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

Assistant Manager/Manager, Private Capital

Key Accountabilities:

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

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

standards of service delivery

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

documented requirements, policy and procedure

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

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

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

demonstrating technical awareness and cultural affinity as appropriate

• Support highly effective fiduciary decision making incl thorough preparation of

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

Investment Governance Forum and others as necessary

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

to build those relationships in support of future referrals

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

targets; demonstrating appropriate commerciality in all dealings

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

manner and sharing learnings with Client Directors and wider team

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

filings are carried out accurately, and on time

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

Administration colleagues; role modelling appropriate group behaviours

Requirements:

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

• Positive collaboration with all Private Wealth colleagues & wider stakeholders

• Director of client entities/affiliate members where required

• Ongoing compliance with all internal policies and procedures

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

• Ongoing compliance with all relevant regulatory/legal requirements

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

• Sharing of own client/structure knowledge with nominated alternates

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

• Maintenance of technical awareness and market developments

• Effective contribution to group projects as necessary

• Authorised client signatory in line with approved limits

• Maintenance of CPD and up to date technical awareness

• Occasional business travel subject to workload status

Other information:

• 5 - 10 yrs experience serving HNW international families

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

• Proven ability in managing complex international fiduciary structures

• Proven ability in working with related industry professionals

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

• Good understanding of investments, property and other asset classes

• Full awareness of Highvern policies and procedures

• Highly effective and adaptive interpersonal skills

• Collaborative team player

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

• Good knowledge of and experience of working with NavOne

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

Preferred Qualifications:

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

• STEP

• ICSA

• Accountancy

• Legal

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

Administrator, Senior Administrator, Corporate

Key Accountabilities:

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

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

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

administrative tasks required in meeting client or business needs.

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

house records management policy and using the technology available;

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

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

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

client activities required;

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

and consistency in the management of our client structures;

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

particular concern for the rules around AML, sanctions and CFT

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

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

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

business to invoice clients fully for the services provided.

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

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

Requirements:

• Compliance with all policies

• High quality external communication

• Implementing, following and maintaining relevant operating procedures

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

rules/regulations

• Ability to work flexibly to accommodate changing priorities and deadlines

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

• Highly professional representation of Highvern externally at all times.

• Seek guidance where required

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

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

business to invoice clients fully for the services provided.

• Excellent attention to detail

• Excellent accuracy

• Minimum of 3 years trust and company or legal experience

• Good understanding of fiduciary services needs

• Ability to communicate clearly internally and externally

• Problem solving and interpersonal skills

• Strong team player.

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

Manager, Private Capital

Key Accountabilities:

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

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

standards of service delivery.

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

documented requirements, policy and procedure.

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

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

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

demonstrating technical awareness and cultural affinity as appropriate

• Support highly effective fiduciary decision making incl thorough preparation of

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

Investment Governance Forum and others as necessary.

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

to build those relationships in support of future referrals.

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

targets; demonstrating appropriate commerciality in all dealings.

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

manner and sharing learnings with Client Directors and wider team.

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

filings are carried out accurately, and on time.

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

Administration colleagues; role modelling appropriate group behaviours.

Requirements:

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

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

• Director of client entities/affiliate members where required.

• Ongoing compliance with all internal policies and procedures.

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

• Ongoing compliance with all relevant regulatory/legal requirements.

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

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

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

• Maintenance of technical awareness and market developments.

• Effective contribution to group projects as necessary.

• Authorised client signatory in line with approved limits.

• Maintenance of CPD and up to date technical awareness.

• Occasional business travel subject to workload status.

• 5 - 10 yrs experience serving HNW international families.

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

• Proven ability in managing complex international fiduciary structures.

• Proven ability in working with related industry professionals.

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

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

• Full awareness of Highvern policies and procedures.

• Highly effective and adaptive interpersonal skills.

• Collaborative team player.

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

• Good knowledge of and experience of working with NavOne.

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

• STEP, ICSA, Accountancy or Legal qualification

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

Trainee Trust Administrator Joining a successful and expanding wealth management business, in a key role providing administrative support whilst embarking on a Trust and Company Administrator Training program. Full training and guidance will be provided.

The individual will work closely with all members of the trust team, including: client administration, operations, investment support and accounts, liaising with both clients and intermediaries. You will bring a hardworking and collaborative attitude, engage positively with colleagues, manage pressure effectively and communicate clearly with clients and colleagues. An aptitude for managing changing priorities, an enquiring mind and a sense of humour are important to this role.

We welcome you if you are starting out in your career, returning to work after a career break, or looking to develop your skills in trust administration.

Duties and responsibilities will include;

• Delivering excellent client service by being organised, methodical, efficient and diligent

• Providing clerical support, payment processing, mail handling, statutory reporting, project management and daily operational tasks.

• Assisting with client onboarding, opening bank and investment accounts, and maintaining accurate client records

• Acting as a proactive team player with the confidence to work well with all levels of people

• Communicating effectively with clients and intermediaries

• Inputting and maintaining information on client data systems

• Undertaking general administration of clients’ affairs

Qualifications and skills

Essential

• Must have “Entitled for Work” status i.e. minimum of 5 years residency in Jersey

• Excellent organisational and time management skills, attention-to-detail and the ability to quickly adapt to a changing environment

• Ability to work to deadlines

• Initiative,enthusiasm and confidence to complete projects

Desirable

• Good at building and maintaining relationships, with first-rate interpersonal and communication skills and a friendly and encouraging professional demeanour

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

• Proficiency with Microsoft Office and an aptitude to learn new software systems

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

Senior Administrator - EBT

Job Description

To manage the day-to-day administration of a varied portfolio of Employee Benefit Trust structures and to maintain and develop a wide knowledge and understanding of employee share plan administration generally, to include anti-money laundering, compliance and relevant legislation. This position will require the post holder to work autonomously, whenever necessary, with the ability to support the team and senior employees to ensure workload is completed accurately, effectively and efficiently.

Main Responsibilities

• To manage the day-to-day administration of a varied portfolio of more complex EBT structures, and to maintain a wide and detailed knowledge and understanding of EBT administration generally, to include money laundering, compliance and relevant legislation.

• To assist the Senior Client Manager in ensuring that group workloads are completed to the highest possible standards, within the agreed timescales and that the objectives of the group are fulfilled.

• To develop close working relationships with relevant clients within the group, and to strengthen key relationships through regular contact. To seek to provide innovative and practical answers to client queries, being alert to both commercial concerns and technical accuracy. To ensure absolute compliance with KYC procedures in order to maintain knowledge of the client business.

• To support the Senior Client Manager in order to guide, motivate and oversee staff in the group to ensure their workloads are undertaken professionally and without risk to the firm or clients. This includes training guidance, career development and the maximisation of potential where applicable.

• To ensure billing and debt collection is carried out effectively and in a timely manner. In liaison with the Group Manager to negotiate fees to the mutual satisfaction of ETJL and clients.

• To assist the Group Manager in the development of new business. To maintain a broad general knowledge of issues affecting the offshore industry, and be able to apply this knowledge in developing new and existing business.

• To attend marketing events and functions organised by intermediaries, whenever appropriate and possible.

• To support ETJL’s strategy, demonstrating the ability to generate innovative operational ideas and constructively challenge the status quo.

• Any other such duties that might be reasonably required for this role.

#LI-JM1 #LI-Hybrid

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

• An enhanced level of technical knowledge, to include a relevant professional qualification (e.g. ACCA Intermediate level, ICSA Diploma, CIB, STEP Diploma) together with experience at senior administration level in the offshore industry.

• Excellent organisational and client management skills, together with a full knowledge of current EBT legislation, and the local regulatory environment. This includes a high level of awareness of risk factors and compliance procedures.

• Professional manner with the ability to relate to persons at all levels, and to identify clients’ needs, responding to these quickly and effectively.

• An advanced technical knowledge as above, including detailed knowledge of the trust company’s software and systems. Strong management skills to include a high level of integrity, excellent written and oral communication skills, and the ability to multi-task.

• Good time management skills, together with a thorough understanding of client files. In addition the post holder should have a strong appreciation of the importance of financial management issues.

• Good interpersonal and communication skills, essential to maintain and develop strong relationships with existing and potential clients, coupled with a strong awareness of marketing opportunities.

• Good interpersonal skills, with flexibility to attend after-hours functions where relevant.

• Reasonable knowledge and understanding of ETJL strategy and polices, and detailed knowledge of compliance and technical issues to enable you to act as role model for peer group and junior staff.

• CPD is a compulsory requirement for all trust company business employees.

#LI-BF1

#LI-Hybrid

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.

Version: 1 Document Number: 1421857

Job Description Name: Title: Manager - Operations Line Manager/Reports to: Associate Director - Operations Qualifications Required: Hold a relevant Category B professional qualification (ACCA/ICSA/STEP

Diploma) Based at: 35-37 New Street, St Helier, JE2 3RA Key responsibilities: • Act as a Category B Employee under the TCB Codes of Practice and contribute to the formal span of

control. • Serve as a signatory for Baccata Trustees Limited and affiliated entities. • Provide operational oversight and support to the operations team, Board, Committees and

Departments with meeting their strategic goals whilst ensuring smooth and efficient business processes.

• Review operational processes, workflows, and systems; propose and implement improvements, including review and enhancement to existing policies and procedures for the business.

• Formulate, execute, monitor and take ownership of operational projects to manage the risks of the business and to meet its regulatory and legislative reporting requirements.

• Prepare internal correspondence, documentation, minutes and resolutions to a high standard as required.

• Compile and disseminate internal reports in a timely and accurate manner. • Maintain accurate records and ensure documentation is filed appropriately and oversee the team’s

completion of the same. • Examine database data to improve and enhance usage and efficiency of Quantios Core (“QCore”). • Ensure all operations are carried on in an appropriate, cost-effective way. • Proficient in Quantios Core (“QCore”) and be a super user and a point of contact for QCore-related

queries and training. • Point of contact for all Committees and Department for all QCore reporting requirements and utilise

the team to assist you with the reports. • Manage staff, set performance goals, undertake appraisals and provide guidance and feedback. • Participate in internal committees, subcommittees or working parties to support governance

initiatives. • Represent Baccata Group in external forums as required. • Liaise with relevant departments of the Baccata Group (such as I.T./HR/Compliance) appropriately. • Action any tasks required by the board or committee of the board within the timeframe agreed by the

board or committee. • Meet or substantially meet all the skills and competencies in the attached Table A. • Attend CPD training in accordance with regulatory requirements and ensure that the same is adequate

and relevant to the role and this job description. • Comply with internal policies and procedures as well as current legislation in respect of the current

TCB Codes of Practice. • Abide by Baccata Group policies and procedures, AML training as amended from time to time. • Any other reasonable task we ask you to perform.

_____________________________ Signed

Job Description Agreed

Dated: _______________________

Version: 1 Document Number: 1421857

Key skills and experience requirements

• Proven 6 years’ experience in the Jersey trust industry or a similar operational role, with at least 3 years at Assistant Manager/Manager level.

• Fully qualified to meet Category B requirements under JFSC Codes of Practice.

• A collaborative team player with a proactive approach.

• Self-motivated and driven with an ability to work under pressure to meet tight deadlines.

• Experienced in managing staff and contributing to team development.

• Strong organisational and written communication skills.

• Strong communication and leadership skills,

• Strong understanding of Jersey trust, company, foundation, and limited partnership law.

• Good knowledge of organisational effectiveness and operations of the business.

• Good awareness of fiduciary and regulatory risk.

• Strong attention to detail, accuracy and analytical abilities.

• Strong keyboard and numeracy skills.

• Developing strategic planning skills (with on-the-job training).

• Experience with QCore (Dynamics 365) and eDocs preferred (training provided).

• Entitled to work status in Jersey (minimum 5 years residency).

Version: 1 Document Number: 1421854

Job Description Name: [●] Title: Trainee Administrator - Operations Line Manager/Reports to: Assistant Manager/Manager – Operations Qualifications Required: Educated to GSCE Level and would consider working towards a

relevant professional qualification (ICSA/STEP Cert/Diploma) Based at: 35-37 New Street, St Helier, JE2 3RA Key responsibilities: • Provide operational support to the operations team in ensuring smooth and efficient business

processes.

• Assist with database management and updates, data cleansing and enrichment.

• Prepare simple internal correspondence, documentation, minutes and resolutions under supervision.

• Assist with new business onboarding documentation, including checklists and internal control forms.

• Assist with the review and acceptance of Customer Due Diligence documentation.

• Prepare simple reports from the database under supervision.

• Maintain accurate records and ensure documentation is filed appropriately.

• Shadow experienced team members to gain hands-on experience.

• Participate in operational projects as directed by Operations Director/Team.

• Participate in working parties to support governance initiatives.

• Liaise with relevant departments of the Baccata Group (such as I.T./HR/Compliance) appropriately.

• Action any tasks required by the board or committee of the board within the timeframe agreed by the board or committee.

• Meet or substantially meet all the skills and competencies in the attached Table A.

• Attend CPD training in accordance with regulatory requirements and ensure that the same is adequate and relevant to the role and this job description.

• Comply with internal policies and procedures as well as current legislation in respect of the current TCB Codes of Practice.

• Abide by Baccata Group policies and procedures, AML training as amended from time to time.

• Any other reasonable task we ask you to perform.

_____________________________ Signed

Job Description Agreed

Dated: _______________________

Version: 1 Document Number: 1421854

Key skills and experience requirements

• A collaborative team player with a proactive attitude.

• Self-motivated and driven with an ability to meet deadlines.

• Developing organisational and written communication skills.

• Developing an understanding of Jersey trust, company, foundation, and limited partnership law (with on-the-job training).

• Developing awareness of fiduciary risk and regulatory requirements (with on-the-job training).

• Strong attention to detail and accuracy.

• Good keyboard and numeracy skills.

• Experience with Quantios (Dynamics 365) and eDocs preferred (training provided).

• Entitled to work status in Jersey (minimum 5 years residency).

Document Number: 1100009 V: 2

Job Description Title: Trust Officer/Administrator Line Manager/Reports to: Senior Manager Qualifications Required: Holds a Category C qualification or working towards a relevant

professional qualification (ACCA/ICSA/STEP Certificate) Based at: 35-37 New Street, St Helier, JE2 3RA Key responsibilities: 1. Assist with the administration of a portfolio of clients of the Baccata Group and ensure those

clients are administered in accordance with the terms of the trust deeds and/or corporate documents as applicable and professional legal/tax advice given.

2. Attending client meetings and preparing file notes of the same. 3. Liaising directly with clients, intermediaries, investment managers, bankers and advisors. 4. Preparation of minutes. 5. Preparation of client reviews having regard to CDD. 6. Respond to and follow up client queries and communications. 7. Meets or substantially meets all the key skills and experience requirements listed below. 8. Comply with internal policies and procedures as well as current legislation in respect of the

current TCB Codes of Practice. 9. Ensure that all clients are administered in accordance with the PPM and AML Manuals 10. Attend CPD training in accordance with regulatory requirements and ensure that the same is

adequate and relevant to the role and this job description. 11. Any other reasonable task we ask you to perform from time to time. 12. Abide by Baccata Group policies and procedures, AML training as amended from time to time. 13. Action any tasks required by the Baccata board or committee of the board within the

timeframe agreed by the board or committee.

Key skills and experience requirements

• A minimum of 3 years’ experience working in a Private Client role within the Jersey trust industry, with a minimum of 18 months at Assistant Trust Officer/ Trust Officer level.

• Fully qualified to meet Category C requirements as described in the JFSC Codes of Practice for TCB.

• Must have entitled to work status in Jersey (i.e. minimum 5 years in Jersey). • Good organisational and communication skills. • Experience in using Quantios (Dynamic 365) and eDocs (document management system)

(preferred but not essential as training will be given). • Good interpersonal skills • An ability to work effectively with people across a wide range of levels and responsibilities. • Good attention to detail. • Good team working skills. • Good keyboard skills.

Document Number: 1100009 V: 2

• Good numeracy skills. • Good degree of accuracy. • A team player. • A basic understanding of Jersey trust, company, foundation and limited partnerships law and

other related legal and regulatory requirements. • A basic awareness of risk issues in the context of fiduciary responsibilities. • Motivated and driven with an ability to work under pressure to tight deadlines. • A willingness to travel as business needs dictate.

Document Number: 825629 V: 2

Job Description Title: Senior Administrator Qualifications Required: Holds a Category C qualification or working towards a relevant

professional qualification (ICSA/STEP Diploma) Line Manager/Reports to: Senior Manager/Director Based at: 35-37 New Street, St Helier, JE2 3RA Key responsibilities: 1. Manage a portfolio of clients of the Baccata Group and ensure those clients are administered

in accordance with the terms of the trust deeds and/or corporate documents as applicable and professional legal/tax advice given.

2. Attending client meetings and preparing file notes of the same. 3. Liaising directly with clients, intermediaries, investment managers, bankers and advisors. 4. Assist in the generation of new business enquiries. 5. Meets or substantially meets all the key skills and experience requirements listed below 6. Undertake client file reviews. 7. Ensure that all action points arising from reviews and risk escalations are managed

proactively. 8. Preparation of minutes. 9. Monitoring of clients’ cash requirements. 10. Preparation of client reviews having regard to CDD. 11. Respond to and follow up client queries and communications. 12. Regular review and responsibility for collection and chasing outstanding aged debts in liaison

with the finance department. 13. Provide guidance and support to the administrators of the team. 14. To sit on one or more committees or sub committees that may be introduced by the board to

facilitate the good governance of the Baccata Group of Companies. 15. Comply with internal policies and procedures as well as current legislation in respect of the

current TCB Codes of Practice. 16. Ensure that all clients are administered in accordance with the PPM and AML Manuals. 17. Attend CPD training in accordance with regulatory requirements and ensure that the same is

adequate and relevant to the role and this job description. 18. Any other reasonable task we ask you to perform from time to time. 19. Abide by Baccata Group policies and procedures, AML training as amended from time to time. 20. Action any tasks required by the Baccata board or committee of the board within the

timeframe agreed by the board or committee.

Key skills and experience requirements

• A minimum of 5 years’ experience working in a Private Client role within the Jersey trust industry, with a minimum of 3 years at Administrator/Senior Administrator level.

• Must have entitled to work status in Jersey (i.e. minimum 5 years in Jersey). • Fully qualified to meet Category C requirements as described in the JFSC Codes of Practice

for TCB.

Document Number: 825629 V: 2

• Experience in using Quantios (Dynamic 365) and eDocs (document management system) (preferred but not essential as training will be given).

• Good organisational and communication skills. • An understanding of Jersey trust, company, foundation and limited partnerships law and

other related legal and regulatory requirements as well as a working knowledge of relevant UK tax issues, financial markets and the world economy.

• A general awareness of risk issues in the context of fiduciary responsibilities. • Motivated and driven with an ability to work under pressure to tight deadlines. • A willingness to travel as business needs dictate.

JOB DESCRIPTION

Role title Senior Administrator

Reporting structure Reports to Manager

Location Jersey

Role requirements The post holder will manage and take responsibility for the administration of a diverse portfolio of corporate and fiduciary clients and ensure that client relationships and administration are conducted effectively and to a high standard.

Principal duties • Ensure that you have an understanding of the transactions you are working on • Ensure corporate records and statutory registers are correct and complete and all

on-going requirements are diarised and actioned timely • Assist with the effective management of day-to-day activities to include timely

processing of work, meeting transactional and internal procedural deadlines and managing WIP and debt collection

• Create and maintain effective working relationships with colleagues both in the immediate department and across the business

• Other ad-hoc duties as requested

Experience • Previous experience with some or all of the above tasks • Experience of working in a corporate services or fiduciary environment • Good working knowledge of Microsoft desktop software

Professional qualifications

• Hold or be studying towards a relevant professional qualification

Personal characteristics

• Good communication and interpersonal skills • Able to build relationships and work as part of a team • A positive and flexible approach • Ability to manage and prioritise tasks, time and people in order to meet deadlines • Ability to work independently

Conditions of work • 37.5 hours per week with 60 minutes per day for lunch – standard working hours are 9:00am – 5:30pm

Benefits • 25 days holiday entitlement with the ability to buy / sell 5 days per financial year • Discretionary bonus scheme • Private medical insurance (from day 1 with all previous conditions disregarded)

There is the option to add family members at candidates own cost • Permanent health insurance • Life assurance x 4 annual salary