• Provide strategic leadership and oversight for a fiduciary administration team, ensuring delivery of exceptional client service across a portfolio of complex and cross-jurisdictional structures.
• Act as a senior point of escalation for high-value clients, intermediaries, and legal advisors, fostering and managing long-term stakeholder relationships.
• Oversee and approve complex, high-risk transactions, governance decisions, and fiduciary actions in accordance with internal policies and regulatory standards.

Skills and experience:

• Strategic thinker with strong leadership, mentoring, and people development abilities.
• Commercially astute with excellent judgement and decision-making skills.
• Strong influencing and negotiation skills; confident in high-level client and stakeholder interactions.
• Outstanding communication skills, both written and verbal.
• Resilient, proactive, and adaptable to change; able to manage competing priorities and lead during periods of transformation.

In this role as a Senior Tax Manager you will be responsible for managing all tax compliance affairs for UK/EU/ Jersey entities, including Economic Substance Reporting requirements for the Jersey entities. The role requires an organised, highly motivated, conscientious qualified accountant with at least 4 years of post-qualified experience.

Amongst other things you will also be responsible for the following

• Be the main point of contact for tax compliance matters, advise and manage the tax compliance matters as required.
• Assist in Tax planning and structuring of funding requirements including WHT compliance management and TRC’s
• Responsible for preparation and timely submission of Corporate Tax returns and Economic Substance Reports in Jersey for 80 plus entities.
• Preparation of supporting schedules by analysing backing documentation in a complete and thorough manner for tax returns

In this role you will be responsible for the following;

• Supporting, informing, and advising directors of the restrictions, compliance and responsibilities in line with the Company’s articles of association
• Ensure correct procedures are undertaken when directors are appointed or retired for Group Companies.
• Maintaining statutory records for all  Group Companies.
• Act as the primary contact for internal and external requests for related information and documents.
• Schedule and undertake periodic reviews of all records, including renewals of existing contractual arrangements, including contractual arrangements with 3^rd party suppliers.
• Acting as the primary contact for requests in respect of audit, PII Insurers requests and bank annual reviews.

Our client is looking for a talented individual to join their Regulatory Operations department, specifically the Client Onboarding Unit, to provide a comprehensive and confidential Client Due Diligence (CDD) service to the firm. The role will focus primarily on clients in Europe but may also support Asia and Caribbean at times. This role will report into the Regulatory Operations Manager, based in Jersey.

Key responsibilities:

• Performing screening checks and analysing results, identifying areas for review
• Undertaking the CDD process for new and existing clients in accordance with regulatory and internal processes and procedures
• Communicating with internal teams and external clients to ensure CDD collection is undertaken promptly, following up as necessary to manage outstanding CDD
• Remediation of existing CDD where required
• Assisting the Senior Administrator's and covering elements of their role in their absence

Skills and experience: 

• 1-3 years' experience in an AML or CDD focussed role within a professional services environment
• Working knowledge of client take on processes as well as Anti Money Laundering and Client Due Diligence requirements, in relation to limited company, limited partnership and trust structures
• Understanding of corporate services is preferred
• An AML certificate or similar qualification is preferred

You will assist in the maintenance of group client entity management systems and internal databases ensuring records are accurate and up to date and deal with administration aspects of incorporation or liquidation of entities as required. 

You will also be involved in the production of corporate documents including but not limited to, incorporation papers, articles of association, by laws, minutes and resolutions, and share certificates and assist with the scheduling and organisation of board meetings, annual general meetings (AGMs), and other corporate events.

Key Responsibilities:

• Coordination of the Schedule 2 compliance service delivery for clients working closely with the client facing teams
• Liaising with the JFSC Central Authorisation team to register and deregister entities as request by the client facing teams
• Management of the AMLSP policy and procedures for AMLSP services
• Management of the AMLSP CMP testing process for clients
• Liaising with internal stakeholders such as the corporate governance team, operating officers and finance team as required
• Steering of administration teams for queries on the AMLSP services

Key Responsibilities:

• Managing the day-to-day integrity of client ledgers and reviewing bookkeeper input 
• Preparing routine month end and quarter end management accounts for a portfolio of clients
• Acting as the central point of contact for external auditors
• Preparing and reviewing audit support schedules and documentation
• Tracking and monitoring the preparation of financial information
• Identifying opportunities for process improvement and service line development
• Ensuring all work is completed in line with relevant policies, procedures, and controls

In this role you will you will serve as the primary contact for external auditors and work to strengthen relationships with clients and internal teams and review the work of bookkeepers to produce annual financial statements and management accounts for your allocated portfolio.

The purpose of this role is to provide facilities, banking platform and general operations support primarily in the Channel Islands but also linking into the Basingstoke and Luxembourg offices.

Key responsibilities:

• Completing bank forms and managing access for starters and leavers requests.
• Day to day support of platforms across the business including resetting of passwords and general troubleshooting. Liaison with IT Operations with regards to banking App software issues.
• Ensuring that banks with online platforms are kept up to date with latest signatory lists and director changes

Skills and experience: 

• Good knowledge of Microsoft Office, experience with iManage and Smartsheet would be preferable but not essential.
• Experience in Operations Administration roles would be preferable,
• Excellent interpersonal and communication skills with the ability to deal effectively with all levels of staff and management within the client group as well as third party service providers (where applicable);

As a Senior Associate, you will be responsible for developing your expertise, building meaningful relationships and taking ownership for outcomes. This will be achieved through growing subject matter expertise, contributing to process improvements and offering insights based on experience.

Key responsibilities:

• Administration of a range of entities across various corporate and fund vehicles, investment holding companies and fund structuring entities
• Coordinate all aspects of company secretarial matters including the preparation of agendas, collation and distribution of board packs, obtaining directors availability and drafting minutes and resolutions for routine matters
• Coordinate and review the work of more junior team members, where applicable and supervise and train junior staff in all areas of fund administration

Skills and experience:

• The candidate will be expected to be part-qualified with a relevant professional qualification (preferably ICSA Diploma level or equivalent)  
• Previous experience in real estate structures would be beneficial
• Strong financial services experience 
• Computer literacy skills are essential 

We’re looking for a dynamic Senior Corporate Administrator on a 6-month fixed-term contract, ready to take ownership of a diverse portfolio, build meaningful relationships with high-net-worth clients and contribute to a team that truly celebrates growth and initiative.

Key responsibilities:

• Deliver high-quality service to clients, intermediaries and stakeholders.

• Maintain long-term client relationships and provide technical support to the team.

• Engage directly with clients to understand their needs and enhance service levels.

• Achieve personal targets for time recording, utilisation and working capital management.

• Support the Director in analysing commerciality and profitability of the client portfolio.

Skills and experience:

• Holding or studying toward a relevant professional qualification (e.g., STEP, ICSA).

• Educated to A-Level standard or equivalent.

• Commitment to maintaining required CPD hours once qualified

To assist with delivering the strategic plans for the Private Client department by securing and deploying the resources necessary to meet the current and future needs of the department. To provide a high quality and comprehensive company and trust administration service.

Key responsibilities:

• Assisting with the implementation and management of the Company’s direction and strategic objectives.
• Assisting with developing and delivering the strategic plans for the department, securing and deploying the resources necessary to meet the current and future needs of the Company. Ensuring that the Company meets both internal and external financial, regulatory, legal and strategic requirements.
• Effectively interact with directors and peers to ensure a substantial impact on company direction and strategic objectives.
• Actively participating in new business generation ensuring the growth of the business from both existing and potential clients.

Client Service:

• Responsibility for the high-level oversight of the administration of a portfolio of trust and company structures, in particular those of a highly complex nature.
• Ensuring that the quality of the service given to all clients is excellent and in accordance with agreed and expected professional standards.
• Oversee the incoming and outgoing workflow of the section, with a view to ensuring prompt, effective and proactive responses to client needs.
• Working with your team to develop strong client relationships.

New Business:

• Active participation in new business generation ensuring the growth of the business from both existing and potential clients.
• Develop client and intermediary relationships including seeking opportunities for cross-selling Hour client's products and services.

You will work as part of a welcoming and supportive team who are responsible for administering a varied portfolio of clients. You will be responsible for the effective and efficient administration of a portfolio of structures of varying complexity, dealing with clients and intermediaries daily.

Key responsibilities:

• Responsibility for the administration of a portfolio of trust and company structures.
• Maintaining the highest standards of administration including the periodic production of reports/analyses to third parties.
• Drafting/preparing documents i.e. minutes/resolutions as appropriate.

Skills and experience:

• Will hold or be studying towards a Table 5 Qualification.
• Sound working knowledge of the regulatory framework.

We are looking for a hardworking and motivated individual to join their busy EI team, to assist with the day-to-day administration of their client entities and develop into key member of the team. This role is a fantastic opportunity for someone with one to two years’ experience. Employee Incentives specific experience would be preferred, i.e. employee benefit trusts and corporate nominee arrangements, but broader corporate experience would certainly be considered.

Key responsibilities:

• Liaising with clients and intermediaries.
• Preparing online payments, appropriate bank instructions and share sales, purchases and transfers.
• Answering phones, preparing emails, working with various share platforms, letters of instruction, and updating spreadsheets in conjunction with the team.
• Preparing necessary documentation for the establishment or termination of Trusts.
• Draft minutes of trustee meetings and document trustee decisions.

Skills and experience:

• Be willing to work towards a professional qualification e.g. CGI, STEP
• Excellence: constantly looking for ways to do things better, faster, or more efficiently.
• Integrity: listening to, understanding, and taking into account the needs of others.

To undertake the day-to-day administration of a portfolio of corporate and fund structures with a focus on real estate, venture capital and private equity asset classes, undertaking a primary client relationship role with several complex/significant clients structured as Jersey Private Funds, Joint Ventures, Club Deals and other corporate and fund structures, ensuring that an efficient and high-quality service is always delivered to our clients.

Key responsibilities:

• Day-to-day administration of a portfolio of complex client cases.

• Have a broad understanding of the principles and practices of companies, partnerships, the Jersey Private Fund regime and other related corporate and fund structures, with exposure to UK entities.

• Ensure mutual understanding of client and Praxis’ expectations and commitments at outset and throughout the relationship.

• Actively champion the Company’s values by promoting a culture of professionalism, teamwork and leadership.

• Understand of the Company’s vision and the strategy of the Group.

Skills and experience:

• Key areas are as follows (note that the Senior Administrator is expected to demonstrate these skills or, in the minority, show potential to acquire them):

• Good knowledge of offshore fiduciary services.

• A proven track record in handling complex offshore fiduciary issues.

• A proven track record in client relationship management.

• Good interpersonal skills for dealing with intermediaries and clients.

• Excellent time management and organisation.

We’re looking for a proactive and professional Facilities Assistant to join our client's Jersey Facilities team. This is a varied, people-focused role supporting the daily operations of their office and delivering an exceptional experience for colleagues, clients, and visitors.

Key responsibilities:

• Welcome visitors and handle calls via our switchboard
• Manage meeting rooms, diaries, and daily reception duties 
• Support postal processes, deliveries, archiving and general office operations
• Assist with light maintenance, desk moves, and facilities-related tasks
• Coordinate wet ink signatures and document dispatch for international teams

Skills and experience:

• Front of house or customer service experience (professional services ideal)
• Confident communicator with a warm, professional manner
• Strong organisational and multitasking skills

The role requires you to support the Director and Senior Managers in the efficient and effective functioning of the team, providing day to day support and contributing to the effective execution of team objectives, whilst developing the skills necessary for future progression into full managerial responsibilities. 

Working closely with senior leadership and cross functional teams, you will help to ensure that processes run smoothly, compliance standards are met, and service levels are maintained. 

Key responsibilities:

• Perform your role in accordance with established procedures, taking the lead on day-to-day activities and assuming ownership for compliance and fund governance aspects of the services provided to clients, with limited supervision.
• Conduct compliance testing and monitoring as part of the Compliance Monitoring Programmes for regulated fund structures, ensuring all findings are addressed and documented.
• Prepare six-monthly compliance reports for client entities, presenting key findings and updates for board meetings.

Skills and experience:

• Recognised Professional Qualification - e.g. Accountancy, Chartered Secretary, STEP, Banking, Securities, Compliance or other relevant Table 5 qualification (working towards Table 5) along with relevant experience in AML/CFT/CPF and Financial Regulation.
• 3 years' relevant finance industry experience working within an offshore financial services organisation, with a good understanding of all areas of client administration and fiduciary services. 
• A good knowledge and understanding of the local finance industry, legislation and regulatory requirements in the environment in which we operate.

Being a member of dedicated and progressive team, providing comprehensive administration services to our international client base and their structures, whilst maintaining a defined client portfolio.

Key responsibilities:

• Administer a defined client portfolio, which may include Trusts, Companies, Foundations and Limited Partnerships.
• Establish and maintain strong working relationships with your team, intermediaries, clients and client advisors.
• Assist the Senior Administrator/Manager/Senior Manager in providing day-to-day training to Assistant Administrators, where necessary.

Skills and experience:

•  CGI/ STEP Certificate or equivalent completed.
• or Part way through ICAEW/ACCA Accountancy Qualification (with exam success to date); or
• Basic Level Qualification relevant to function

Being a member of dedicated and progressive team, providing comprehensive administration services to our international client base and their structures, whilst administering a complex client portfolio

Key responsibilities:

• Establish and maintain strong working relationships with your team, intermediaries, clients and client advisors.
• Provide day-to-day training to Assistant Administrators and in doing so build up their confidence and knowledge of Trust and Corporate services.
• Undertake the billing and debt collection for your client portfolio

Skills and experience:

• CGI/ STEP Diploma or equivalent completed; or
• Qualified Accountant (by qualification through the Professional body)

This is a hands-on senior role within Group Finance, responsible for the design, execution and continuous improvement of our client's multi-jurisdiction statutory reporting and regulatory capital & liquidity framework across Luxembourg, Jersey, Guernsey and the UK.

Key Responsibilities:

• Lead the Group’s consolidated reporting requirements related to new financing arrangements, including:
  • Preparation and submission of monthly consolidated Profit & Loss, Balance Sheet, and Cash Flow statements on a statutory (FRS 102) basis
  • Calculation and reporting of normalisation adjustments for EBITDA and Net Operating Cash Flow
  • Preparation of quarterly covenant compliance reports and supporting analysis for lenders and the Board
  • Ensure accuracy, timeliness, and compliance with all relevant financing and statutory obligations
• Prepare year-end statutory accounts quickly and independently for multiple entities, applying FRS 102 (UK GAAP) and Lux GAAP with precision, own close timetables and drive process efficiency
• Build, maintain and enhance regulatory capital and liquidity forecasting models; implement and evidence jurisdiction-specific requirements including CSSF own funds (Luxembourg), ANLA (Jersey) and FRR Fiduciary and POI (Guernsey). Continuously monitor positions and early-warning indicators to identify, escalate and prevent breaches

Skills and experience:

• Professional accounting qualification (e.g., ACA/ACCA or equivalent) with strong post-qualification experience in regulated financial-services groups
• Demonstrable expertise in FRS 102 and Lux GAAP, and in preparing multi-entity statutory accounts
• Proven track record building and maintaining regulatory capital and liquidity models across Luxembourg, Jersey and Guernsey frameworks (CSSF/ANLA/FRR)
• Experience engaging constructively with auditors and potentially regulators (CSSF, JFSC, GFSC)
• Advanced three-statement financial modelling and scenario/stress testing; exceptional Excel skills and familiarity with BI/visualisation tools (e.g., Power BI).

Please contact us for more information

We are looking for a talented individual to join our clients AI Team as an IT Business Analyst, working as part of the dynamic AI Programme team. 

Key responsibilities:

• Conduct analysis to assess feasibility, impact and risks of AI and technology opportunities 
• Facilitate use-case discovery workshops and map processes to AI and technology scenarios (e.g., drafting, summarisation, search, data extraction, analysis) 
• Drive AI and technology adoption across Legal, OGL, and Business Services by understanding role-specific workflows and identifying AI and technology-enablement opportunities 
• Provide specialist support for enterprise technology and AI platforms including Microsoft 365 Copilot, approved legal-AI tools, and internal AI applications 

Skills and experience: 

• Evidential enthusiasm for continuous learning and proactively embracing new technologies, including AI, to enhance personal and team effectiveness
• Change management exposure   
• Competence with prompt design and evaluation for business scenarios 
• Structured problem-solving, stakeholder management, and facilitation skills 
• Data-literate: comfortable with metrics, dashboards, and value tracking 
• Basic data fundamentals (e.g., data quality, security, lifecycle) and understanding of AI risks (bias, hallucinations, provenance) 

Provide on-going administration support to the team as required for the administration of a diverse portfolio of corporate and fiduciary clients and ensure that client relationships and transactions are conducted effectively and to a high standard.

Key responsibilities:

• Ensure client expectations are properly managed and valuable relationships are nurtured
• Assist with the effective administration of workload to include timely and accurate processing of work, effective prioritisation, meeting transaction, statutory and internal procedural deadlines and managing WIP and debt collection
• Be involved with the client acceptance process
• Other ad-hoc duties as requested

Skills and experience:

• Proven corporate administration experience would be ideal
• You'll be studying towards a relevant professional qualification (such as STEP of CGI)
• Having good communication and interpersonal skills
• Being able to build relationships and work as part of a team

The role holder will be required to administer a varied client portfolio, under the supervision of a Manager/Senior Manager. They should be able to demonstrate a clear understanding of the client’s portfolio, including risk awareness, relationship management and contractual and statutory obligations and assist with the smooth running and management of the team.

Key Responsibilities:

• Administer, monitor and where required manage, a varied client portfolio within the timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care.
• Management of whole billing process for team, with a strong emphasis on recoverability, working in an efficient manner so as to minimise teams’ write-offs and maintain division’s KPIs.
• Review client structures, completing review process for clients’ entities, remaining aware of risk exposure, including the fulfilment of responsibilities under the review procedures.
• Awareness and adherence to contractual and statutory obligations under the Group’s policies, procedures and guidelines, including the Group’s core values and expected behaviours, acting as a guide in this respect to more junior members of the team.
• Assist line manager with the preparation and review of reports for management meetings.
• Review legal and tax advice where appropriate and be able to interpret / implement relevant advice as required.
• Check, maintain and ensure accuracy of own and team’s central diary systems to ensure that all deadlines are recorded and subsequently met.
• Ensure a professional service is provided to clients and intermediaries.
• Supervise and assist with the management and training of junior members of the team, conducting appraisals and performance management reviews if requested/appropriate.
• Check, delegate and monitor the work of junior members of the team and where appropriate ensure team’s adherence to their contractual obligations.

Skills required:

• Ability to work to deadlines and prioritize effectively.
• 5 years extensive administration experience.
• Good analytical skills.
• Ability to collate and present information in a clear and concise manner.
• Self-motivated with a positive approach, strong work ethic and willingness to learn.
• Highly organised with strong attention to detail.
• Excellent written, verbal and interpersonal skills.
• Competent in all Microsoft applications.
• Hold or be studying towards STEP or ICSA.

• Client / structure data management in a timely manner as required; accuracy of core data on all relevant databases being critical to the service standards we achieve;
• Close collaboration with and support to Client Management, delivering specific administrative tasks required in meeting client or business needs.
• Ensuring documents created are filed electronically and/or physically fully in line with house records management policy and using the technology available;
• Delivery of company secretarial functions for the Corporate Team.  All managed entities to be kept in good standing, in accordance with each jurisdictional deadline;
• Completion of core workflows in line with established procedures to underpin accuracy and consistency in the management of our client structures;
• Timely and accurate payment processing in line with policy and procedure, with particular concern for the rules around AML, sanctions and CFT
• Adherence to key performance indicator standards in the execution of all tasks and early escalation should the risk of backlog building/other issues appear.
• Accurate and on time recording of time and meeting utilisation targets to enable the business to invoice clients fully for the services provided.
• Commitment to learning and professional development (especially technical), including maintaining CPD up to date, in line with expectations and ambitions.

Skills required:

• Compliance with all policies
• High quality external communication
• Implementing, following and maintaining relevant operating procedures
• Thorough understanding of and strict compliance with all internal and external rules/regulations
• Ability to work flexibly to accommodate changing priorities and deadlines
• Seek guidance where required
• Commitment to learning and development, including maintaining CPD up to date
• Accurate and on time recording of time and meeting utilisation targets to enable the business to invoice clients fully for the services provided.
• Excellent attention to detail
• Excellent accuracy
• Minimum of 3 years trust and company or legal experience
• Good understanding of fiduciary services needs
• Ability to communicate clearly internally and externally
• Problem solving and interpersonal skills
• Strong team player. 

• 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.
• Excellence of communication with clients and 3rd 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.

Skills required:

• 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.
• 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.
• Occasional business travel subject to workload status.
• 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.
• Highly effective and adaptive interpersonal skills.
• Collaborative team player.
• Strong awareness of KYC, AML, CFT and GDPR requirements.
• STEP, ICSA, Accountancy or Legal qualification

To assist in business development, particularly in relation to extending services provided to existing clients and developing and maintaining good working relationships with intermediary providers. 

Key responsibilities:

• Take overall responsibility for all aspects of the client relationships within area of control.
• Act as an ‘A’ signatory on bank accounts.
• Actively participate in the take on of new business
• Create strong, profitable relationships based on mutual respect with clients and a profound knowledge of the client’s affairs and encourage staff to do likewise.

Skills and experience:

• Comprehensive knowledge of and a proven track record in offshore fiduciary services.
• A proven track record in handling complex offshore fiduciary issues.
• A proven track record in client relationship management
• The holder of this position should ideally be educated to degree level in a business-related subject such as law or accountancy and be a member of a relevant professional body. 
• The post holder should have a minimum of 15 years’ experience in fiduciary services, with at least 5 years senior management experience.

To manage all aspects of maintenance of the Jersey Companies’ Registry, for client and in-house entities; including updates within the mandatory timeline. To engage with and assist in the management of any Registry Supervision visits and to be a point of contact for all registry matters.

Key responsibilities:

• To manage all aspects of the companies’ registry; including updates to all entities within the required timeline; including obtaining the information for change from the administration processes and or audit reports as necessary.
• To engage with and assist in the management of any Registry Supervision visits and to be a point of contact for all registry matters.
• Actively champion the company's values by promoting a culture of professionalism, teamwork, and leadership.
• Promote a culture of continuous training, development, and progression.
• Cascade information to the team regularly and actively invite and act upon upward feedback.

Skills and experience:

• Minimum of 5 years’ experience in a relevant role.
• Successful attainment of relevant professional qualification.
• Previous experience working in the Trust and Company industry is preferred.

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.

Responsibilities:

• 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.

Requirements:

• 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. 

Key Responsibilities:

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

• Management of client portfolio in a professional manner.
• To assist in the management and development of team members.
• To liaise with clients on a regular basis providing technical advice as necessary in carrying out instructions or considering clients’ wishes in a timely manner.
• Delegate to colleagues and give technical advice where appropriate.
• To control and manage periodic accounts on a client portfolio.
• To prioritise work on structures.
• To review clients’ investment portfolios.
• To prepare for and attend meetings with clients and directors.
• To seek legal assistance in relation to drafting legal complex documents.
• Drafting/preparing highly complex documents i.e. minutes/resolutions/agreements etc as and when appropriate.
• To cover Associate Director’s/Team manager’s portfolio of clients in absence for holidays/sickness.
• To assist with management of team’s financial matters and achieve financial targets as determined by management.
• Such other duties as the management may at times reasonably require.

Principal Accountabilities: 

• Take full accountability for the administration of your own client portfolio.
• Support the wider Corporate team on capital‑markets, debt & structured‑finance, real‑estate and Islamic‑finance transactions.
• Liaise with internal and external board members and advisers, delivering accurate, timely service.
• Assist with company secretarial work, including drafting board packs and issuing notices.
• Prepare Client Due Diligence (CDD) packs and keep all client files fully compliant.
• Maintain company databases with up‑to‑date client information.
• Record time entries with clear, detailed narratives and help the team meet financial targets.

The role takes primary responsibility for facilitating the upkeep and maintenance of the Risk and Control Self Assessments for all relevant regulated entities, working closely with the Business Control Officer(s) of each, who will provide local oversight

Key responsibilities:

• Support the Global Business Control Unit in executing the Group’s risk management strategy, risk appetite, and framework.
• Primary responsibility for facilitating the upkeep and maintenance of the Risk and Control Self Assessments for all relevant regulated FO entities.
• Advisor to the Directors for related regulatory reporting, i.e. Business Risk Assessments, etc. as applicable given local legislation.

Skills and experience required: 

• Degree in Law, Finance, Business, Compliance, Risk Management or similar.
• Senior-level experience in risk management within financial services, wealth management, or fiduciary sectors.
• Strong technical understanding of enterprise and operational risk management.
• Experience leading or contributing to risk technology projects or risk system implementations.

The role requires you to support the Director and Senior Managers in the efficient and effective functioning of the team, providing day to day support and contributing to the effective execution of team objectives, whilst developing the skills necessary for future progression into full managerial responsibilities. 

Key responsibilities:

• Perform your role in accordance with procedures, taking the lead on all day-to-day activity. Assume ownership, responsibility, and accountability for AML/CFT/CPF and Compliance elements of the services provided by Group to clients, under limited supervision.
• Conduct compliance testing and prepare six-monthly compliance reports for client entities for board meetings.
• Manage and maintain Client and Investor Due Diligence (CDD), including the completion, review, and approval of periodic reviews and trigger events, ensuring all documentation is accurately recorded in the PureClient system.

Skills and experience required:

• Recognised Professional Qualification - e.g. Accountancy, Chartered Secretary, STEP, Banking, Securities, Compliance or other relevant Table 5 qualification (working towards Table 5) along with relevant experience in AML/CFT/CPF and Financial Regulation.
• 3 years' relevant finance industry experience working within an offshore financial services organisation, with a good understanding of all areas of client administration and fiduciary services. 
• A good knowledge and understanding of the local finance industry, legislation and regulatory requirements in the environment in which we operate.

We’re looking for a Senior Associate to play a pivotal role in delivering high-quality trust and company administration services to our Private Clients. As a Senior Associate, you’ll manage your own portfolio of client structures, support the professional development of junior team members, and work closely with managers to ensure client satisfaction, compliance, and efficient operations. 

Key responsibilities: 

• Manage client portfolios – Oversee the day-to-day administration of trusts, companies, and foundations in line with service agreements
• Deliver high-quality documentation – Draft and review trustee resolutions, board minutes, payment instructions, filings, and agreements
• Ensure compliance – Handle client onboarding, due diligence, AML/CFT requirements, KYC updates, and regulatory filings
• Support and mentor others – Guide, train, and share knowledge with Associates and Trainees, setting a strong example in accuracy and service
• Drive operational excellence – Identify opportunities to streamline workflows, support billing processes, and maintain audit-ready records

Key skills and requirements:

• A number of years of experience in fiduciary, trust or corporate administration
• Working toward a relevant qualification such as STEP or CGIUKI (Chartered Governance Institute UK & Ireland, formerly ICSA)
• Strong understanding of offshore structures and basic fiduciary principles
• Good written English and attention to detail in document preparation
• Experience working with multiple jurisdictions or family office clients (desirable)