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26 Open positions

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 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 Corporate Administrator

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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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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