Junior Professional Officer/ Private Clients

About Dominion

Dominion is a specialist global provider of outsourced corporate, fund and private client

administration, reporting and fiduciary services. Dominion has grown to become one of

the leading providers of innovative and compliant solutions in Private Wealth, Pensions

and Trust & Corporate services from within Europe, the United States of America and

the United Kingdom. Dominion serves a sophisticated global client base throughout the

United Kingdom, the United States of America and Europe from their offices in Geneva,

US, Jersey, London, Singapore and Malta. Clients range from individual private clients to

large multinational corporations.

With over 100 staff across their offices with the principals being qualified Accountants,

Lawyers and Investment or Tax specialists, Dominion delivers through its people. The

depth of technical expertise is unparalleled within the industry and enables them to

develop propriety structures specifically designed for the client’s individual

circumstances.

For more information about Dominion please visit

www.dominiondomore.com

Junior Professional Officer

Role Summary

To carry out a range of client administration activities under the supervision of a Client Officer / Senior Client Officer.

Key Responsibilities

➢ Assist Client Officers / Senior Client Officers with the management of their case

loads;

➢ Assist administrators with routine client enquiries both over the phone and via

written communication;

➢ Assist administrators in monitoring of WIP and Key Performance Indicators;

➢ Active monitoring and timely completion of activities with the support of Client

Officer/Senior Client Officer;

➢ Assist in the training of/work with less experienced colleagues according to the

knowledge base and acquired skill set;

➢ Develop a knowledge of WIP and KPIs with the assistance of Client Officer/Senior

Client Officer and develop a knowledge of the billing process and assisting

administrators on fee quotes as required;

➢ Support administrators with general administration of their portfolio including

photocopying, scanning and filing;

➢ Undertake post reviews on a rotational basis for classification, scanning and

responsibility for regularly reviewing the outstanding documents report and ensuring

accurate dating of documentation on a timely basis;

➢ Assist administrators with routine bookkeeping ensuring that it is completed in a

timely and accurate manner;

➢ Preparation of draft trustee minutes and documentation in order to assist with the

trustee approval process;

➢ Be proactive in recognising and pursuing opportunities for improving procedures and

controls;

➢ Record time spent on different client matters accurately via Navision;

➢ Ensure database is maintained and updated accordingly;

➢ Collate supporting documentation and the preparation of financial statements on an

annual basis;

➢ To assist administrators with investment based work;

➢ Prepare payments;

➢ Assist Client Officer / Senior Client Officer with client transactions;

➢ Ensure book-keeping is undertaken as per procedures;

➢ Ensure that bank reconciliations are undertaken within 30 days of month end as per

the DPPM.

Key Competencies / Skills / Experience / Behaviours Required

➢ A good academic record with at least 5 GCSE’s grade 5-9 (A-C) or above including

English and Mathematics

➢ Good organisation and time management skills

➢ Good communication skills

➢ Attention to detail

Dominion. Do more.

© Dominion Fiduciary Services Limited 2020. Dominion Fiduciary Services Limited and its affiliates are

regulated by the Jersey Financial Services Commission.

We do more to go the extra mile

Senior/Trust O icer

Administration Responsibilities:

 Attending to client needs in a timely, professional manner and maintaining knowledge and control over assets and activities of trusts administered;

 To take responsibility for the administration of a varied portfolio of trusts, companies, foundations and/or other entities, keeping data maintained up to date and relevant;

 To prepare resolutions and minutes, arranging board meetings and to presenting documents to management/directors for review;

 Incorporation of companies and establishment of trusts and foundations, obtaining fee quotes from lawyers for new structures, as appropriate;

 To deal with third party service providers as required and in a professional manner;

 To diarise and resolve action points raised by periodic reviews on a risk-based approach and timely manner;

 To assist with the completion of other compliance or regulatory matters in a timely manner;

 To raise client bills in accordance with policies and procedures and collect receivables where due;

 To review WIP regularly with line management so that advanced discussions can be held with clients where work falls outside of the scope of fee arrangements and where appropriate, to assist in additional fee invoices being raised where work is out of scope;

 To work with compliance and management to ensure that all working practices are considered when developing and improving policies and procedures, identifying any risk controls improvements required;

 To accurately record time and to achieve a daily target of 80% billable time;

 To maintain a good understanding of local regulations and compliance requirements;

 To assist in the training and development (mentoring) of junior team members;

 Other projects as assigned and other duties that may be deemed appropriate to this role;

 To introduce, develop and enhance relationships with intermediaries to expand corporate network maintaining the good reputation of the business; and

 To assist Management/Directors with new business opportunities.

Competencies:

 Attention to detail;

 Strong time management and organisational skills;

 Excellent interpersonal skills and the ability to communicate e ectively with clients, intermediaries and colleagues at all levels;

 Ability to work using own initiative and make decisions within the guidelines set by corporate policies and procedures;

 Ability to lead and be part of a team of professionals;

 Ability to work under pressure and meet deadlines;

 Awareness of compliance and regulatory obligations within financial services providers; and

 Good knowledge of the principal laws relevant to the Jersey financial services industry and in particular the Companies (Jersey) Law 1991, the Trusts (Jersey) Law 1984 and the Foundations (Jersey) Law 2009. Good familiarity with equivalent laws in other jurisdictions.

Professional Qualifications and Minimum Relevant Experience:

 Level 4 formal qualification or studying towards;

 Minimum of 3 years’ trust and company administration experience at Trust O icer level or 5 years' at Senior level, exhibiting supervisory ability and leadership qualities; and

 Comprehensive understanding and good technical knowledge of TCB administration, legislative, compliance and regulatory requirements as well as an awareness of the tax implications of various structures.

Assistant Manager - Corporate Services Jersey

JOB DESCRIPTION

Assistant Manager Location: Jersey Department: Corporate Services Vacancy type: Permanent The Position

Our award-winning Corporate Services team in Jersey provides a full suite of professional services to a UK and global client base. Our clients are most often large institutions with household names – and typically span for sectors: Private Equity, Private Capital, Global Corporate Mandates (multi-jurisdictional engagement), and the more bespoke arrangements such as joint venture vehicles, strategic TopCos, segregated investment entity etc.

Given our exceptional client base, the team get the opportunity to work on a varied and sometimes complex set of assignments. We operate a global service line which ensures consistent application of good governance and best practice in corporate administration services across multiple jurisdictions and time zones, striving to provide a joined up service delivery and innovative solutions to our clients to best support their business. Underpinning all of this though is our continued focus on building and maintaining strong personal relationships with client contacts to better understand and anticipate their needs. Your Responsibilities People:

 Act as role model and coach team members in their development  Promote effective delegation  Encourage and promote knowledge sharing (learning together)  Demonstrate good motivation, communicative and leadership skills and take care of,

and establish good relationships with all team members  Be a change agent in promoting the benefits of business change programs to your

team, so as to achieve early buy in and active participation Technical:

 Provide technical support to the Corporate Services team administrators – and the wider business as needed

 Be or become conversant in the full suite of products and services offered on team and in the wider business so as to help educate internally, and confidently talk about our capability to external parties

Operations / Financial:  Take responsibility for an assigned portfolio of clients/ cases  Collaborate effectively both with team members and directors  Assist with ad-hoc team projects to ensure delivery within agreed timeframes  Undertake reviews of financial statements and other legal/technical documents  Ensure client records are clearly updated with all correspondence, conduct client

care meetings and maintain good relationships with clients  Produce and/ or review minutes, resolutions and any other administration duties as

required

 Assist the administrators in the co-ordination of the accounts preparation function for all team clients, in liaison with the Accounting Services Team and including liaison with external auditors, where relevant.

 Assist in the management of the financial affairs of the team, including budgeting, monitoring against performance, review of staff time charging and billing

Compliance and Regulatory:  Ensure that all policies and procedures are implemented for your clients  Proactively keep up-to-date awareness of current industry issues e.g. changes in

regulatory and legislation matters and share these in an appropriate format with the wider team

 Ensure all statutory return deadlines are adhered to as required, and assist with keeping client records up to date

Commercial:  Actively contribute to the department's growth  Take responsibility – along with the wider management team – for the corporate

services team achieving budgeted revenue each year and look for ways to increase book of business and assist in the development of a commercial mindset across the teams

 Have the delivery of enhanced client service at the forefront of every action and strive to deepen client relationships

Your profile  Experience in a similar role, in particular operating in a highly regulated financial

services environment  Be able to deal with tasks independently and use own initiative  Strong academic background and hold ICSA/STEP/ACCA  Client centric, adept at quickly building a rapport and trusted relationship with

client contacts  Knowledge of local legislation and good corporate governance practice  Effective communication and interpersonal skills

#LI-EO1

ABOUT US

CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®

Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other.

CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued.

CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers.

We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with

our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging,

CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC.

We encourage candidates to apply directly to our website and not through third-party sources. Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.

WHY WORK WITH CSC?

At CSC®, we’re always looking ahead, finding ways to improve and anticipate the future needs of our customers. Curiosity fuels our innovation and productivity drives our results. This proactive mindset has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 120 years. CSC is committed to attracting, developing, and retaining talented people whose personal values align with ours. We empower our employees to bring the right solutions to market to meet customer demand. That is why we are the premier provider of global solutions for more than 180,000 businesses.

 CSC is a great place to work with smart and dedicated people.  We have been voted a Top Workplace every year since 2006.  We offer challenging work and career opportunities. Most positions are filled with

internal moves and employee referrals.  Employees are eligible for success sharing, bonus, or commission plans based on

role and individual performance.  CSC offers a competitive and comprehensive benefits package as part of your Total

Rewards that includes annual leave, tuition reimbursement, employee referral bonuses, and more.

Senior Administrator - Global Capital Markets

Jersey BE THE FIRST TO APPLY

JOB DESCRIPTION

Senior Administrator, Global Capital Markets Location: Jersey Schedule: Monday to Friday 35 hours per week Hybrid/On-Site Vacancy type: Permanent The Position: As the largest Capital Markets administration team in Jersey, the team consists of two teams of Administrators and an Accounting team. The team is experiencing growth across all sectors of our client book and as such we are recruiting to support this client growth. We are specialists in all things debt capital markets, from standalone note issuance SPVs, to multi programme issuers, including asset backed securities, synthetic securitisation and structured finance across a variety of jurisdictions. We also undertake debt listing services on a number of exchanges (TISE, LSE, Euronext), undertaking the continuing obligations work for all SPVs with listed debt, provide a range of escrow and cash administration services. Each administration team manages their own portfolios consisting of both individual clients and large corporate structures. As a Senior Administrator you will be responsible for the administration of the various clients within your portfolio, which may include client onboarding, establishment of charitable trusts, company incorporation, processing of transactions and all day-to-day corporate secretarial administration through the life cycle of an SPV to its dissolution. You will be expected to support the growth and development of the Administrators and Trainees on the team, delegating work appropriately and providing training as required. Some of the things you will be doing:

 Be responsible for the administration of a portfolio of structures and ensure clients are managed effectively including:

o Preparation of board packs, minutes of meetings & resolutions o Attendance at board meetings o Review and comment on legal documentation o Review of financial statements and liaise with accountants and auditors o Prepare documentation for incorporations & dissolutions to include all

associated onboarding (risk and due diligence) & offboarding requirements

o Preparing payment packs o Ensure client records are updated with all correspondence on a daily

basis o Produce and submit all statutory returns

 Work with your team members to manage your client portfolio, providing guidance using our internal processes

 Pro-actively take on additional responsibilities and administration tasks to support your manager and our clients

 Develop to become an expert in technical matters and share this knowledge with members of your team

 Our orphan SPVs are all owned by charitable or purpose trusts and your role will also include trust administration, including the processing of annual charitable distributions

 Maintain client documents with integrity and confidentiality  Communicate openly with clients  Be responsible and approachable when given tasks by other team members and

delegating your own client work  Suggest new ideas on how to improve the efficiencies of various daily tasks as

you see them  Take care and establish good relationships with all clients, intermediaries,

suppliers and colleagues  Drive personal development using all resources available at CSC  Accurately record all time spent dealing with client matters to ensure the clients

are correctly invoiced What technical skills, experience, and qualifications do you need:

 Be able to deal with tasks independently & use own initiative  Must be committed and driven to achieving excellence for themselves and their

clients  Confident communicator with both clients and colleagues  Strong academic background and hold or be studying towards an appropriate

professional qualification  Be proactive and forward thinking  Studying towards professional qualification i.e. ICSA/ STEP

#LI-EO1

ABOUT US

CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®

Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other.

CSC is committed to creating a feeling of belonging through a diverse and growth- oriented environment where everyone is valued.

CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers.

We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging,

CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC.

We encourage candidates to apply directly to our website and not through third-party sources. Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.

WHY WORK WITH CSC?

At CSC®, we’re always looking ahead, finding ways to improve and anticipate the future needs of our customers. Curiosity fuels our innovation and productivity drives our results. This proactive mindset has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 120 years. CSC is committed to attracting, developing, and retaining talented people whose personal values align with ours. We empower our employees to bring the right solutions to market to meet customer demand. That is why we are the premier provider of global solutions for more than 180,000 businesses.

 CSC is a great place to work with smart and dedicated people.  We have been voted a Top Workplace every year since 2006.  We offer challenging work and career opportunities. Most positions are filled with internal

moves and employee referrals.  Employees are eligible for success sharing, bonus, or commission plans based on role

and individual performance.  CSC offers a competitive and comprehensive benefits package as part of your Total

Rewards that includes annual leave, tuition reimbursement, employee referral bonuses, and more.