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

Assistant Trust Manager

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

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

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

Be heard. Be part of the Praxis Group.

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

Job Summary

To manage a portfolio of private wealth relationships and day to day service delivery expectations and to provide assistance to the Trust Manager in the efficient management of a section. Typically, this will entail providing technical and managerial support to more junior staff.

From time to time to undertake specific additional tasks as advised. Work with the rest of the Fiduciary management team to improve profitability, limit both Praxis’ and clients’ exposure to risk and provide a quality service to clients.

Job Accountabilities

Client Relationship Management

· Have a detailed understanding of the principles and practices of offshore structures.

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

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

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

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

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

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

· Assist the junior members of the team with complex aspects of client relationship management, making decisions as appropriate including referring matters to the Trust Manager or other Senior Management.

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

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

Business Development

· Attend meetings with existing and prospective clients and intermediaries.

· Develop the existing client base by understanding client needs through effective listening and questioning. Seek out new business opportunities by developing good working relations with professional intermediaries.

· Have a general awareness of financial and economic developments globally.

· Identify areas of cross selling across the Group.

Risk Management

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

· Report complaints, operational risks, suspicions etc in accordance with local legislation and the Praxis procedures.

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

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

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

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

Corporate Governance

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

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

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

Financial Management

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

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

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

People Management

· As required, assist with the training and development of team members within each reporting section.

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

Personal Development

· Attend seminars and workshops, keep up to date with industry publications, legal updates and advisory briefs and follow developments in wealth management to enhance professional and technical knowledge.

· Identify areas of personal development.

· Maintain evidence of continuing professional development.

Skills and Knowledge

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

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

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

· A proven track record in client relationship management.

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

· Excellent time management and organisation skills.

· Good understanding of financial markets and finances in general.

· Excellent communication skills.

· Ability to assist with the training and development of staff.

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

Additional Information

Praxis is an independent group of companies providing a wide range of bespoke professional services to private individuals, families, and international corporate clients. We celebrated our 50th

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

anniversary in 2022, and employ around 400 people across 15 jurisdictions, with over 90 of our team based in Jersey.

In addition, all our team members are expected to be committed to our core values:

> We trust

> We listen

> We inspire

> We succeed together

Trust Administrator Published: 22 October 2025

Job title Trust Administrator

Department Private Wealth

Employment type Permanent

Employment status Entitled / Entitled to Work

Reporting To Manager

Role Summary You will work as part of a welcoming and supportive team who are responsible for administering a varied portfolio of clients. You will be responsible for the effective and efficient administration of a portfolio of structures of varying complexity, dealing with clients and intermediaries daily.

Key Performance Indictators (“KPIs”)

We expect, at this job level, with the support and guidance of your management team, you will deliver the following: -

Daily input of timesheet. Meet utilisation target allocated (currently 85%). Be responsible for the management of your WIP, ensuring that write offs are kept to a minimum. Will hold or be studying towards a Table 5 Qualification.

Key Result Areas  Provide excellent levels of client service in line with VG’s standards, procedures and guidelines.

 Maintain and update client documentation accurately.  Take responsibility for your own personal development, in line with agreed annual

performance objectives.  Be a role model and ambassador for VG.

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  Responsibility for the administration of a portfolio of trust and company structures.  Maintaining the highest standards of administration including the periodic production of

reports/analyses to third parties.  Drafting/preparing documents i.e. minutes/resolutions as appropriate.  Liaising with clients, intermediaries and other professional advisers.  Attending client meetings with client directors and managers.  Providing excellent service through building and maintaining long term relationships.  Optimising client potential and deliver a consistent, seamless client experience.  Maintaining client confidentiality.  Such other duties as the management may at times reasonably require.

Financial  Daily completion of timesheet with accurate narratives.  Achieve financial target as determined by management (currently 85% of utilisation

target).  Prepare payment instructions including for online banking systems, with supporting

documentation.  Be responsible for your WIP, ensuring that write offs are kept to a minimum.  Understand the different requirements/process for payments, including for high-risk

clients.  Monitor for receipt of funds and providing confirmation when received.  Be responsible for the billing process for your client portfolio.  Send out invoices to clients and settle invoices. General Administration  General administration duties will include a range of tasks that are essential for the

efficient running of our business. Compliance and Risk Management  Request and maintain up to date CDD documentation for your client portfolio.  Understand what is appropriate and acceptable in relation to CDD and risk and

escalate concerns to your Manager.

Requirements: Qualifications  Will hold or be studying towards a Table 4 Qualification.  Sound working knowledge of the regulatory framework. Knowledge and Experience  Proven experience, ideally in trust and company administration, financial services or

legal services environment.  A good working knowledge of Microsoft Office. Skills and Qualities  Good communication skills with excellent written and verbal English.  Drive and desire to learn and develop.  Highly accurate with good attention to detail.  Be able to use your initiative when handling tasks and be committed and driven to

achieving excellence for yourself and your clients.  Good time management and organisation skills with the ability to prioritise workloads.  A proactive and flexible team player.

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

Senior Trust Officer Published: 22 October 2025

Job title Senior Trust Officer

Department Private Wealth

Employment type Permanent

Employment status Entitled / Entitled to Work

Reporting To Manager

Role Summary You will work as part of a welcoming and supportive team who are responsible for administering a varied portfolio of clients. You will be responsible for the effective and efficient administration of a portfolio of structures of varying complexity, dealing with clients and intermediaries. You will work with the team manager to pro-actively develop and build solutions to meet client needs and grow long term relationships.

Key Performance Indictators (“KPIs”)

We expect, at this job level, with the support and guidance of your management team, you will deliver the following: -

Daily input of timesheet. Meet utilisation target allocated (currently 82%). Be responsible for the management of your WIP and ensuring that write offs are kept to a minimum. Will hold or be in the final stages of studying towards a Table 5 qualification. To provide clear and concise guidance to more junior employees within the business to assist with their growth and development.

Key Result Areas  Provide excellent levels of client service in line with VG’s standards, procedures and guidelines.

 Maintain and update client documentation accurately.  Take responsibility for your own personal development, in line with agreed annual

performance objectives.  Be a role model and ambassador for VG.

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  Responsibility for the administration of a portfolio of more complex trust and company

structures.  Maintaining the highest standards of administration including the periodic production of

reports/analyses to third parties.  Drafting/preparing documents i.e. minutes/resolutions as appropriate.  Liaising with clients, intermediaries and other professional advisers.  Attending client meetings with client directors and managers.

 Providing excellent service through building and maintaining long term relationships.  Optimising client potential and deliver a consistent, seamless client experience.  Maintaining client confidentiality.  Such other duties as the management may at times reasonably require.  Providing clear and concise guidance to more junior employees within the business to

assist with their growth and development. Financial  Daily completion of timesheet with accurate narratives.  Achieve financial target as determined by management (Currently 82% of utilisation

target).  Be responsible for the management of your WIP and ensuring that write offs are kept

to a minimum.  Understand the different requirements/process for payments, including for high-risk

clients.  Monitor for receipt of funds and providing confirmation when received.  Be responsible for the billing process for your client portfolio. General Administration  General administration duties which will include a range of tasks that are essential for

the efficient running of our business.  Support the management team with any project work allocated. Compliance and Risk Management  Request and maintain up to date CDD documentation for your client portfolio.  Understand what is appropriate and acceptable in relation to CDD and risk and

escalate concerns to your Manager.

Requirements: Qualifications  Will hold or be studying towards a Table 5 qualification.

Knowledge and Experience  Proven experience, ideally in trust and company administration, financial services or

legal services environment.  Sound working knowledge of the regulatory framework  A good working knowledge of Microsoft Office. Skills and Qualities  Good communication skills with excellent written and verbal English.  Drive and desire to learn and develop.  Highly accurate with good attention to detail.  Be able to use your initiative when handling tasks and be committed and driven to

achieving excellence for yourself and your clients.  Good time management and organisation skills with the ability to prioritise workloads.  A proactive and flexible team player.  Strives to stay ahead by anticipating rather than reacting to clients needs; ensuring that

their actions are always carefully considered.

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

Associate Director Published: 22 October 2025

Job title Associate Director

Department Private Wealth

Employment type Permanent

Employment status Entitled / Entitled to Work

Reporting To Director

Role Summary You will work as part of a welcoming and supportive team who are responsible for administering a varied portfolio of clients. Your role will be to be responsible for the effective and efficient administration of a portfolio of structures of varying complexity, dealing with clients and intermediaries. You will work with the team director to pro-actively develop and build solutions to meet client needs and grow long term relationships.

You will direct the work and development of the team within the Private Wealth Group.

In addition to this, you will have responsibility for the oversight of the team with a minimum of two managers reporting directly to you. You will also provide cover for your team management group whilst they are absent from the office.

Key Performance Indicators (“KPIs”)

We expect, at this job level, with support and guidance from your directors, you will deliver the following: -

Daily input of timesheet Meet utilisation target allocated (currently 57% utilisation) Be responsible for a minimum of 2 managers with team oversight. Be responsible for providing cover for your manager whilst they are absent from the office. Overall responsibility for the appraisals within the team. Be responsible for generating £75,000 ARR per annum in new business, final details of which will be determined by your Director. Undertake 30 business development days per year, final details of which will be determined by your Director. Be responsible for the management of your WIP and ensuring that write offs are kept to a minimum. Hold a Table 4 qualification. Monitoring and authorising daily input of time on timesheets for your team. To provide clear and concise guidance to more junior employees within the business to assist with their growth and development. Be an “A” authorised signatory.

Key Result Areas  Provide excellent levels of client service in line with VG’s standards, procedures and guidelines.

 Maintain and update client documentation accurately.  Take responsibility for your own personal development, in line with agreed annual

performance objectives.  Be a role model and ambassador for VG.

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 within the Team  Provide technical and managerial support to your team mentoring them in their roles

and ensuring that the team functions cohesively and in a client centric way.  Encourage staff to develop long term relationships with their clients.  Working with your Director, using financial and investment awareness to assist in

developing the most appropriate strategies to meet the needs of clients.  Anticipate technical problems when dealing with client issues, ensuring that you think

laterally and creatively to find solutions and, where necessary, ensure that you seek expert advice.

 Identify and communicate improvements that enhance service to clients and/or profitability to VG.

 Cultivate professional relationships with professional intermediaries, advisers and service providers to enable the possibility of further referrals of business.

Managing your Team  They carry out their duties (as described in their job description) in an efficient and

effective manner i.e. reviewing team’s work on a regular basis.  The work produced by your team is of the highest standards.  The team maintain regular contact with their clients and occasional visits.  The team receive such advice and assistance as may be necessary for them to carry

out their duties effectively.  Good order and discipline are maintained within your team.  Ensuring that your team attend relevant training to assist with their professional

development.  Undertaking team appraisals and setting of objectives.  Monitor the general department co-ordination and allocation of client work to deal

with major client tasks arising from time to time.  Provide regular feedback to your team regarding their performance.  When a new team member joins you must ensure that a portfolio of clients is assigned

pre-joining, updated on FB and ensure that there is sufficient handover/guidance notes provided.

 Ensure that there are clear lines of two-way communication between yourself, Directors and your team.

 The workflow in the team, identifying (where appropriate) the need to recruit new staff.  There will be occasions when you will need to deal with certain client facing issues, in

particular, issues relating to proposed new business opportunities. In such instances you should ensure that whenever possible you involve the relevant Managers or Assistant Managers in any client meetings or discussions and that you delegate work to those involved.

 Ensuring that the team is adequately staffed and that all members of staff in the team are sufficiently trained to ensure that they are able to undertake their duties to a high standard.

 Training needs for all staff in both teams, making sure that Managers and Assistant Managers are identifying training needs and ensuring that those needs are fulfilled

 Opportunities for the staff to develop further their careers within the Company, either within their existing team or in other Groups.

Financial  Daily completion of timesheets with accurate narratives.  Monitoring and authorising daily input of time on timesheets for your team.  Achieve financial target as determined by management. (Currently 57% of utilisation

target).  Be responsible for the management of your WIP and that of your team members. You

must ensure that write offs are kept to a minimum.  In conjunction with your Director, you will work collectively with your team to ensure

that budget responsibilities are met.  Understand the different requirements/process for payments for high-risk clients.  Support the team with the billing process. General Administration  General administration duties will include a range of tasks that are essential for the

efficient running of the business.  Support the management team with any project work allocated. Compliance and Risk Management  Ensure that your team request and maintain up to date CDD documentation for their

client portfolios.  Understand what is appropriate and acceptable in relation to CDD and risk and

escalate concerns to your Director. Training

 Staff training is an important function, and you will be expected to assist on a regular basis with organising internal training courses for staff. You will also be expected to attend regular training courses, in order to improve your knowledge and skills.

Requirements: Qualifications  You will hold a Table 4 qualification. Knowledge and Experience  Proven experience, ideally in trust and company administration, financial services or

legal services environment.  Sound working knowledge of the regulatory framework  A good working knowledge of Microsoft Office. Skills and Qualities  Good communication skills with excellent written and verbal English.  Drive and desire to learn and develop.  Highly accurate with good attention to detail.  Be able to use your initiative when handling tasks and be committed and driven to

achieving excellence for yourself and your clients.  Good time management and organisation skills with the ability to prioritise workloads.  A proactive and flexible team player.  Strives to say ahead by anticipating rather than reacting; ensuring that their actions are

always carefully considered.

Business Development: With final sign off from your director, you will be an integral part of delivering the teams overall targets. These may constitute the following but will be finalised by the team director:-  Responsible for generating £75,000 ARR per annum in new business.  You will be an enthusiastic part of the Private Wealth Team by identifying and

maximising opportunities.  Undertake 30 business development days per year through a combination of activities.  Travel to meet existing and prospective clients and intermediaries, seek to develop

new business opportunities and nurture long term business relations with intermediaries who introduce new business.

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

 Seek ways to increase the client base and revenue within the parameters of best practice and regulatory compliance.

 The allocation of new and existing business, ensuring that new business taken on is allocated amongst the staff in such a way as ensures that it is dealt with efficiently

 Identifying and pursuing new business opportunities relating to private wealth management structures, private wealth client structures and other areas of work that are of interest to.

 Working with each Manager and Assistant Managers to respond to and develop new business enquiries.

 Review all new business take-on documentation and non-standard fee proposals before submission for approval by a Director(s) of VG Services Limited, or internal policies and procedures if different.

Director & Signatory: 1. Director of client companies: you will, from time to time, be asked to act as a director

of client companies managed by VG. Any such appointment and your duties in respect of such appointment will, naturally, at all times fall within the perimeter set out in VG’s Staff Procedures Handbook.

2. Authorised signatory: you will, following an initial probationary period, be appointed as an “A” authorised signatory of VG and as such permitted to sign cheques and other instructions to draw monies from bank accounts of our clients, provided that such instructions are countersigned by another “A” signatory or by a “B” signatory. You will be permitted to sign letters to clients and to their professional advisers one behalf of VG, signing yourself as an associate director. You may also sign letters on the notepaper of client companies, where VG is signing as Secretary. You may sign statutory forms (e.g.: exempt company claim forms, etc) on behalf of VG, where VG is signing such forms as Secretary of a Company.

3. Training: staff training is an important function, and you will be expected to assist on a regular basis with organising internal training courses for staff. You will also be expected to attend regular training courses, to improve your knowledge and skills.

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

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, Client Services (Corporate)

Ready for a new challenge? We've got an exciting opportunity for a talented, experienced Senior

Administrator to join our ambitious and busy Governance Services team.

Reporting to the Client Services Manager, you'll be responsible for providing high quality

administration for a portfolio of corporate and fiduciary clients with particular emphasis on the

client service aspects of the business, delivering excellent client services levels at all times. You'll

be involved in the full life cycle of our clients, including the client take-on process and all aspects

of the ongoing administration of the client.

In return, we can offer you focused mentoring and professional development support to ensure

you continue to grow as the business grows and achieve your full potential.

If you've solid administration experience in corporate, trust and fiduciary services, and would

like to join our friendly and professional team, we'd really like to hear from you.

About the role

• Manage and be wholly responsible 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

• Ensure that you have an understanding of the transactions you are working on,

providing technical support and training to other employees as and when required

• Ensure client expectations are properly managed and valuable relationships are

nurtured

• 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

• Appropriately delegate work and utilise the resources within the team to ensure client

services are maintained at the expected standards

• Other ad-hod duties as requested

About you – essential requirements

This role requires:

• Proven corporate administration experience

• You'll hold or be studying towards a relevant professional qualification (such as STEP or

CGI)

• Good working knowledge of Microsoft desktop software

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 of specialist software e.g. Document Management Systems and Viewpoint

would be an advantage

• Having good communication and interpersonal skills

• Being 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

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

Trust Officer

Who we are

Affinity is an independent private client, trust and fiduciary business, headquartered in Jersey, Channel Islands, with a new office in Dubai. We work closely with families and individuals,providing long-term structuring solutions to help preserve and enhance their assets for themselves and across generations.

Privately owned, our interests are wholly aligned with our clients, and our ethics and values are at the core of everything we do. We were the first UN Global Compact participant in Jersey,consistent with Affinity’s commitment to being a responsible business.

Our primary focus is service excellence,delivered by qualified, entrepreneurial, Directors and Trustees, to ensure long-term relationships across generations.

Job summary

We are looking for a Trust Officer to join our team. You will work alongside supportive peers, managers and Directors,and you will also build strong relationships with our clients and their advisers.

The role suits someone who brings care and attention to their work, enjoys solving problems and juggles changing priorities. We value a positive attitude, an enquiring mind and a sense of humour. Above all, we are looking for someone who enjoys working collaboratively.

Whether you are an experienced or developing Trust Officer, we would be delighted to hear from you. We welcome you whether you are continuing your professional journey or returning to work after a career break. Responsibilities and complexity of work will be adapted to your level of experience.

Responsibilities

• Delivering thoughtful, diligent administration of a portfolio of high net worth clients, ensuring a personalised service

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

• Developing a deep understanding of your client structures, background and objectives

• Supporting the relevant manager or director with onboarding new clients

• Meeting clients and their advisers with a senior colleague

• Acting as a proactive team player and supporting smooth day to day administration

• Ensuring all activities reflect and respect our ethical charter and regulatory responsibilities

• Preparing minutes, processing payments, monitoring KPIs and maintaining accurate records

• Assisting with reviews, financial statements, action points, billing and fee follow up

• Identifying and escalating issues or risks promptly

• Contributing to process improvements and helping refine the way we work

• Sharing knowledge and supporting the development of junior colleagues where appropriate

Qualifications and Skills

Essential

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

• 3 to 5 relevant experience, specifically a strong track record in the Trust Sector / Private Client administration.

• A strong understanding of Jersey trust and company legislation, regulation and industry practice

• Experience managing a varied portfolio, with growing exposure to more complex structures

• Strong written and verbal communication skills

• Good organisation, accuracy and time management

• Ability to work independently, take ownership and exercise sound judgement

• Collaborative approach and a willingness to support colleagues

• Working towards or obtained the STEP Diploma in Offshore Trust Management and/or CGI Diploma/professional in Offshore Finance and Administration

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

Desirable

• Experience preparing accurate trust and company minutes

• An understanding of UK tax matters relevant to offshore trusts and companies

• Familiarity with systems such as Quantios (NAV) and Microsoft Office

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 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.