companies MDs

Employee Signature: ___________________________ Date: ____________ Employee Name: ________________________________

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 100 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.

Our vision

To lead the future of fund and fiduciary administration by leveraging technology, exceptional people, and personalised service – enabling our clients to focus on what matters most: performance and growth.

Our Values

Be Clear

We think clearly, communicate simply and deliver with purpose. We cut through the noise and bring focus to complexity

Be Agile

We stay responsive and ready. We adapt, move quickly and act with intention - always pushing forward.

Be Confident

We bring intelligent thinking and clear judgement to every challenge. Grounded in expertise, we act decisively and stand by our work

Be Human

We’re approachable, real and easy to work with. Trusted relationships are at our core.

Be Belasko

JOB DESCRIPTION

Job Title: Accountant Department: Fund Accounting Job Family: Funds Job Level: 2 CF Reporting to: Manager / Associate Director About the role The purpose of this role is to deliver client accounting deliverables for private equity, private credit and/or real estate fund structures. Key responsibilities include:

• Reviewing a range of financial transactions processed by Junior Accountants; • Bookkeeping financial transactions for a defined portfolio (more complex than for Junior

Accountants); • Preparing bank reconciliation and general ledger reconciliation; • Preparing Treasury and liquidity reporting; • Bridging facility management and compliance reporting; • Preparation of drawdown and distribution notices for the funds; • Supporting the tax advisor with the preparation files to support VAT and Corporate tax

returns; • Completion of investor queries as a key part of investor relations support; • Preparation of periodic management accounts; • Preparation quarterly investor reports; • Preparation of audited and unaudited annual accounts; • Working closely with other service providers such as auditors, tax advisors and lawyers; • Following firm’s risk management and quality control procedures at all times including

adherence to checklists; • On the job training and supervision of junior members of team; • Proactively planning work to meet agreed deliverables; • Project work to drive positive change and improvement to policies and procedures. • As experience increases you will have an opportunity to take on more responsibility in day to

day delivery for a portfolio.

Qualifications & Experience:

• Studying towards an accounting qualification (ACA/ACCA/CIMA) • Prior experience in illiquid alternative investment funds administration, such as private

equity, private debt and/or real estate funds is preferred. • Awareness of Technical accounting for Private Capital Funds (e.g FRS 102) preferred • Experience of the use of Allvue, Investran or eFront an advantage • Proficiency of Microsoft Office suite (Word, Excel, Outlook).

• Strong attention to detail, ability to prioritise and plan effectively Skills Required:

• Dynamic and motivated attitude; • Commitment to best-in-class standards; • Must be a self-starter & able to work independently; • Integrity, honesty and professionalism; • Excellent oral and written communication skills; • Taking ownership for planning and structuring your delivery to achieve client deadlines; • You will be comfortable operating in a client facing environment, thriving under pressure to

achieve deadlines; • Proactive, solution focused and self-sufficient; • Ability to achieve goals and deadlines whilst juggling different priorities.

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 Manager

Praxis is an independent, leading provider of bespoke private wealth, corporate administration and yacht services to companies, individuals and families across the world.

Our expertise and experience is driven by recruiting and retaining the brightest and best, and creating a culture that allows people to thrive. Our independence encourages an open culture where every voice is valued. We care about creating an environment that hears, supports and shares openly with all our people.

Teamwork and collaboration are at the heart of our approach, and we nurture an environment of openness and respect where everyone feels valued.

Be heard. Be part of the Praxis Group.

Our private wealth and corporate services teams work with our clients and their advisers, delivering an efficient, informed and personal service. We operate a fast-paced and rewarding environment with opportunities to service a variety of international clients across all asset classes.

Job Summary

To manage one of our private client administration teams, undertaking a primary client relationship role with a number of complex/significant clients as well as managing and providing technical support and guidance to a team of administrators.

The post holder will work closely with and provide support and absence cover to the Senior Trust Manager.

The role will also assist with business development, particularly in developing services provided to existing clients and maintaining and developing good working relationships with intermediary providers. This will require the post holder to support new fiduciary products that respond to client needs within Praxis’ target market.

As part of the Fiduciary management team the postholder will strive to improve profitability whilst limiting both Praxis’ and

clients’ exposure to risk, and always providing a quality service to clients. There will also be involvement in ad hoc team and

business projects as required.

Job Accountabilities

Client Relationship Management

> Have a detailed understanding of the principles and practices of offshore trusts, companies, and related structures.

> Have the experience of dealing with multi-layered structures.

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

> Demonstrated ability to manage and maintain client relationships in accordance with KPIs and Praxis standards.

> Demonstrated ability to take responsibility for all work, and all work delegated to administration team, including the prioritisation of workload and ability to meet deadlines at all times.

> Liaise with other departments regarding accounting and taxation issues and with Operations Departmental Manager regarding operational issues.

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

> Anticipate technical problems when dealing with client issues, and, where necessary, seek expert advice.

> Assist the junior members of the team with complex aspects of client relationship management, making decisions as

appropriate including referring matters to Senior Management.

> Develop a professional relationship with intermediaries and service providers in the conduct of client business.

> Assisting with the review of company and trust accounts and any other financial reports.

> Maintain client confidentiality.

> The post holder will be expected to undertake some business travel. The job will entail some work outside normal working hours.

Business Development

> Attend meetings with existing and prospective clients and intermediaries.

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

> Seek out new business opportunities by developing rapport and professional relationships with intermediaries, advisors, and service providers.

> Seek ways to increase the client base and revenue in accordance with best practice and regulatory compliance.

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

Risk Management

> Understand the legal and regulatory legislations in Jersey and any other legislation that impacts on the conduct of fiduciary business within the jurisdiction.

> Report complaints, operational risks, suspicions etc in accordance with local legislation and the Praxis 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

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

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

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

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

Corporate Governance

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

> Understand Praxis’ vision and the direction in which the Group is heading.

> Understand how the role of each individual contributes to Praxis’ vision.

> Understand and acknowledge the need for change.

Financial Management

> Achieve pre-determined utilisation targets (set as part of the annual budget process and notified to the individual via the appraisal/objective setting process).

> Assist the Senior Trust Manager in managing the Key Performance Indicators for junior members of the team (set as part of the annual budget process and notified to the individual via the appraisal/objective setting process).

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

> Support the Senior Trust Manager in achieving the Group’s financial benchmarks.

> Support the Senior Trust Manager in regularly reviewing work in progress, deficits, aged debtors, and bad debt write offs to ensure staff are managing these aspects of their work effectively.

People Management

> Participate in the appraisals of staff within their area of responsibility.

> Support the Senior Trust Manager with recruitment, performance management and development, reward and remuneration and engagement and motivation as required.

> Promote a culture of continuous training, development, and progression.

> Inspire others through own actions and behaviours.

Personal Development

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

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

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

> Maintain evidence of continuing professional development to meet regulatory requirements.

> From time to time to undertake specific additional tasks as advised.

Skills and Knowledge

Key areas are as follows (note that the Trust Manager is expected to demonstrate these skills or, in the minority, show potential to acquire them):

> Comprehensive knowledge of and a proven track record in offshore fiduciary services.

> A proven track record in handling complex offshore fiduciary issues.

> A proven track record in client relationship management.

> Good interpersonal skills for dealing with staff, intermediaries, and clients.

> Excellent time management and organisation skills.

> Good understanding of financial markets and finances in general.

> Exposure to marketing and business development initiatives coupled with a willingness to get involved in the development of new markets.

> Excellent communication skills.

> Sound judgement.

> Good presentation skills (although training can be provided).

> Ability to coach and mentor junior colleagues.

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

> Strong leadership and interpersonal skills for dealing with staff, intermediaries, and clients.

> The holder of this position should be educated to degree level, ideally in a business-related subject such as law or accountancy and be a member of a relevant professional body. The post holder should have a minimum of 10 years’ experience in fiduciary services, with at least 3 to 5 years management experience, and qualify as a category B person under JFSC guidelines.

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

Officer, Supervision

Company Description

We supervise the island's financial services industry for compliance with both conduct and prudential requirements, and under the anti-money laundering (AML), countering financing of terrorism (CFT), and countering proliferation financing (CPF) framework.

The JFSC is one of the few regulators globally to benefit from the Regulator and the entity Registrar operating under a single financial services commission.

Division: Supervision

The Supervision division's primary function is to oversee the financial services industry to ensure relevant legal obligations and regulatory requirements are met and to judge if they are being run in a safe and sound manner. As part of this we continually assess whether existing or emerging risks, to which Jersey is exposed, are being effectively managed.

Team: Central Authorisations

Central Authorisations is a dedicated team responsible for carrying out market entry activities. We are responsible for the licensing of financial institutions, the registration of Virtual Asset Service Providers (VASPs), Designated Non-financial Businesses and Professions (DNFBPs), recognized auditors, and Non-Profit Organisations (NPOs) and the authorisation of funds.

Central Authorisations is also responsible for:

• Processing voluntary cessation and revocation from across the regulatory perimeter.

• Responding to technical and procedural queries and initial application enquiries.

• Carrying out fit and proper assessments related to applications ensuring criminals or their associates are prevented from being part of the ownership and /or control of Supervised Persons.

• Engaging with off-site supervision teams in the authorisation decision making process.

• Processing material changes submitted in relation to entities and individuals who are already authorised by the JFSC.

• Processing outsourcing notifications

Position

The successful candidate will join the JFSC at a key stage in its development, as it seeks to play an enhanced role in the continued success of Jersey as a highly regarded International Financial Centre. The candidate will deliver the following outcomes:

Ensuring Jersey is effectively regulated and remains a competitive International Financial Centre, by effective delivery of:

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

• Applications and cessations are assessed and determined effectively, ensuring all market entrants and products meet required regulatory standards.

• Market exits are completed safely, in a timely and orderly manner, maintaining confidence and stability.

• Decisions are risk-based, clearly documented, and enable seamless handover to Supervision.

• Regulatory data is accurate, complete, and maintained with clear individual accountability.

• Internal working practices are continuously improved, increasing efficiency, consistency, and quality of delivery.

Working effectively with a wide range of stakeholders to lead to an improvement in business integrity, by effective delivery of:

• Activities are consistently delivered in line with agreed processes, SLAs, and performance measures, ensuring high standards of quality, timeliness, and efficiency.

• Strong internal and external stakeholder relationships are established and maintained, leading to higher-quality applications and improved case handling efficiency and effectiveness

• Change initiatives are successfully supported and implemented, driving improvements in processes, expertise, and overall business integrity

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 with high regulatory standards supporting its role maintaining the stability of the financial system.

Supporting the JFSC in expanding its understanding of existing and emerging risks.

Requirements

What will success in this role look like?

• Effective stakeholder management by delivering within agreed timescales.

• Effective deployment of a consistent, risk-based approach to authorisations.

• Improvement of the JFSC’s external reputation as a financial services regulator.

• Identification of and assistance with technical improvements to systems and processes to enhance the user experience for internal and external stakeholders.

• Your professional growth and development in the role will follow a career pathway for your progression within Central Authorisations.

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 position allows you to gain exposure and regulatory knowledge through regular interactions within the JFSC and with external stakeholders.

Are you suitable for this role?

› You should have demonstrable judgement and analytical skills.

› Knowledge of International regulatory standards, together with an understanding of the Jersey regulatory framework, legal structures, and product offerings.

› Ability to produce clear and appropriate oral and written communication.

› Excellent workload management skills, with the ability to work flexibly and adapt pragmatically to competing priorities.

› Demonstrated awareness of digital assets and virtual asset service providers, including associated regulatory developments and risks, with a desire to build and apply expertise in this evolving area.

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!

Innovation and Solution Design Manager, Business Solutions

Are you passionate about shaping the future of technology and enabling responsible innovation in a dynamic professional services environment?

We have an exciting opportunity for a Innovation and Solution Design Manager, Business Solutions to join the MourantGS Business Solutions team. This strategic role will place you at the intersection of innovation, design and delivery, helping to shape how technology, particularly AI evolves across our business. You’ll work closely with stakeholders across the firm to drive e iciency, improve insight and enhance the quality of service we deliver to clients.

In this role, your focus will be on designing practical, sustainable approaches that support long term goals and improve e iciency, insight and service quality. If you would like to join an ambitious and forward-thinking firm whose inclusive culture and values recognise that its people are fundamental to its success, we would love to hear from you.

About the role

o Identify emerging technologies, including AI tools, with practical and measurable value

o Support integration, APIs and data exchange across core systems

o Maintain a rolling technology roadmap to guide long-term planning across MourantGS

o Test and validate ideas early through prototypes and evidence-based assessments

o Develop and align solution design, data quality and security standards with Mourant IT

o Monitor vendor and supplier developments, coordinating demos and technical discussions

o Assess benefits, costs and operational implications to support clear recommendations

o Provide expert guidance to help support teams adopt, manage and maintain new technology

o Lead the design and implementation of the AI strategy across MourantGS

o Balancing fresh thinking with sound judgement, structure and long term sustainability

About you

o Previous experience translating business needs into a technology roadmap that guides investment and adoption.

o Exposure and understanding of the trust and corporate services industry

o Industry experience with applications and end-to-end technology projects

o Demonstrable understanding of solution design approaches

o Proven ability to analyse complex information and translate it into practical, sustainable solutions

o Comfortable working with both technical and non-technical teams, with clear and confident communication skills

o Strong interest in technology innovation and the responsible application of emerging tools, including AI, in a professional services context.