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 Manager will have solid experience in the trust and fiduciary industry and will be able to manage the delivery of activity and transactions for their portfolio, under the direction and oversight of their Associate Director / Client Director. The Manager will also oversee the work of more junior members of the team, delegate tasks and review performance. They may also have people management responsibilities.

Key responsibilities include:

• Take responsibility for the administration of a portfolio of clients, while maintaining and developing relationships with new and existing clients

• Ensure all transactions are properly authorised and recorded with due regard to risk

• Manage trust and company portfolios which contain complex structures, and assets such as properties, investments portfolios, vehicles etc

• Ensure all tasks are accurately recorded with clear descriptions of work conducted in the daily timesheet, and that utilisation is chargeable to the client (and recoverable)

• Provide support, coaching and performance management to the team and ensure the Associate Director and/or Client Director are well informed and consulted

• Build and strengthen relationships with key clients and intermediaries and identify new ideas in relation to products and services which may be offered by the Company

• Ensure all business is conducted in accordance with the policies and procedures of the Company and the rules, guidelines and expectations of the local regulator

• Understand, embrace and practice Accuro’s culture and values

• Any other duties that may be reasonably required

About you

• People and leadership skills to include developing and mentoring of others

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

• Strong client relationship management skills – understanding clients’ needs and wishes, and ensure long-term sustainable relationship is built, being decisive for the clients

• Knowledge of all aspects of company and trust administration including nuances and statutory requirements of the major offshore jurisdictions used in connection with clients’ structures

• Regulatory knowledge – understanding of the rules, guidelines and expectations of the local regulator (JFSC)

• Ability to identify and manage any relevant business risks

• Commercial mindset on the profitability of the client portfolios and the evolution of the commercial relationship

• Ability to prioritise own workload and delegation to others to exceed client service delivery standards

• Self-motivated with excellent communication skills

• Strong analytical and problem-solving skills

• Methodical, thorough and attentive to detail

• Microsoft Office competency

• Business Central experience is advantageous

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

Client Director – Executive Compensation Services Our role:

Our client is seeking an experienced professional to join their Executive Compensation Services (ECS) team in Jersey as a Client Director. This is a senior role where you’ll help lead a high-performing team, manage a varied portfolio of employee incentive clients, and play a key part in shaping the direction of the business.

As part of the senior leadership team, you’ll be responsible for maintaining strong client relationships, supporting the growth of the team, and ensuring high standards across service delivery, compliance, and risk management. The role falls within the JFSC's Category 3 Senior Management Function, which carries specific regulatory responsibilities. Key responsibilities:

• Oversee a team managing complex executive compensation structures.

• Act as Director or Alternate Director on client boards.

• Manage, guide and mentor team members.

• Ensure client work meets regulatory, risk, and quality standards.

• Build and maintain strong relationships with clients and intermediaries.

• Support the wider leadership team with strategy, business planning, and performance.

• Contribute to internal projects and ongoing improvement initiatives.

• Drive profitability and contribute to growth across the ECS service line.

What we’re looking for:

• JFSC Category A employee with a relevant Table 4 qualification.

• Relevant experience in the share plan and the employee incentive sector.

• Strong technical knowledge of trust and corporate structures.

• Experience managing teams and overseeing complex client arrangements and transactions.

• Excellent communication skills and the ability to lead by example.

• Comfortable working in a regulated environment and engaging with senior stakeholders.

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

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Assistant Manager Job Description

Team: Client Handling

Reporting to: Senior Manager / Manager

About Us

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

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

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

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

will be invited, heard, and appreciated.

The Role

Taking care of the administration of a diverse and more complex client portfolio, you’ll help us to continue to deliver the

proactive and attentive service essential to the smooth running of our clients. Working within a welcoming and supportive

team you will collaborate closely with colleagues at all levels, as well partners from outside the business. You will use your

skills and judgement help to further strengthen client relationships within your portfolio and lend your experience to the

development and mentoring of more junior colleagues.

Key Result Areas

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

• Maintain and update client documentation accurately.

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

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

Key Responsibilities

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

Client Administration

• Act as an authorised ‘C’ signatory.

• Administer a varied and more complex portfolio of clients, in accordance with procedures.

• Preparation of all day-to-day correspondence with clients and intermediaries.

• Responsible for the maintenance of statutory books and regulatory documentation for own portfolio.

• Liaise with clients on day-to-day matters and overseeing and actioning all ongoing tasks for portfolio.

• Conduct periodic reviews on own clients.

• Prepare and circulating agendas, board packs and reports.

• Prepare checklists for activities such as draw downs, distributions, investments, power of attorneys.

• Schedule and attend client meetings.

• Draft minutes and resolutions for meetings, circulate for comments, finalise, and arrange for signing.

• Maintenance of client data for own portfolio of clients on core systems

• Liaise with intermediaries in respect of own clients (including banks/agents and the JFSC registry.)

• Administer structures in accordance with professional advice received.

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• Collaborate with our onboarding team to ensure new client relationships are onboarded within a deadline agreed with the Client Service Director.

• Travel to meet with clients and intermediaries as required.

Financial

• Understand the financial drivers of the business and ensure all KPIs and targets are met.

• Daily input of time on timesheet.

• Manage the billing process for own portfolio to include analysing WIP, preparing billing control forms, issuing invoices, and managing aged debt.

• Monitoring and overseeing payments for own clients to include an understanding of the different requirements/process for payments for high-risk clients.

• Assist with the review of accounts/financial statements.

Leadership and Management

• Supervise and monitor the workflow of more junior colleagues.

• Support Manager with the performance monitoring processes and development of junior colleagues.

• Delegate tasks on own portfolio to junior colleagues.

• Act as a point of escalation for basic queries from junior colleagues.

• Coach junior colleagues in respect of client day to day activities.

• Support junior colleagues with time management and prioritisation.

Compliance and Risk Management

• Ability to assess risk and escalate to the Manager appropriately, always complying with relevant organisational policies and procedures.

• Review screening tools for any adverse media hits, escalating appropriately.

• Obtain and review KYC on all connected parties of a relationship to the current regulatory standards.

• Understanding what is appropriate and acceptable in relation to AML and CDD and ensures any changes to requirements are addresses quickly and accurately.

General

• Monitor, organise and prioritise workload, dealing with matters in a timely manner.

• Actively participate as business projects as required.

• Willingness to contribute outside the scope of your role, to support your colleagues and the business.

Requirements Qualifications

• A minimum of a JFSC “Table 5” Qualification is essential, with the expectation and support to attain a “Table 4” qualification through further studies (if not already held).

Knowledge and Experience

• Minimum of 6 years’ relevant industry administration experience.

• Experience of developing and coaching others.

• Working knowledge of Microsoft Office.

• Good knowledge and understanding of current industry, legislation and regulation and working practices.

• Sound understanding of client financial statements.

• Responsibility over own personal development including up-to-date maintenance of a minimum of 15 hours CPD per year.

Skills and Qualities

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• Strong commitment to client service excellence.

• Ability to work with conflicting and demanding deadlines.

• Ability to delegate, coach and motivate.

• Ability to develop relationships and inspire client and colleague confidence.

• Proactive and disciplined approach to work.

Additional Information

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

• Competitive salary.

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

• Life insurance.

• Critical illness cover.

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

• 3 additional wellbeing days a year.

• Discretionary annual bonus.

• Support for professional qualifications and ongoing development.

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

JOB DESCRIPTION

Role title Trust & Corporate Manager

Reporting structure Reports to the Head of Risk and Compliance in Jersey

Liaison with Partners, fee earners, support staff and Risk & Compliance teams in other Carey Olsen offices

Location Jersey

Role requirements The post holder will manage Trust & Corporate Administration services, providing a timely, efficient and compliant service primarily in respect of: • The provision of new entity incorporations and formations • Company secretarial administration for Carey Olsen Corporate Services Jersey

Limited ('COCSJL')

Effective management of the business as usual Corporate Administrators activity Provide Subject Matter Expert guidance to the firm, taking an active role in the adherence to regulation and introduction of best practice General administration support to the wider Jersey Risk & Compliance team Hold the role of Deputy Money Laundering Reporting Officer

Principal duties Reservation of Company Names, Incorporations and Formations • Manage referrals from Partners and fee earners ensuring effective service is

provided in a timely manner • Ensure regular and accurate updates to the business in relation to the progress of

referrals • Manage on boarding for all trust company matters to ensure CDD requirements

are met, and SLA's are met or exceeded where appropriate • Management of Corporate Administration tasks undertaken by the team, to

include establishment questionnaires, appointment of Directors, preparing stock transfer forms, Mem & Arts and minutes, resolving queries and ensuring all documentation is completed to an acceptable standard, ensuring documentation reaches the JFSC Registry at the proper time and closing matters according to procedures

Company Secretarial / Administration and Client Reviews • Leading and overseeing the maintenance of orderly sets of statutory books,

company registers and records • Deal with day to day correspondence and administrative matters within COCSJL • Lead the provision of the invoicing cycle and administration, liaising with finance

department as required • Identify and escalate risk issues, together with suggested mitigation activities • Leading and oversee the periodic and ad hoc review process, preparing relevant

documentation for review and sign-off by matter partner and Head of Risk & Compliance

• Manage the annual periodic review cycle including agreed remediation points to ensure that relevant sign-offs are obtained within agreed timelines

JOB DESCRIPTION

• Manage the maintenance of the database holding all current and past Directorships, Protectorships, Trusteeships, Company Secretarial Services and Administration Services provided by COCSJL

Reporting • Prepare timely reports to COCSJL Board as required • Respond to requests for periodic and urgent reports, e.g. for PI insurance renewal

and ahead of JFSC reviews, inspections or questionnaires • Maintain all control spreadsheets, ensuring accuracy, migrating where appropriate

to Viewpoint • Update Viewpoint and other systems as required • National Risk Assessments - Manage the provision of data sets to satisfy the COCSJL

NRA submissions in Jersey and support the Risk & Compliance Manager with the provision of the remaining NRA datasets and submissions

Other duties • Identify, develop, implement and maintain end-to-end procedures for all

formation/ company administration processes, in accordance with legislative and regulatory requirements

• Other projects to develop and improve procedures as required, including the testing, adoption and integration of new systems

• Subject Matter Expert for Viewpoint and any other associated systems, ensuring positive contribution to working party groups, driving group policy and procedure

• Manage ongoing relationships with third parties, for instance the JFSC Registry, banks and corporate service providers

• Ad hoc duties and tasks as required

Experience • Law firm experience is desirable. Some experience of incorporating Jersey companies, foundations and limited partnerships would be helpful.

• A minimum of five to ten years trust and company administration experience, with a solid understanding of offshore corporate structures, processes and the regulatory space

• Professional qualifications

• Essential – This is a Category C appointment under the Codes of Practice for Trust Company Business of the JFSC, and as such the post holder will hold a Table 5 Qualification such as the Foundation degree in Finance or the Certificate in Offshore Administration.

• Desired – It would be desirable for the post holder to be working towards or holds a Table 4 qualification such as Fellow of ICSA, or Diploma of STEP.

• Personal characteristics

• Able to work under pressure with minimal supervision and to tight deadlines • Ability to organise and manage own workload and anticipate problems and next

steps • High level of accuracy and attention to detail • Flexible and "can do" attitude • Good analytical skills • Excellent communication skills • Able to manage key stakeholders

JOB DESCRIPTION

• Self-motivated with the ability to work well under pressure and focussed on exceeding targets and goals

• Able to manage team members and to develop their knowledge and expertise •

Conditions of work • 37.5 hours per week with 60 minutes per day for lunch – standard working hours are 08.30am – 17.00pm

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)

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

Senior Administrator, Business Management (Guernsey/ Jersey/ South Africa) St Helier, Jersey

Description

Company Description

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

Key Accountabilities:

• Support the team in keeping all managed entities are kept in good standing, in accordance with each jurisdictional deadline and overseeing completion of all regulatory and filing obligations for corporate entities managed by Highvern.

• Proactive company secretarial support, including setting up meetings, collating board packs, working with stakeholders on deliverables and monitoring board actions.

• Provision of administrative support to Senior Manager in relation to the internal forums / committees, including Group ORF, Group CRF as well as local CRF, NBF and IGF where required.

• Maintain data for inhouse entities, ensuring excellence of data quality on all relevant databases (complete, accurate and up-to-date).

• Assist with the maintenance of the Highvern Group Policy & Process Framework, including using updating MetaCompliance.

• Maintenance of central storage place for key inhouse statutory documentation, ensuring that these are kept up to date.

• Support with the maintenance of Highvern Group contracts register.

• Proactively review the Approved Document Library to ensure that documents are kept up to date and accurate.

• Ad-hoc support to Business Management functions as required.

• Constructive collaboration and communication with the Business Management team, supporting with bi-annual business management feedback survey.

Requirements:

• Maintaining confidentiality in relation to sensitive matters

• Follow relevant operating procedures

• Ability to work flexibly to accommodate changing priorities and deadlines

• Support the Group Secretariat & Governance team

• Familiarisation with and strict compliance with all internal & external rules / regulations

• Professional representation of Highvern Group externally at all times

• Ongoing compliance with all relevant regulatory/legal requirements

• Maintenance of CPD and up to date technical awareness

• Ability to work sensitively across different jurisdictional cultures

• Minimum of 1 year trust and company, company secretarial or legal experience

• Strong organisational skills

• Good interpersonal and communication skills

• Good working knowledge of MS Office apps

• Strong grammar and written skills

• Attention to detail

• Collaborative team player

• A Levels / BTEC Equivalent

• Studying towards relevant professional qualification (Corporate Governance Institute, Society of Trust and Estate Practitioners)

Trust Officer Published: 27 March 2023

Job title Trust Officer

Department Private Wealth

Employment type Permanent

Employment status Entitled / Entitled to work

Reporting To Senior Manager – Private Wealth

Role Summary This role will be responsible for the effective and efficient administration of a portfolio of

more complex structures, dealing with clients & intermediaries on a daily basis, reporting

to the team manager to pro-actively develop and build solutions to meet client needs and

grow long term relationships.

Key Responsibilities • To ensure that the client is delivered the best possible service by the Wealth

Structuring Group within the reasonable limitations of the agreed policies and

procedures.

• To be a constructive part of the Wealth Structuring Team.

• To provide excellent service through building and maintaining long term

relationships.

• To optimise client potential and deliver a consistent, seamless client experience.

• To provide advice to clients ensuring the clients needs are met.

• To demonstrate and promote VG's core values as detailed below.

• Update, scan, file and archive records as necessary to comply with VG’s record

retention policies

• Respond to internal communications concerning matters affecting the operation

of any aspect of VG’s business in a timely manner

• Contribute towards the successful delivery of remediation and other projects

approved by the SEG, be that by way of constructive feedback, membership of

working parties, research and delivery of information not readily available from

VG’s systems and/or the performance of data input or other administrative tasks

Where responsible for the administration of a client entity establish, maintain and fulfil

actions recommended by diary entries for tax filings and advice updates, asset

performance reviews, agents, attorneys or delegated functionary performance reviews,

quarterly client calls, financial account production deadlines, fee settlement discussions

or chasers, quarterly nominal ledger requests for externally bookkept entities, CDD

review and updates, breach/complaint/error remediation, client money reviews fee

reviews and increases and any other future actions required by VG procedures or

necessary for the efficient administration of client entities.

Our Core Values: VG's Core Values are the corner stone of our business, they have helped us to grow and

develop our business as well as giving us goals to which to aspire. These core values are

qualities that define the way by which we work. By having our values clearly defined, we

aim to continue to be successful whilst retaining the company's culture and talent.

Excellence: Constantly looking for ways to do things better, faster or more efficiently.

Integrity: Listening to, understanding and taking into account the needs of others.

Caring: Doing the right thing for clients, staff and shareholders.

Responsibility: Working seamlessly together to achieve more than we could do alone.

Partnership: Accepting the part we have to play in making VG a successful business for

all its stakeholders.

Positivity: Taking opportunities or tackling problems with conviction and with a smile

Business Development: To be an enthusiastic part of the Wealth Structuring Team by identifying and maximising

opportunities.

Risk: You will make known to the Managing Director and the Director in charge of the Wealth

Structuring Group all matters involving, litigation, potential litigation, claims, potential

claims, complaints and potential complaints against the company and matters which under

regulations need reference to our approval from directors i.e. fraud, drug trafficking; matters

for which no formal guidelines are laid down and matters which fall under the general

description "policy matters".

You will manage designated companies and trusts in accordance with the agreed procedures and in the spirit of risk mitigation and to be open and transparent when matters arise which give concerns. You will keep abreast of regulatory and control issues affecting VG.

Data Integrity: Ensure integrity of data is maintained at all times.

Self Development: Maintain minimum number of CPD hours and with the Manager and Senior Manager of the

Wealth Structuring Group prepare a Personal Development Plan ("PDP").

Regulatory: To keep up to date with regulatory and control issues affecting VG

Compliance: Maintain an awareness and comply with all Anti Money Laundering laws, regulations,

policies and procedures relevant to VG

Comply with all policies and procedures relevant to the job.

Core Competencies: Knowledge:

• Specialist Skill - Acquires and develops the specialist and technical knowledge

and skill to perform the role on an ongoing basis within the changing environment

of the Finance Industry.

• Business Knowledge and Contribution - Understands the broader business

environment in which they work.

• Risk Management - Identifies and manages risk within their area/s and highlight

these to the Manager/Senior Manager in the Wealth Structuring Group.

• Project Management - Monitors work plans for themselves to ensure that work is

completed in a controlled and efficient manner.

• Knowledge Management - Uses, develops and assists the Wealth Structuring

Group to implement systems and processes which enables themselves and their

colleagues to capture and distribute up to date, accurate and readily accessible

knowledge and information.

Interpersonal:

• Delivering Results - Effectively manages one's time and resources to ensure that

objectives are achieved efficiently and on time.

• Serving our Clients - Provides clients with the products, services and solutions to

suit their changing needs ensuring that they are based on sound business

principles.

• Communication - Effectively applies verbal, non-verbal and written

communication methods.

• Teamwork - Understands team dynamics and uses a flexible interpersonal style

to contribute to the effective functioning of the team and to the completion of team

goals.

• Building Relationships - Develops and maintains on going working relationships,

networks and partnerships to help achieve business goals through others.

Personal:

• Being Proactive - Strives to say ahead by anticipating rather than reacting;

ensuring that their actions are always carefully considered.

• Resilience - Has confidence in their ability to achieve ambitious goals and

celebrates success; never allows themselves to become arrogant.

• Problem Solving Style - Identifies, clarifies/defines and works through challenges

towards a defined outcome.

• Personal Accountability - Takes full responsibility for their actions and the impact

that you have on others; self-driven with a desire to continually grow and improve

on their performance.

• Valuing Diversity - Demonstrates dignity of all people. Respects others and what

VG stands for. Recognises that there are corresponding obligations associated

with individual rights.

Professional Qualifications and Minimum Relevant Experience:

• Ability work under own initiative.

• Ability to communicate effectively with clients and colleagues.

• Able to work under pressure and to tight deadlines.

• Relevant professional qualification e.g. ICSA, ACA, ACIB, STEP or hold a legal

qualification.

• Extensive experience of Institutional clients.

• Sound knowledge of regulatory framework.

• Understanding of applicable trust and company regulations and establishment

procedures.

• Strong organisational and time management skills.

• In association with the Manager/Senior Manager of the Wealth Structuring

Department have the ability to interpret client needs and identify appropriate

sources of information or experience to formulate structures to meet client

requirements.

• 4 years’ minimum experience of Finance Industry Business (Essential).

Reporting Relationships:

Position in department: The job holder will report to the Manager - Wealth Structuring

Group from whom guidance and assistance should be sought at all times.

Relationship with other departments: You will have dealings with other departments

within the company and will in those dealings represent the Wealth Structuring

Group. Therefore a professional and helpful approach should be adopted at all times.

Relationships with external contacts: External auditors re statutory audits and/or any party as a key business introducer.

Confidentiality: All and any information concerning the practice, business dealings and affairs of VG and

Voisin (together or separately, the "Company") and each and every one of its clients, which

may come to an Employees knowledge by reason of employment and this includes

information as to the identity and affairs of clients must remain confidential and is not to be

discussed outside of the office.

Any breach of this term during the course of employment will be regarded as a fundamental

breach and may lead to instant dismissal and the Company reserves the right to take

whatever legal action it may deem appropriate.

Other Matters: During the employees employment with VG, the employee may be required to complete ad

hoc tasks as and when necessary.

The post holder will be expected to undertake study and will be required to obtain the

relevant professional qualifications to further their professional development.

The non-contractual benefits stated within the above and any offer or contract of employment are subject to change from time to time and at the discretion of VG. For details of the legal and regulatory status of VG, please visit www.vg.je.

Sign Date