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29 Open positions

Administrator, Client Services (Real Estate)

Description:

You'll play a key role in providing a wide range of administration services to a high quality and diverse portfolio of clients in the provision of corporate and fiduciary services. 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'd like to be part of our friendly and growing team, we'd …

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Senior Client Accountant - Private Wealth

Description:

Job summary This role is a great stepping stone for those who are studying towards an Accounting qualification. The role involves the day to day responsibility of a small portfolio of clients plus providing oversight and assistance to junior team members if appropriate. Job accountabilities The preparation of a small portfolio of financial statements. Assistance to junior team members in resolving simple queries. Preparation of ad-hoc reporting to include, but …

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Strategic Risk Reviewer, Operations & Business Support - Guernsey

Description:

Job Summary: Ensure that all client and entity reviews are completed in accordance with policy and within specified timescales. Manage direct reports in an inclusive manner, maximising the talents of each person Responsible for the development and growth of direct reports Provide support to team members and wider business units as requested Meet objectives as set out in HUB or other software on a timely basis and document challenges that …

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Senior Client Accountant

St Helier, Jersey

Description:

To provide assistance to the Accounts Manager in order to meet legal, regulatory and tax deadlines for our clients. Preparation of more complex structures. Responsibilities: Preparation of more complex accounts companies, trusts, partnerships and sole traders as delegated in accordance with laid down procedures. Preparation of OneNote file for review by Trust Manager, Accounts Manager and Director. Review of financial statements prepared by other client accountants. Training of more junior …

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Senior Administrator

Description:

Job Description Qualifications Required: Holds a Category C qualification or working towards a relevant professional qualification (ICSA/STEP Diploma) Key Responsibilities Manage a portfolio of clients of the Group and ensure those clients are administered in accordance with the terms of the trust deeds and/or corporate documents as applicable and professional legal/tax advice given. Attending client meetings and preparing file notes of the same. Liaising directly with clients, intermediaries, investment managers, …

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Senior Trust Officer

St Helier, Jersey

Description:

Job Responsibilities: As Senior Trust Officer, you will have experience of working with High Net Worth clients and on complex structures within the fiduciary field and will demonstrate first class client service delivering against the needs and demands of your clients. You will demonstrate excellent technical competency and an ability to impart that knowledge to others effectively, with a proven track record in technical and complex transactions for your clients. …

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Assistant Manager - Fund Administration GUERNSEY

Description:

Position Key Accountabilities: Administer a complex range of fund structures (corporate and Institutional) and associated structures. Assisting with establishing new structures and transitioning switch business in accordance with our streamlined approach. Provision of exceptional service levels and client experience for clients and related parties throughout the whole life-cycle. Assist with the supervision of team members workloads, mentoring and delegating work within the team and assist with their adherence to workflows, …

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Trust Officer

Description:

Job Responsibilities: With around 3 to 5 years of trust experience, the successful candidate will provide assistance to the team in the administration of a portfolio of trust and company clients. This is a role within a supportive environment where teamwork is central to our success. A good awareness of Jersey local trust and company legislation and practice, and hold or be working towards, a recognised trust qualification (e.g. STEP …

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Trust Supervisor- Guernsey

St Helier, Jersey

Description:

Job Responsibilities: Statutory work ensuring that statutory records are kept up to date and are accurately maintained at all times Reviewing and approving payments Reviewing and approving board resolutions/minutes as a B signatory under the client signing arrangements Ensuring internal policies and procedures are adhered to Liaising with internal departments on legal, accounting, and taxation matters which range in complexity with regard to matters that will range in complexity Liaison …

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