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28 Open positions

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 …

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 …

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, …

Description:

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 our vision and values and expected service standards, …

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. …

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, …

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 …

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 …