PAGE 1 OF 1 JOB DESCRIPTION – SENIOR TAX MANAGER

Job Description

Senior Tax Manager Working closely with the Tax Director you will be expected to support the Tax Director in developing the Tax Department and the client base of BDO Limited. As Senior Tax Manager you will be involved in supporting a diverse range of clients including Channel Island, UK and international corporates, private clients, and entrepreneurs. On a day-to-day basis, this will include advising on tax structuring, including inward investment into the UK and Europe; ad-hoc advisory assignments including due-diligence support; compliance services; supporting the audit department in the audit of tax; and business development. You’ll be someone who can work pro-actively, managing your own tasks, but you’ll also be confident collaborating with others, communicating regularly with peers, Directors and staff to enable us to serve our clients effectively. You’ll be encouraged and supported to identify and develop new business opportunities, both with existing clients and prospects, contributing to the growth of the team and enhancing delivery to our clients. Personal Attributes  Is collaborative and works well with others

 Open to new ideas and excited about innovation

 Excellent communication and organisation skills

 Pro-active, enthusiastic and self-motivated

 Has a commercial focus and growth mindset

 Active interest in supporting the development of staff

Experience  Experience of coaching and developing staff

 Extensive Jersey income tax experience

 Experience of UK corporation tax desirable but not essential

 Experience of managing client portfolios including control of client take on and engagement, billings and cash collection

Education  CTA and/or ACA qualified (or equivalent) and able to demonstrate post qualification experience

Skills  Strong technical knowledge

 Excellent written and communication skills

 Ability to manage multiple clients and client engagements concurrently

 Strong analytical and problem-solving skills

 Effective delegation with the ability to coach and mentor team members

 Innovative and open to new ways of working

Responsibilities & Key Results

 Responsible for managing multiple clients and client engagements, from onboarding to completion, reporting to the Tax Director

 Support the Tax Director with business development and identifying new opportunities

 Work with the team to develop efficiencies and innovate service delivery

 Collaborate across practice to develop our combined service propositions

 Support with internal training and development

 Support with the firm’s growth initiatives

Job Description

Job Title: Assistant Client Manager

Reporting to: Private Client Manager/Associate Director, Whitmill Trust Company Limited, Jersey

(“Whitmill”)

Direct reports: 1 Trust Administrator

Job Purpose

To support the Whitmill Private Client Manager and the Private Client Director in leading and overseeing

the day-to-day administrative activity of the Whitmill Private Client team driving a client focussed,

compliant and commercial approach embedding the Whitmill Group’s vision, mission, strategic goals

and culture.

Key Result Areas

• Supporting the Whitmill Client Manager in the day-to-day management of the Whitmill Private

Client business.

• The role holder will undertake day-to-day relationship management of a primarily complex client

casebook ensuring that client expectations are understood and met and that service levels are

consistently high across the area of responsibility.

• The role holder will work with limited day-to-day supervision with referral usually for discretion

purposes only.

• The provision of technical support, guidance and effective coaching to less experienced members

of the Whitmill Private Client employee team driving professional development and consistently

high client service levels across the area of responsibility.

• Support the Whitmill Private Client Team to meet Key Performance and Risk indicators measuring

team performance, delegating responsibilities where appropriate and helping to manage

employees by providing advice, guidance and motivation to drive both individual and collective

performance.

• An understanding of legislation, the regulatory framework and a good working comprehension of

tax matters impacting Whitmill and its client entities / structures helping to ensure that the business

operates compliantly and mitigates any real of potential risks fiduciary or regulatory risks.

Primary Contacts

• The Whitmill Private Client Manager

• The Whitmill Private Client Directors

• The wider Whitmill Private Client employee team

• Whitmill Client Accounting Team

• Whitmill Compliance Team

JOB DESCRIPTION

JOB TITLE: Senior Fund Administrator

REPORTING TO: Fund Manager, Whitmill Trust Company Limited, Jersey (“Whitmill”)

JOB PURPOSE

The Senior Fund Administrator is responsible for the day-to-day administration of a portfolio of primarily complex funds client structures. The role serves as the principal operational and relationship contact for clients, delivering a high-quality, compliant, and commercially aware service. The postholder works with limited supervision, exercising sound judgement, supporting the Fund Manager, Associate Director and Fund Client Director in broader relationship management, and contributing to strong governance, risk management, and professional standards across the Fund Team.

KEY RESPONSIBILITIES

CLIENT & PORTFOLIO MANAGEMENT

 Act as the primary day-to-day point of contact for an assigned portfolio of complex fund and corporate clients, ensuring service expectations are consistently met or exceeded.

 Manage all aspects of client administration, including investor reporting, statutory record-keeping, cash management, investment transactions, capital calls/drawdowns, distributions, and preparation of investor notices.

 Maintain proactive communication with clients, intermediaries, banks, agents, and the JFSC registry in relation to own portfolio.

 Organise, attend, and lead board meetings, including responsibility for quorum checks, agenda preparation, circulation of documents, and accurate, timely minute-taking.

REGULATORY, COMPLIANCE & RISK MANAGEMENT

 Ensure that client structures operate in full compliance with relevant legislation, regulatory requirements, and internal policies.

 Identify and document Trigger Events, completing all required compliance checklists.  Assist with and understand FATCA and CRS obligations, including supporting data collection

and reporting processes.  Support ongoing KYC maintenance, static data updates, sanctions awareness and checks,

and regulatory filings such as confirmation statements and NRA-related actions.  Prepare and file annual confirmation statements and ensure annual regulatory submissions

are completed accurately and on time.  Process and/or review payments, understanding different processes for high-risk clients and

those subject to sanctions.

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FINANCIAL OVERSIGHT & AUDIT

 Review payment instructions and receipt inventories prepared by Administrators.  Analyse WIP, monitor aged debt, and support timely billing, including circulation of invoices

to clients.  Review financial statements and manage audit processes (including regulated audits),

attending audit meetings independently and ensuring PBC lists are kept up to date and deadlines are met.

TEAM LEADERSHIP, DELEGATION & DEVELOPMENT

 Provide technical guidance, support, and coaching to less experienced team members, promoting professional development and consistent service standards.

 Delegate work appropriately to junior staff and other team members with capacity, while maintaining oversight and responsibility for final output.

 Support the Fund Manager in monitoring performance metrics, risk indicators, and workflow management within the Fund Team.

OPERATIONAL EXCELLENCE & SYSTEMS COMPETENCE

 Maintain accurate and up-to-date records of transactions, investor communications, meeting documentation, and regulatory submissions.

 Use core systems effectively, including: o Allvue for investor reporting and fund administration processes; o Microsoft Teams, Planner, and other digital tools for collaboration, workflow

management, and meeting coordination.  Contribute to the development or evaluation of new products, client opportunities, or

enhancements to operational processes.

NEW BUSINESS & ONBOARDING

 Assist with new business onboarding, completing checklists, establishing profiles and entities, and ensuring all regulatory requirements are addressed (including updates to JFSC records, nominated persons, and registered office details).

SKILLS, KNOWLEDGE & EXPERTISE

 Strong working knowledge of Jersey finance industry legislation, regulatory requirements, and market practices.

 Minimum of 4 years’ relevant industry experience, with at least 3 years managing own client portfolio, ideally with corporate client exposure.

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 Good understanding of fund structures, governance requirements, transactions, and investor reporting.

 Experience managing complex workflows, competing priorities, and demanding deadlines.  High level of accuracy, responsibility, and professional judgement, with the ability to work

independently.  Demonstrated ability to delegate effectively and provide coaching and practical support to

junior staff.  Studying toward or willing to undertake a relevant professional qualification (e.g., ICSA/CGI,

STEP, or equivalent per Table 4).  Strong communication, organisational and relationship-management skills.

KEY INTERNAL & EXTERNAL CONTACTS

 Whitmill Fund Manager

 Whitmill Fund Client Directors

 Whitmill Fund Team

 Whitmill Client Accounting Team

 Whitmill Compliance Team

 Whitmill Company Secretary

 Clients, intermediaries, banks, agents, auditors, and regulatory contacts

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JOB DESCRIPTION

Job title

Payroll Administrator

Reports to

Payroll Supervisor

Reporting to this position

None

Location of work

Co-operative House

Date effective from:

Version: Role Branding: 3

Role Purpose The Payroll Administrator will ensure payroll processing duties are conducted

in a timely, efficient and accurate manner.

The primary function is to support payroll supervisor, ensuring pay is processed

correctly and on-time.

Society’s Vision To make a real difference to the communities we serve

Society’s Mission To develop and protect long-term member value

Society’s Values COOPERATION: embracing the co-operative principles in everything we do.

OPENNESS: honesty and trustworthy in what we say and how we behave. Being

prepared to listen.

PASSION: pride in our business, determination to succeed, radiating positive energy.

EMPOWERMENT: providing opportunity, encouraging contribution and involvement, believing in our people.

RECOGNITION: ensuring our colleagues are appreciated, valued and rewarded for their achievements.

MAIN AREAS OF RESPONSIBILITY

Duties:

• Deal with day-to-day colleague salary, payroll, time and attendance queries.

• Manage the main payroll inbox with all queries.

• Support the Payroll Supervisor to process the payroll service across both jurisdictions in the end-to-end payroll process. Have the ability to process end-to-end payroll in the absence of the Payroll Supervisor if required.

• Chase managers for signing off weekly timesheets, and missing payroll information where necessary.

• Support the Payroll Supervisor with creating, maintaining and updating all payroll processes.

• Responsible for the administration of the Society’s Time and Attendance system, inputting medical certificate dates and calculating the STI value.

• Supports the HR Business partners with all leaver holiday calculations.

2

• Administers the inputting of Society leavers into the HR database.

• Input all colleague changes and variations to contract into the HR database.

• Administer employee benefits including colleague health care system and support queries.

• Maintain a 4 weekly payroll file for all new starters, leavers, Tax rate changes, contract changes, pension.

• Administrates the pension scheme with all new starters, leavers, and amendments throughout a colleague’s life cycle.

• Run pension reports at the end of a pay period to be sent to the external providers.

• Administers the values of the pension payment for every pay period with finance.

• Any other duties as required by the business.

KNOWLEDGE, SKILLS AND ABILITIES

Knowledge

• Systems knowledge

• Working knowledge of following programmes: MS Word, Excel, PowerPoint, and Access

• Experience of using the Internet, and an email and electronic calendar system

Skills

• Ability to prioritise and organise own work

• Time management skills

• Attention to detail

Personal Attributes

• The ability to achieve high performance and strict deadlines

• Excellent communication and interpersonal skills

• The ability to manage in a pressurized environment

• Ability to demonstrate an understanding of The Society Aims and Values

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 Administrator - Fund Services

Company Description

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

Job Description

Purpose of The Job To provide support and assistance to a team of fund administrators in the provision of professional fund administration services to a variety of entities for which Ocorian Services Limited provides service and at all times comply with the Policies and Procedures of Ocorian. Main Responsibilities • To become familiar with the terms of all relevant Instruments and Agreements relating to the entities under the administration of Ocorian. • When required, to ensure the tax status of the entities are observed with the timely completion of tax returns and the payment of any notified tax liability. • To deal with incoming correspondence expeditiously. Reference should be made to the relevant supervisor where the demands of the correspondence exceed capabilities. • To prepare detailed attendance notes of any telephone communication and circulate to relevant members of staff. • When required, to prepare minutes and other meeting documents. • To take responsibility, under supervision, for being the immediate point of contact on allocated cases. • To assist with the overseeing of the maintenance of the accounting records and preparation of annual accounts where this forms part of the services provided by Ocorian, where appropriate, through effective liaison with the Client Accounting Solutions team. • To assist with the billing process, reviewing billing proformas/draft invoices where appropriate, at established frequencies and to discuss these with the Manager/Director prior to processing. • Ensure that database records and statutory records are maintained and updated.

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

• To monitor the aged debt position of matters under administration and to liaise with the Accounts Department and Directors to ensure that a tight control is maintained over the value and length of aged debts. • When required, to undertake periodic reviews of clients' matters in accordance with the timetable set by the Director. • To ensure that during periods of absence from the office, the relevant manager and colleagues are informed and fully briefed of any anticipated client related matters which may arise during the period of absence. In the event that colleagues are absent from the office to undertake administration of matters allocated to colleagues as required, to ensure the needs of the client are met. • To escalate any issues/risks arising promptly to the Manager/Directors where appropriate. • To ensure a basic awareness and understanding of local Regulatory requirements. • To carry out any function/activity reasonably required by the Manager, Management Team or Directors from time to time.

#LI-JM1

#LI-Hybrid

Qualifications

• Educated to A level or degree standard. • The post holder should be willing to work towards a professional qualification. Knowledge, Skills and Experience • Strong IT skills. • No funds/trust experience necessary but previous office experience would be an advantage. • Good communication skills (written and spoken English). Competencies • Good interpersonal skills are required to develop close working relationships with colleagues and clients. • Flexibility, energy and enthusiasm. • A solution drive attitude to problems. • Good organisational skills and the ability to work methodologically and accurately. • Team spirit.

Additional Information

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

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

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

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

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

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

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

JOB DESCRIPTION

JOB TITLE Senior Administrator, Trust & Corporate (12 month FTC)

JOB LEVEL C1

DEPARTMENT Trust & Corporate

REPORTING TO Manager

JURISDICTION Jersey

OAK SUMMARY Oak offers innovative private client, corporate and fund administration services tailored to our clients' needs. Today, Oak operates across Guernsey, Jersey, Isle of Man, Mauritius and The Bahamas with more than 250 employees administering over $27.5 billion in assets. The group is known for its client-centric approach, commitment to excellence and forward-thinking vision. Oak is owned by Opera Limited, a new holding company backed by Pula, the family office of Stephen Lansdown, co-founder of Hargreaves Lansdown, along with like-minded shareholders such as Sealyham, the family office of Tom Scott. Opera has welcomed Accuro, Amber (now Oak Bahamas), HFL, Meritus and Oak into the fold — each one powered by Opera, each one contributing to our shared ambition. For more information, please visit: https://www.operalimited.com/ JOB SUMMARY The role sits within the administration function of the business. It is a diverse role which is pivotal to business success. A large part of the role is to establish and develop client relationships and build the reputation of Oak as a client focused business who meet and exceed client expectations, The role holder will be responsible for the administration of a portfolio of companies, trusts and other entities ensuring that the affairs of the clients are managed in accordance with the relevant laws and the standard of client services set by the with the relevant Trust Manager and Client Director. KEY RESPONSIBILITIES

Administering a varied portfolio taking responsibility for the proper performance of all necessary administration tasks required to comply with requirements of the client and relevant legislation.

Managing client relationships, attendance at meetings as appropriate including all preparation as necessary

Ensuring that the relevant Trust Manager/Client Director are kept informed of activities at all times.

JOB DESCRIPTION

Ensuring minutes and resolutions for entities under management (companies, trusts, foundations etc)

are prepared as required.

Responsible to ensure all statutory records/returns are prepared and submitted.

Responsible to ensure statutory database/registers are maintained and up to date.

Preparation of correspondence in accordance with firm's procedures

Ensuring that all client requests / correspondence is dealt with in a prompt, professional and efficient manner.

Completing client take-on documentation prior to commencing administration and liaise with relevant contact on hand-over of new clients.

Ensuring that the Compliance department is kept up to date with changes to clients' circumstances,

i.e. services provided, resignation and appointment of directors, loss of business etc.

Supervising and assisting in the training of any Junior Administrator, Administrator or Trust Officer within the department, providing regular information feedback and identifying any additional training needs to the relevant Trust Manager/ Client Director

Considering at all times the "Money Laundering" and "Customer Due Diligence" issues and report any concerns as appropriate.

Compliance with the business' internal policies and procedures as may be amended from time to time.

Ensure compliance with OAK's professional conduct, quality and ethical standards.

General assistance with various projects as requested.

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

Completing any other duties as may be required from time to time in accordance with the requirements of the role, team and evolving nature of the function.

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

KEY COMPETENCIES & SKILLS

3-5 years’ experience in an administrative role within Fiduciary Services

Holds a relevant Professional Qualification e.g. STEP, CGI, ACCA

Good understanding of Corporate and Trust Structures

Good understanding of Jersey AML legislation relative to own work

Good IT skills, including practical experience of Microsoft Outlook, Word and Excel

Good written and verbal communication skills

Ability to work accurately with good attention to detail.

JOB DESCRIPTION

Employee Signature: _____________________________________ Date: _____________________ Employee Name: ________________________________________

A flexible attitude towards work and a willingness to assist other members of the team as required.

Good time management, prioritisation and organisational skills

Demonstrates drive, ambition & willingness to learn.

A proactive approach to work & the ability to work under own initiative.

Basic understanding of Trust and Company accounting, including double entry bookkeeping

KEY BUSINESS PARTNERS

Compliance Team

Client Accounting Team

Various banks

Investment establishments

External business partners connected to the client portfolio.

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

Knowledge and Innovation Assistant

The purpose of the role is to support the delivery of knowledge and innovation solutions to the global practice by maintaining all knowledge resources and ensuring risk management, quality control and consistency of approach across teams and offices.

This role would suit someone who is looking to develop a career in legal operations with Bedell Cristin.

Key Responsibilities

• Maintaining and developing the global precedent and know-how database and protecting its integrity through strict quality control processes

• Assisting in the continued development of AI resources, agents and training

• Applying house style to knowledge documents and supporting its adoption across the global practice

• Automating documents and maintaining templates for relevant practice teams

• Assisting in new legal operations projects, maintaining project documentation and attending project meetings

• Curating and maintaining content on our global knowledge platforms

• Providing current awareness updates using the Vable platform

• Assisting with legal and business research to support client matter work

• Assisting with onboarding new starters

Requirements

Qualifications

• Educated to degree level, ideally in law or a related subject

Skills and experience

• Either law firm experience or a law degree essential

• Strong IT skills with experience using AI tools

• Good organisational and administrative skills

• Client-centric approach to services

• Ability to represent the team and the firm professionally and positively both internally and externally

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

Competencies

We would like you to have:

• Excellent organisational skills

• A thorough and methodical approach

• Excellent attention to detail and accuracy

• Team player with initiative and drive

• Conscientious and committed outlook

• Good communication and writing skills

• Adaptability and flexibility

• A friendly and approachable manner

• A commercial and client-focused mindset

• Creative approach to problem-solving

In this role you will be expected to:

• Behave in a manner inkeeping 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.

Administrator – Oakglen Wealth Planning (Jersey) Limited

Job Description:

The Administrator plays a key role in the dynamic and challenging financial planning business. The position offers regular interaction with Directors, Senior Management, other key personnel, and clients.

Summary of essential job functions:

The role of the Administrator includes a variety of business sensitive activities, including, but not limited to:

• Client onboarding • Assisting the Financial Advisers in ongoing client meetings and reviews • Administration of client records using various systems • Preparing client reports • Assisting with client and product provider instructions • Helping to resolve client queries and requests where possible

Key Competencies:

• Strong verbal and written communication skills; exemplary professional behaviour • Sound analytical skill, reasoning, and detail-orientation • Good organisational skills and the ability to prioritize • Flexibility to juggle multiple projects, ability to handle tight deadlines • Self-motivated and works well in a team environment • Proficient with IT • Enthusiastic and eager to develop business culture of ‘doing it right first time’

+44 (0) 1534 481 110 talent@oakbridgegroup.com oakbridgegroup.com

JOB DESCRIPTION Junior Accountant – Corporate Services

Location: Jersey Company: Oakbridge Corporate Services (Jersey) Limited

ABOUT US

Oakbridge is a leading independent, owner-managed provider of fund administration and corporate services, offering expert solutions to a diverse international client base from offices in Jersey and the UK. Established over a decade ago, the business was founded to deliver high- quality, responsive in-house services, with a continued focus on meeting client deadlines, fee transparency, regulatory compliance and long-term relationship building. Our experienced, carefully selected team brings expertise across accounting, administration, governance, legal, and finance disciplines within real estate, private equity, venture capital, debt, and other alternative sectors, supported by best-in-class systems and infrastructure. Oakbridge forms part of the Oakglen Group, an international investment and operating group with a global reach.

ROLE OVERVIEW

The Junior Accountant will be expected to provide support to the team and Team Managers of the Company by being proactive in their approach to upholding the reputation, policies and procedures of the Company. They will also ensure the efficiency of the Company is maintained and assist senior team members with ad hoc client requests.

KEY RESPONSIBILITIES

• Primarily responsible for bookkeeping of clients of varying activity levels and conducting full, detailed reviews of own work prior to submission for review.

• Demonstrating competence with client accounting work and progressing with more complex cases and an increased volume of work as knowledge of the entities and accounting standards (and professional studies) increases

• Assist with the preparation of Periodic Financial Reporting/Management accounts and other ad-hoc reporting

• Supporting the clients Annual Audit process including assisting the senior in the preparation of Financial Statements

• Deal with the completion of routine audit queries

• Other ad-hoc tasks as agreed with senior team members, such as assisting with annual tax and other regulatory filings.

REQUIRE SKILLS & EXPERIENCE

• Competent with excel and other IT platforms

• Good communication skills

• Experience with double entry bookkeeping

• Studying or intending to study towards a relevant qualification (e.g. ACA, ACCA, ICAS, CIMA)

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

Associate, Private Wealth & Family Office

Summary and Overview

• Associate, Private Wealth & Family Office

• Jersey

• Permanent

• Full Time

• Competitive Salary & Benefits

Ready to take the next step in your career?

At Equiom, we’re growing and we’re looking for an Associate/Administrator to join our

Private Wealth & Family Office team in Jersey.

This role is ideal for someone with a couple of years’ experience in fiduciary, trust or corporate

administration who is ready to build on their foundations and develop into a more senior role. If

you’re motivated, detail focused and keen to grow your technical knowledge while taking on

increasing responsibility, we’d love to hear from you.

Your Role

As an Associate, you’ll support the administration of a varied portfolio of trusts, companies and

foundations, working closely with Senior Associates and Managers to deliver exceptional client

service.

You will:

Support client portfolio management

• Assist with the day to day administration of trusts, companies and foundations

• Ensure work is completed in line with agreed service standards and regulatory

requirements

Prepare high quality documentation

• Draft trustee resolutions, board minutes, agreements and payment instructions

• Assist with statutory filings and maintenance of accurate client records

Maintain regulatory compliance

• Support client onboarding processes

• Assist with AML/CFT checks and KYC updates

• Ensure records are maintained to meet internal and regulatory standards

Develop your technical expertise

• Build your understanding of fiduciary structures and governance requirements

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

• Work towards increasing responsibility for client interactions and portfolio ownership

Contribute to team success

• Collaborate effectively with colleagues, clients and professional advisors

• Support billing and administrative processes

• Maintain organised, audit ready files

What You’ll Bring

We’re looking for someone eager to learn, develop and progress within a professional fiduciary

environment.

Essential experience:

• 2+ years’ experience in fiduciary, trust or corporate administration

• Working towards (or keen to start) a relevant professional qualification such as STEP or

CGI

• A good understanding of offshore structures and fiduciary principles

Desirable experience:

• Exposure to multi jurisdictional structures

• Experience using client administration systems

• Some involvement in client communications

About You

You’re motivated, dependable and ready to grow.

• Highly organised with strong attention to detail

• Able to manage multiple tasks and deadlines effectively

• Professional and confident communicator

• Proactive, curious and keen to take on new challenges

• Discreet and respectful of client confidentiality

• A positive team player who enjoys contributing to shared goals