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

Trainee Trust Administrator Job description

Job Purpose:

To assist with the administration of a portfolio of private client trusts and companies under the supervision of the Manager.

Principle Accountabilities:

• Always strive for excellent client service and delivery

• Preparing payment packs and making payments

• Bookkeeping under the supervision of a Senior Administrator/Assistant Manager

• Assistance with the preparation of trust and company accounts under the supervision of a Senior Administrator/Assistant Manager

• Scanning and collation of documents required for new investments and accounts

• Communicating with intermediaries by email, letter and telephone

• Assistance with the preparation of reporting to clients

• To ensure that timesheets are completed on a daily basis

• To achieve chargeability, WIP, recoverability and debtor targets within deadlines set

• To apply internal risk management procedures

• To know the main contacts and build good relationships with clients and other service providers

• To know the needs and schedule of the client in order to anticipate some requests

• Any other reasonable duties that may be assigned

Skills, knowledge & Attributes:

• Good interpersonal, written and verbal communication skills, with the ability to communicate at all levels

• Well organised - with accuracy and timely completion of work

• Good administrative skills are required

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 numeracy skills are essential

• Ability to adapt to a variety of work on a number of clients

• Flexible, with the ability to work to time pressures and react calmly to changing demands

• Good working knowledge of Microsoft Office packages, particularly Word and Excel

• To be brave enough to ask questions and raise issues appropriately

• To look for information and for (external) procedures related to applicable legislation

• To show interest in the structure in place and try to understand it

• To show interest in the transactions and operations carried out and try to understand them

• To be aware of the limits of his/her decision-making entitlement and not to take risks in this regard

• Team player

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

Assistant Trust Manager – Senior Trust Manager Company Description

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

Position

Key Accountabilities:

• Work closely with Client Directors on proactive entity management and maintenance from the late on-boarding stage through full structure life cycle, ensuring highest standards of service delivery

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

• Delivery of all client work and client contact in line with Highvern’s vision and values and expected service standards, ensuring KPIs are up to date at all times

• Excellence of communication with clients and 3 parties whether verbal or written; demonstrating technical awareness and cultural affinity as appropriate

• Support highly effective fiduciary decision making incl thorough preparation of comprehensive and considered case input for discussion at Client Risk Forum, Investment Governance Forum and others as necessary

• Highly effective liaison with 3rd party service providers in execution of client needs and to build those relationships in support of future referrals

• Up to date and accurate time recording helping to meet utilisation and profitability targets; demonstrating appropriate commerciality in all dealings

• Undertaking appropriate reviews and workflows, addressing issues identified in a timely manner and sharing learnings with Client Directors and wider team

• Seeing risk review actions through to satisfactory resolution, and ensuring all regulatory filings are carried out accurately, and on time

• Skilled mentoring and knowledge share with more junior Client Management and Administration colleagues; role modelling appropriate group behaviours

Requirements

• Ability to act independently but knowing when to escalate & seek guidance • Positive collaboration with all Private Wealth colleagues & wider stakeholders • Director of client entities/affiliate members where required

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

• Ongoing compliance with all internal policies and procedures • Ongoing compliance with all relevant regulatory/legal requirements • Spotting cross-sell opportunities and liaison with Client Directors accordingly • Sharing of own client/structure knowledge with nominated alternates • Awareness and ability to act as fully effective nominated alternate for others • Maintenance of technical awareness and market developments • Effective contribution to group projects as necessary • Authorised client signatory in line with approved limits • Maintenance of CPD and up to date technical awareness • Occasional business travel subject to workload status.

Other information

• 5 - 10 yrs experience serving HNW international families • Good understanding of the issues facing HNW families and their structures • Proven ability in managing complex international fiduciary structures • Proven ability in working with related industry professionals • Full understanding of local trust & co. legislation and regulatory requirements • Good understanding of investments, property and other asset classes • Full awareness of Highvern policies and procedures • Highly effective and adaptive interpersonal skills • Collaborative team player • Strong awareness of KYC, AML, CFT and GDPR requirements • Good knowledge of and experience of working with NavOne • Good knowledge of doc. management principles and core MS Office apps

Preferred Minimum Qualification:

• STEP • ICSA • Accountancy • Legal

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

Client File Reviewer Summary and Overview

• Can be on a full time or part time basis

• Contract or permanent opportunity

• Assistant Manager or Manager level

• Jersey

• Competitive Salary & Benefits

Your New Role

This list of duties is not exhaustive and may change from time to time according to business needs:

● Preparation of periodic financial crime, fiduciary and operational reviews on the client base ensuring completeness of AML/CFT and administrative procedures and records

● Adherence to deadlines for completion

● Customer Due Diligence reviews to ensure adherence to regulatory requirements

● Identification of compliance and/or risk issues and recommendation of remediation required, with escalation where required to the MD, or Head of Compliance as appropriate.

● Negative media screening

● Ensuring activity remains in line with the client profile

● Identification of updates required to Navision

● Professional communication of findings to the Client Administrator

● Assistance with remediation steps as identified

● Ensure compliance with company standards, policies and procedures

What will you need to succeed in this role?

As to be expected, we are searching for someone who can bring a range of skills and experiences to enhance the team. As such, there are a few essential skills we are looking for:

●Knowledge of the local AML/CFT regulations and trustee/director responsibilities

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

●Understanding of the regulatory environment will be required to effectively discharge duties with minimal reference toother members of the risk team

●Maintain good business practices and excellent interpersonal skills with colleagues

●Be achievement-focused whilst maintaining brand and business values

Personal attributes you will have:

● Diligent with a methodical approach and excellent attention to detail

● Must be self-motivated with a strong desire to deliver the best for the business

● Ability to work collaboratively with all stakeholders

● Be proactive with a methodical approach in order to deliver timely service to all stakeholders

● Excellent organisation, time management and communication skills

Equiom Group – Let’s Achieve More, Together

For over 45 years, we’ve been helping high-net-worth individuals and international businesses bring their ambitions to life. Equiom is a global professional services provider, supporting private clients, corporate clients, and funds as they navigate the ever-changing business landscape.

We’re passionate about what we do and genuinely care about our clients. That’s why we go beyond the expected — offering exceptional, tailored end-to-end services to protect wealth and support business success. Our approach is personal, proactive, and built on strong, lasting relationships.

As a growing business, we’re always evolving — embracing change, investing in our future, and staying ahead of the curve. It’s an exciting time to join us, and we’re looking for brilliant, motivated people who want to grow with us.

Thinking of applying?

If this sounds like a role you might enjoy, we’d love to hear from you. Maybe you don’t meet every requirement but feel you’ve got a lot to offer? That’s okay — reach out for a confidential chat, and we’ll talk it through together.

Everyone’s welcome at Equiom

We’re proud to be a global business that champions diversity and inclusion. We welcome applicants from all backgrounds and experiences. Whether your qualifications are local or international, what matters most to us is your potential. Every application is considered on its own merit, in line with local employment and equality laws.

Date Reviewed: March 2025

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Assistant Manager Marketing - Job Description

Team: Business Development and Marketing

Reporting to: BD and Marketing Consultant

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.

Our firm’s culture is shaped by our three central values. The integrity consistently to do what is right, maintaining and enhancing our clients’ trust. The professionalism confidently to deliver expert guidance, rooted in a truly independent approach. And the agility to think and act at a pace that mirrors events in an increasingly complex and dynamic world.

Following strong and sustained growth, and receipt of an array of industry accolades, we’re now adding to our team. We are looking for talented and dedicated colleagues who will thrive in an environment where their voice, and their contribution will be invited, heard, and appreciated.

The Role

As part of our Business Development and Marketing team, you will support the implementation and execution of the marketing and communications strategy for Crestbridge Family Office Services (CFOS) and our joint venture in the US, Crestbridge Fiduciary (CBF). You will act as a brand guardian to ensure that the CFOS and CBF brands and reputations are correctly and accurately represented across each of the marketing channels used to promote the organisation and will co-ordinate our digital marketing, external communications and all related activities to support our business objectives and drive revenue and client growth.

Key Result Areas

• Organise and proactively manage specific marketing campaigns and promotional events from conception through to completion.

• Successful delivery of internal and external events to meet agreed objectives, in line with budget.

• Assist with the creation and implementation of the marketing and business development policies, strategies and campaigns.

• Provide an excellent level of marketing administration in line with Crestbridge standards, procedures and guidelines.

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

• Be a role model and ambassador for Crestbridge Family Office Services, always acting in accordance with our core values.

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

Date Reviewed: March 2025

2

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:

Marketing Planning and Administration

• Understand objectives and targets of the BD and marketing plan/ key priorities and implement relevant marketing tactics that will enable the objectives to be achieved, positioning Crestbridge as a key provider within the relevant market.

• Build and maintain an excellent working relationship with key stakeholders to support the above.

• Monitor the annual marketing budget and manage the spend within agreed budgets.

• Support the production of Crestbridge marketing materials where required, both physical and digital.

• Coordinate the production of all marketing collateral including brochures, flyers, event invitations, briefings etc.

• Creation of ‘Hallmark days’ designs with the agency and the team.

• Responsible for sourcing, checking and monitoring of all merchandise.

• Offer support to other team members with branded communications, promotional items and corporate documents.

• Support the preparation of the Marketing board report and budget planning.

Digital

• Support the Crestbridge marketing and communications strategies through building, planning and implementing an overall digital marketing strategy.

• Monitor and review all the Crestbridge social media accounts, managing all digital marketing channels to agreed budgets and KPIs.

• Generation of ideas for LinkedIn posts for Crestbridge Family Office Services (CFOS) and Crestbridge Fiduciary (CBF).

• Develop and manage the website and follow up on lead generation online form submissions.

• Identify website development partners and hold regular updates with appointed partners.

• Manage and review all content on website and identify opportunities for development e.g. SEO.

• Identify collaboration opportunities for podcasts with media partners and support content / ideas for campaigns, work with fee earners and video partner and provide art direction.

• Help drive best practice across Crestbridge regarding social media, acting as an ambassador for the channels by promoting and delivering training.

• Assist with art direct photographs and the review and updating of the library.

• When producing digital and physical communications on behalf of Crestbridge, ensure that all items are passed through the company 4-eyes policy to ensure accuracy, attention to detail and consistency of tone, content and corporate personality.

Design / Branding

• Work with the design agency including on campaign ideas /general design etc.

• Liaison with the design agency to produce all artwork.

• Responsible for the review of brand guidelines and always ensuring adherence to them when undertaking any internal or external marketing activity.

• Act as a brand guardian monitoring usage of corporate branding and values and supporting others in correctly adhering to the requirements.

• Responsible for the creation and review of all marketing templates.

Event Management

• Coordinate relevant events including seminars, conferences, Business Development intermediary events and client entertainment.

• Manage key stakeholders’ expectations and input through the event planning process ensuring they are kept up to date with progress and fully briefed at each stage of the process.

Date Reviewed: March 2025

3

• Play a key role in organising the Christmas and Summer parties for colleagues.

• Plan and execute all other related elements of the marketing mix required for each event e.g. invitations, relevant corporate collateral, signage, merchandise and all digital elements using InDesign or liaising with creative agencies as required.

• Coordinate all suppliers for each event, liaising with them to ensure any catering, venue and AV requirements are finalised.

• Ensure comprehensive follow-up measures for each event are conducted including attendee numbers.

General

• Support the preparation and follow up of sponsorship opportunities.

• Support the review of business requirements for Corporate Social Responsibility (CSR).

• Provide Business Development support in the absence of the BD Support Manager.

• Administer the awards calendar, identifying and creating all award submissions for Crestbridge and individual team members.

• Attend Managers meetings as required to share updates from the Marketing team and learn about priorities in other areas of the business.

• Act as a ‘helpdesk’ for internal and external enquiries on any aspect of marketing.

• Manage workload and prioritise effectively.

Requirements

Qualifications

• A good academic background, educated to a minimum of A levels (or equivalent).

• Likely to hold a degree in marketing/business, or CIM diploma level qualification.

Knowledge and Experience

• Minimum of 3 years’ experience working in a marketing role in a professional services firm.

• Experience of working closely with senior management including Directors.

• Knowledge of CRM, Web CMS and other marketing related software.

Skills and Qualities

• Strong written communication skills with excellent attention to detail.

• Commercial awareness.

• Ability to meet deadlines and deliver autonomously with minimal supervision.

• Creativity with the ability to initiate ideas and identify opportunities.

• Good influencing and negotiation skills.

• An understanding of research, analysis and reporting methodology.

• Ability to think laterally, problem solve and take initiative.

• Basic project management skills.

Date Reviewed: March 2025

4

Additional Information

Our Core Values

Our team share and demonstrate the following behaviours which align to our values:

Integrity – kind, trustworthy and compassionate, working collaboratively and respectfully with colleagues, clients and other stakeholders.

Professionalism - reliable and accurate, working consistently to deliver solutions efficiently, effectively and with a level of technical expertise appropriate to your experience.

Agility - flexible and commercial, happy to adapt to changing demands and offer support wherever required to meet the needs of the business.

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

• Competitive salary

• Non-contributory pension scheme

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

• Life insurance

• Critical illness cover

• Option to buy or sell up to 5 extra days of annual leave

• 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.

1

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.

2

• 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

3

• 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.

1

Senior Manager Job Description

Team: Family Office Services

Reporting to: Client Director

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

As a member of the senior management team, you will oversee a client administration team, assuming overall responsibility for the delivery of a comprehensive first-class administration service to a portfolio of complex and high net worth clients, in line with defined business activities. As a role model and ambassador for Crestbridge Family Office Services, you will promote a client service mentality and strong business development culture within your team and maintain and develop relationships together with existing and potential new clients.

Key Result Areas

• Operational and financial performance of your client administration team.

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

• Enhanced and maintained business relationships with high levels of client retention.

• A highly functioning team with good staff retention and a culture of continued development.

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:

Technical Expertise

• Demonstrate and be recognised for technical excellence in your specialist area.

• Practice sound judgment and professional scepticism when accepting instructions from new and existing clients, particularly when dealing with risk issues.

• Up-to-date knowledge of corporate governance requirements, internal compliance, anti-money laundering and other relevant policies and procedures.

• Share and communicate technical knowledge to your team, acting as a higher authority on technical client specific matters.

• Ensures that all CPD requirements are met year on year for both you and all members of your team, and that training and development is relevant.

• Maintain a knowledge of the external business environment and relevant industry specific trends to provide sound and practical advice to clients.

Leadership and Management

• Act as a role model to implement a culture which supports the company values and ensure engagement and

commitment to deliver excellent client service, operational effectiveness, and efficiencies.

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• Develop commitment from your team through recognising good performance, providing timely and constructive

feedback and leading by example.

• Ensure team members receive appropriate training and that individual staff responsibilities are clear. Identify and

address development needs and encourage a culture of continuous development, shared knowledge and learning to

deliver superior client service.

• Identify talent, develop high-potential team members, and manage underperformance within the team.

• Deliver effective and timely communication with your team, clients, intermediaries, and colleagues.

• Actively lead the management of meetings with other areas of the business together with all aspects of team actions in respect of financial and operational initiatives and projects.

• Deputise in the absence of the Client Services Director/Associate Director, when required. Administration & Financial Management

• Act as an Authorised ‘A’ Signatory.

• Oversee the effective and timely administration of your team’s client portfolio, setting a high-quality standard of service delivery and constantly strive to improve on this through regular contact and timely responses.

• Effectively manage appropriate allocation of client entities to team members and the delegation of tasks.

• Ensure resourcing levels are sufficient and cover is provided in respect of absences.

• Travel to meet with clients and intermediaries where required.

• Ensure the team are compliant with applicable laws, service standards, company policies and procedures and agreed operational and control processes.

• Actively monitor and respond to risks inherent within your team’s client portfolio, ensuring escalation of all risk matters as they arise.

• Where appropriate or required, to assume responsibility for the administration of a portfolio of clients requiring a

more senior level of technical ability.

• Support the Directors in developing new business activities.

• Liaise closely with team members, ensuring any business opportunities are identified and followed up.

• Ensure objectives and targets for the client portfolio are effectively managed and achieved.

• Responsible for the financial management of the team.

Requirements

Qualifications

• Hold a JFSC “Table 4” Qualification.

Knowledge and Experience

• Minimum of 8 years’ relevant industry experience, with significant experience of leading and managing people.

• A Comprehensive and detailed understanding and knowledge of the local finance industry, legislation and regulatory requirements in the environment in which we operate.

• An excellent understanding of client financial statements.

• Experience of management of a team, delivering high performance.

• Working knowledge of Microsoft Office.

• Responsibility over own personal development including up-to-date maintenance of a minimum of 25 hours CPD per year.

Skills and Qualities

• A strong commitment to client service excellence.

• Strong communication and presentation skills.

• An ability to make decisions whilst managing conflicting and demanding deadlines.

• An engaging leader with the ability to inspire, motivate and develop others.

• Possess a strategic and commercial approach to business development, with a strong degree of business acumen.

• An ability to develop relationships and inspire client and colleague confidence.

• A proactive and disciplined approach to work.

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Additional Information

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

• Competitive salary.

• Non-contributory pension scheme.

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

• Life insurance.

• Critical illness cover.

• Annual leave entitlement starting of 28 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

Job Title: Compliance Manager, Whitmill Trust Company Limited, Jersey (Whitmill)

Reporting to: Group Head of Compliance and Risk, Whitmill Trust Company Limited, Jersey

Direct reports: 2

Glossary Group Head of Compliance and Risk HOCR Compliance Officer CO Money Laundering Compliance Officer MLCO Money Laundering Reporting Officer MLRO Whitmill Trust Company Limited Whitmill Anti-Money Laundering /Countering Financing Terrorism /Countering Financing Proliferation

AML/CFT/CFP

Codes of Practice CoP Money Laundering (Jersey) Order 2008 MLO New Business Committee NBC Governance Risk Compliance Committee GRCC Management Committee ManCo Compliance Monitoring Programme CMP Internal Suspicious Activity Reports iSARs Anti-Money Laundering AML Financial Intelligence Unit FIU Jersey Financial Services Commission JFSC

Job Purpose

To help ensure that Whitmill meets its regulatory and legal obligations in the operation of its

business and the management of its client base.

To enhance and support Whitmill’s compliance, risk and governance framework.

To oversee and manage the day-to-day Compliance and risk mitigation activity of the Whitmill

business driving a compliant and commercial risk-based approach embedding the Whitmill

Group’s vision, mission, strategic goals and Compliance culture working closely with the Group

Head of Compliance and Risk.

Key Result Areas

• Help to drive the overall WTCL business strategy by assisting the business in supporting the

Regulatory, Compliance and Risk frameworks, governance committees and with

AML/CFT/CFP policy and procedure.

Job Description

• Day-to-day management of the Whitmill Compliance team.

• The role holder will undertake day-to-day management ensuring that internal client /

other stakeholders’ 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 to HOCR

for discretion purposes only or appropriate escalation.

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

experienced members of the Whitmill Compliance team driving professional

development and consistently high internal client service levels across the team.

• Support the Whitmill Compliance team to meet their regulatory and wider business

objectives (per their performance plan) measuring team performance, delegating

responsibilities where appropriate and managing employees by providing advice,

guidance and motivation to drive both individual and collective team performance.

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

comprehension of risk matter that are likely to impact 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.

• Undertake the regulatory roles of Deputy CO, Deputy MLCO and Deputy MLRO pursuant to

the requirements of the CoP, the AML/CFT/CFP Handbook and the MLO in the absence of

the MLRO, MLCO and CO.

• Support the formal review and revision (as appropriate) of the AML/CFT/CFP Business

Risk Assessment on at least an annual basis and immediately following revisions to CoP

/ AML/CFT/CFP Handbook / MLO, any other relevant Law / Orders and on any other trigger

events.

Job Description

• Assist Whitmill with strategic Compliance related projects, which may include supporting

other Whitmill group offices, driving process improvements throughout the organisation

aligning outcomes with business goals.

• Carry out analysis of law & regulations, identifying key changes and changes proposed in the

future, assessing the likely impact & support the provision of guidance and advice to the

Whitmill Board on appropriate actions.

• Serve as one of the key liaison points between the Whitmill Compliance team and other

business functions, building and maintaining relationships to ensure productive

collaboration on the ongoing development and implementation of Regulatory, Compliance

and Risk policies and processes.

• Support the HOCR and the Whitmill Board assess the Regulatory and Compliance risks

associated with product/services for delivery to existing and potential clients.

• Attend committee meetings as deputy for the HOCR for the Whitmill NBC, GRCC and

ManCo meetings and possible attendance at quarterly Whitmill board meetings.

• Support, manage and drive as appropriate new and on-going Compliance initiatives with

the aim of maintaining / enhancing a compliance culture throughout Whitmill.

• Manage day to day Compliance monitoring activity and report findings in respect of

internal AML/ CFT/CFP, wider Compliance policies and procedures and other related

legislation to drive and embed continuous improvement / Compliance.

• Identifying additions & improvements to the CMP.

• Support the provision of Key Risk Indicator / Key Performance Indicator management

information to the WTCL Board and GRCC as appropriate in respect of compliance with

Whitmill’s systems and controls (including policies and procedures) and issues that need

to be brought to its attention.

• Provide advice and guidance to the Whitmill client facing and other teams on the proper

application and interpretation of the MLO, CoP and AML/CFT/CPF Handbook and any

other relevant Law / Orders in relation to day-to-day business activity.

Job Description

Deputy MLRO

• Fulfil the Deputy MLRO / MLCO and CO role in the absence of the MLRO / MLCO / CO

(HOCR) for Whitmill (both Trust Company Business and Fund Services Business licenses

and, where appropriate for specific regulated funds), ensuring iSARs are reviewed and

evaluated promptly making informed evidence based and documented judgements as to

whether iSARs should be externalised.

• Ensure iSARs and financial crime / AML record keeping is current and of the requisite

standard.

• Act as a main point of contact with the FIU, the JFSC and other enforcement agencies as

appropriate following disclosure, maintaining a strong working relationship with each

body.

• Provide MLRO activity and associated management information to the Whitmill’s board

and other key stakeholders promptly and accurately.

Primary Contacts

• Group Head of Compliance and Risk WTCL Jersey Board

• Whitmill’s Compliance Team

• Whitmill Jersey Private Client, Fund and Corporate team members

• Whitmill Board Members

Date Reviewed: March 2025

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Date Reviewed: March 2025

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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, Private Client We are looking for a talented and motivated Senior Administrator to join our Private Client team in Jersey. You will play a key role in overseeing trust and company structures, ensuring compliance, and mentoring junior team members, while working alongside industry experts.

Before you apply

Five years’ Jersey residency required for this role, as required by Control of Housing and Work (Jersey) Law 2012.

Principal accountabilities:

• Responsibility for the administration of a portfolio of trust and company structures including those of a complex nature.

• To review annual accounts on client portfolio and work with bookkeepers and accountants to ensure correct information recorded.

• To maintain the highest standards of administration including the periodic production of reports/analyses to third parties.

• To review periodic reports produced by professional advisers before approval by directors or trustees for submission to third parties.

• To drafting/preparing documents i.e. minutes/resolutions/small agreements etc., as and when appropriate.

• To liaise with investment advisers, asset managers and other professional advisers.

• To attend client meetings and be expected to develop a close working relationship with such clients.

• To identify opportunities where a beneficiary could benefit from other services that could be provided through the company network.

• To maintain client confidentiality.

• To assist with the supervision and development of junior staff as required.

• In conjunction with the client director, to cover Team Manager’s and/or other administrator’s portfolios of clients in absence of holiday/sickness if required.

• Such other duties as the management may at times reasonably require.

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 type of person we are looking for:

• Proven experience, ideally in trust and company administration, financial services or legal services environment.

• Be studying/Qualified in CGI Diploma (ICSA) or equivalent professional qualifications

• Be pro active and forward thinking

• Be able to use your initiative when handling tasks and be committed and driven to achieving excellence for yourself and our clients

• Excellent communication skills.

• Assist with the supervision and development of junior staff.

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

Administrator, Private Client We are looking for a talented and motivated Administrator to join our Private Client team in Jersey. In this role, you will be responsible for managing a portfolio of trust and company structures, ensuring high standards of administration and compliance with company policies. Before you apply

Five years’ Jersey residency required for this role, as required by Control of Housing and Work (Jersey) Law 2012.

Principal accountabilities:

• Responsibility for the administration of a portfolio of trust and company structures.

• To maintain the highest standards of administration including the periodic production of reports/analyses to third parties.

• Drafting/preparing less complex documents i.e. minutes/resolutions, as appropriate.

• To liaise with investment advisers, asset managers and other professional advisers.

• To attend client meetings with client directors and managers.

• To maintain client confidentiality.

• To observe CDD at all times.

• To record all time on the Company’s time recording system and ensure narrative is clear.

• Achieve financial targets as determined by management.

• Such other duties as the management may at times reasonably require.

The type of person we are looking for:

• Proven experience, ideally in trust and company administration, financial services or legal services environment.

• Be pro active and forward thinking

• Be able to use your initiative when handling tasks and be committed and driven to achieving excellence for yourself and our clients

• Excellent communication skills.

• Studying towards an appropriate qualification STEP, CGI or equivalent.