• Client / structure data management in a timely manner as required; accuracy of core data on all relevant databases.
• 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;

Skills required:

• Compliance with all policies
• High quality external communication
• Implementing, following and maintaining relevant operating procedures

The role supports the Manager in overseeing the team’s financial reporting, reviewing work produced by junior staff, and maintaining high quality accounting records in line with relevant standards and regulations.

Responsibilities:

• Service a portfolio of closed-ended private equity funds and related structures
• Obtain transaction information from internal and external contacts, extract the required accounting data and ensure all transactions are accurately recorded
• Ensure all accounting records and files (physical and digital) are kept up to date.

Skills required:

• 5 years of experience in a similar role.
• Hold or be working towards a relevant professional qualification (e.g. ACCA, ACA).
• Strong practical understanding of bookkeeping and accounts

 The role provides high-quality administrative support, coordinating day-to-day activities and maintaining accurate records to keep operations organised and compliant. It includes managing a portfolio of client entities, completing client and investor periodic reviews, supporting compliance monitoring and preparing reports for boards and regulators. 

Responsibilities:

• Maintain accurate, up-to-date records with strong focus on data integrity and internal obligations.
• Conduct testing as part of Compliance Monitoring Programmes for regulated client entities.
• Prepare six‑monthly compliance reports for client entities for presentation at relevant board meetings.

​Skills required:

• At least 2 years’ relevant finance industry experience within an offshore financial services organisation.
• Fair understanding of client administration and fiduciary services.
• Good knowledge and understanding of the local finance industry, legislation and regulatory requirements.

The Senior Fund Administrator is responsible for the day-to-day administration of a diverse client portfolio, delivering proactive, attentive and high-quality service under the guidance of a line manager.

Responsibilities:

• Administer a varied portfolio of clients, taking ownership of day-to-day activity and ensuring all actions are organised, timely, diligent and accurate.
• Maintain a thorough understanding of each client’s activities and ensure administration is conducted in line with constitutional documents and fee agreements, and all relevant laws and regulations.
• Liaise professionally with clients, investors, advisers, managers, custodians, auditors and other stakeholders to ensure smooth administration and unified service delivery.

​Skills required:

• A good knowledge and understanding of the local finance industry, legislation and regulatory requirements in the environment in which we operate.
• A basic understanding of client financial statements.
• Possess a strong commitment to client service excellence.

As an Associate, you’ll support the administration of a varied portfolio of trusts, companies and foundations, working closely with Senior Associates and Managers to deliver exceptional client service.

Responsibilities:

• Assist with the day to day administration of trusts, companies and foundations
• Ensure work is completed in line with agreed service standards and regulatory requirements
• Draft trustee resolutions, board minutes, agreements and payment instructions

​Skills required:

• 2+ years’ experience in fiduciary, trust or corporate administration
• Working towards (or keen to start) a relevant professional qualification such as STEPCGI
• A good understanding of offshore structures and fiduciary principles

You'll have a varied and interesting workload working with a range of Information Services professionals. You'll contribute to designing, creating, and deploying enterprise-scale data analytics solutions, playing an important role in transforming our data into valuable insights that drive business decisions.

Responsibilities:

• Building and maintaining data pipelines for efficient data extraction, transformation, and loading (ETL/ELT) processes
• Developing data models and transformation processes (we primarily use WhereScape Red alongside Microsoft Fabric tools, including Synapse SQL Data Warehouse, Notebooks, and Data Pipelines - but experience with any modern data platform is valuable)
• Supporting our Data Warehouse implementation, working to ensure data quality integrity, and security

​Skills required:

• SQL proficiency - you should be comfortable writing queries and have an understanding of database concepts
• Experience with or strong interest in data warehousing concepts
• Some programming experience. 

In this role you will work as part of a dedicated Portfolio Management team to construct, manage and monitor investment portfolios for a wide and varied client base (individuals, institutions and funds) to achieve financial goals whilst balancing risk and return.

Responsibilities:

• Using systems, tools and knowledge to define and implement investment strategies based on clients’ risk tolerance, financial goals and investment horizons.
• Ensure investment portfolios aligned with client objectives and market conditions.
• Identify, assess and manage risks associated with investments.

​Skills required:

• Experience of managing portfolios at scale
• Demonstrated success in client service and contribution to business performance.
• Experience in client administration and regulatory compliance.

The individual will be part of the finance team reporting to the Group Financial Controller  and will be responsible for supporting the GFC in maintaining the financial records for all jurisdictions. 

Responsibilities:

• Manage and oversee the purchase ledger for each operating entity.
• Oversee the reconciling of the bank accounts.
• Deliver WIP reporting to enable the business to effectively manage its income and maximise revenue.

​Skills required:

• Qualified Accountant preferably with 1-2 years PQE
• Advanced excel reporting skills.
• PowerBI skills an advantage.

You’ll lead the Operations function, supporting the delivery of services for client structures.

Responsibilities:

• Guide and develop your team through regular check-ins, feedback and technical coaching
• Identify risks, strengthen controls and work with internal and external partners to resolve issues
• Drive improvements to processes and procedures to increase efficiency and quality across operations.

​​​​Skills required:

• A relevant professional qualification (e.g. accounting qualification or equivalent)
• Proven experience leading teams within financial services, with exposure to trust, operational or finance environments
• Knowledge of trust and company structures and associated accounting practices

This is an opportunity for an experienced trust professional to provide high-level administration services to a portfolio of private client trust and company entities. Some line management will be expected within a small and supportive team.

​​​​Skills required:

Attention to detail, strong time management and organisational skills are essential with an ability to meet deadlines.

To manage a portfolio of private wealth relationships and day to day service delivery expectations and to provide assistance to the Trust Manager in the efficient management of a section.

Responsibilities:

• Have a detailed understanding of the principles and practices of offshore structures.
• Demonstrated ability to manage and maintain client relationships in accordance with KPIs and standards.
• Demonstrated ability to take responsibility for all work, and all work delegated to administration team, including the prioritisation of workload and ability to meet deadlines at all times.

​​​​Skills required:

• 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.

To oversee the management of the day-to-day running of a portfolio of offshore companies and trusts dealing with a wide variety of tasks which will range in complexity.

Responsibilities:

• Day to day duties will include:-
• Statutory work – ensuring that statutory records are kept up to date and are accurately maintained at all times
• Reviewing and approving payments

​​​​Skills required:

• Educated to ‘A’ Level standard, or equivalent
• A minimum of 5 years’ relevant experience
• Achieved or be studying towards a relevant professional qualification i.e. STEP Certificate/Diploma

The Senior Legal Counsel will be a core member of the in-house legal team. The role holder will provide legal advice to the Board and Senior Management, and work closely with client-facing employees and external advisers in relation to legal matters arising in the day-to-day administration of complex high-value fiduciary structures.

Responsibilities:

• Provide legal advice in relation to trust, tax and company law, and support Client
• Administration teams (predominately Client Directors and above) in the technical drafting of trust instruments and contractual agreements.
• Manage and oversee the work of junior Legal Counsel and play a key role in their personal development.

​​​​Skills required:

• Previous experience held in private practice or in house legal within a similar trust business.
•  A good understanding of the Codes, guidelines, and expectations of the JFSC.
•  Knowledge of trust and company law and (ideally) UK

Associate to provide technically sound legal advice on a range of issues, whilst building and maintaining productive relationships with clients and intermediaries.

Responsibilities:

• Support senior fee earners by providing technically sound legal advice directly to clients with appropriate supervision.
• Deliver chargeable hour's budget.
• Manage 'work in progress and debt' in accordance with business standards.

​​​​Skills required:

• Qualified Lawyer, ideally at NQ – 2 years PQE level.
• Excellent academic background, including 2:1 at degree, plus Commendation/Distinction at LPC (or equivalent).
• Experience from a relevant law firm environment, ideally within a Magic/Silver Circle firm (or equivalent).

A senior client-focused role responsible for managing high-value portfolios, leading and developing teams, driving business growth, and ensuring strong performance, compliance, and operational excellence in line with strategic objectives.

Responsibilities:

• You’ll support the Senior Manager in fostering a strong client service and business development culture by consistently demonstrating the organisation’s values
• You’ll take ownership of a high-value client portfolio, applying advanced technical expertise to ensure high-quality service delivery
• You’ll lead and manage a Client Administration Team, ensuring efficient oversight of client portfolio administration and team performance

​​​​Skills required:

• You hold an ICSA or CGI Diploma qualification, or another relevant professional qualification in fund or fiduciary services.
• You have a strong understanding of the laws and regulations related to Fund Services Business.
• You demonstrate solid knowledge of industry best practices in fund and company administration.

To assist with the onboarding of new entities and/or transfers in, working closely with colleagues and, as necessary, with the central onboarding team. In particular the post holder is expected to work with the other departments to ensure that our data is accurate and compliant with our regulatory obligations.

Responsibilities:

• Assist with data reconciliation and exception reporting, including weekly audit report of Acumen and weekly outstanding source of funds.
• Assist with and provide cover for Jersey Registry submissions and management of the data held in Acumen and at the Registry.
• Administration of the Banking platforms.

​​​​Skills required:

• A minimum of 5 years’ relevant experience.
• Educated to ‘A’ Level standard or equivalent.
• Relevant professional qualification (i.e. STEP or CGI) would be preferable.

Under the supervision of a senior team member the successful candidate will be expected to work independently, acting as the primary day to day contact to deliver a range of administration services to a varied portfolio of clients and related entities.

Responsibilities:

• Process and approve bank payments, reconcile payment logs, and ensure accurate record-keeping.
• Manage invoicing processes, including the production and circulation of invoices, fee collection and managing debtor positions.
• Monitor WIP and billing, ensure fee agreements are adhered to, and undertake fee reviews where necessary.

​​​​Skills required:

• 4–6 years’ relevant experience in the finance industry is preferred, within Private Wealth or trust and fiduciary administration.
• Strong academic background; Bachelor’s degree or equivalent preferred.
• Working towards or holding a relevant professional qualification such as STEP or ICSA.

You’ll support and develop a high-performing team, identify opportunities to enhance efficiency, and contribute to the delivery of a first-class finance service across the business.

Responsibilities:

• Oversee operational activities in relation to accounts payable, accounts receivable and bank account management.
• Maintain a cohesive working environment where the team delivers reliable and professional service to internal and external clients.
• Act as the escalation point for issues relating to financial operations transactions, resolving matters promptly and putting in place preventative measures.

​​​​Skills required:

• Experience operating at manager level within a professional services or partnership environment, with a strong background in leading operational finance teams.
• Proven experience managing accounts payable and accounts receivable functions, ideally within a law firm or other professional services setting.
• Understanding of client money requirements or willingness to develop this knowledge.

• 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 all aspects of company secretarial matters, including preparation of agendas, collation and distribution of board packs, and minutes for board meetings.

​​​​Skills required:

• Positive, personable, self-motivated and a willingness to learn.
• Understanding of the requirements of quality client service.
• Excellent numeracy and computer literacy skills are essential.

You'll be working closely with the Jersey Head of Private Wealth on the ongoing development and management of the local Private Wealth services business

Responsibilities:

• Oversee the administration of the teams portfolio of trust and corporate clients, and ensure all client relationships and transactions are managed efficiently and to a high standard.
• Ensure that your team members have an understanding of what transactions they are working on, provide technical support and training to them as and when required.
• Maintain CPD levels required for your role

Skills required:

• Proven trust and corporate managerial and administration experience
• You'll hold a relevant professional qualification (such as STEP or CGI)
• Having knowledge of a Jersey company's, AML, economic substance and tax legislation and experience in the Jersey annual corporate and tax filings

The role will support the development and maintenance of the Group Risk Framework, working closely with Risk teams, as well as engaging with stakeholders across the wider business.

Responsibilities:

• Liaise and co-ordinate with third party providers, for example Internal Audit and Risk Consultants.
• Work closely with the Risk Associate Director to develop appropriate controls to mitigate risk, including supporting the business in developing and implementing system controls.
• Perform analysis of risk reporting to identify any trends/issues.

​​​​Skills required:

• This role would suit a candidate with a variety of skills to include excellent Trust and Company experience.
• Strong communication skills and be adept at building relationships across the business.
• Understanding of the broad spectrum of risks facing the sector; including but not limited to data security, people related, regulatory risk, etc.

To support the Local Business Service Manager in delivering high-quality accounting and financial reporting services to a portfolio of clients, with a growing focus on financial services entities (investment funds, SPVs, private client structures) alongside established local commercial clients. The role also contributes to client development, mentoring the other team members, efficiency improvements, and technical quality, supporting the firm’s strategic objective to expand the business generally and its financial services offering.

Responsibilities:

• Manage a portfolio of accounting clients including local trading and commercial businesses, SPVs, holding companies, private client vehicles and potentially, investment funds and related structures.
• Prepare and review:
• Financial statements (FRS 102, IFRS where applicable).

​​​​Skills required:

• Review work prepared by junior staff.
• Ensure outputs are technically accurate, consistent with internal quality standards and delivered on a timely basis.
• Support audit readiness (where clients are audited externally).

You will act as Deputy Key Person (DMLCO, DMLRO and DCO) for the company and it's entities and play a central role in overseeing compliance arrangements across a diverse portfolio of entity types. These include managed trust company businesses, money services businesses, managed fund entities, regulated funds, Jersey Private Funds and entities supervised under Schedule 2 of the Proceeds of Crime (Jersey) Law 1999.

Responsibilities:

•  Prepare and deliver MLCO reports and statistics including analysis and review for quarterly governance meetings.
•  Review, maintenance and delivery of Compliance Monitoring Programmes.
•  Review and maintenance of Policies and Procedures, including up keep of the index and version control.

​​​​Skills required:

• Recognised industry professional qualification e.g. ICA
• Minimum of 10 years in a financial services environment, preferably with relevant management experience.
• Good IT skills, including practical experience of Microsoft Outlook, Word and Excel

This role holds significant responsibility for the prevention, detection, and reporting of financial crime risks As Senior Manager – Compliance, you are accountable for the delivery of compliance services to the regulated and supervised client structures.

Responsibilities: 

• To serve as Compliance Officer (CO), Money Laundering Compliance Officer (MLCO), and Money Laundering Reporting Officer (MLRO) for regulated and/or supervised client entities.   Review and update on AML/CFT/CPF Strategies and Business Risk Assessments. 
• Preparation and delivery of MLCO reports and statistics including analysis and review for quarterly governance meetings.  
• Review, maintenance and delivery of Compliance Monitoring Programmes.  

​​​​Skills required:

• Minimum of 10 years’ experience in Compliance, or relevant experience within fiduciary/funds environments.  
• To hold or be actively studying towards a recognised compliance qualification (e.g. ICA).  
• Sound understanding of Jersey’s AML/CFT/CPF regime and regulatory environment, including JFSC Codes of Practice. 

• Ensure up to date and accurate book-keeping of all assigned Irish fund structures.
• Preparation of quarterly reporting files required for regulatory reporting to the Central Bank of Ireland on fund and SPV structures.
• Work under supervision and close co-ordination of wider onshore Ireland fund accounting team.

​​​​Skills required:

• Ensure up to date and accurate book-keeping of all assigned Irish fund structures.
• Preparation of quarterly reporting files required for regulatory reporting to the Central Bank of Ireland on fund and SPV structures.
• Work under supervision and close co-ordination of wider onshore Ireland fund accounting team.

• To become skilled at administering trusts and personal financial structures on a daily basis,managing their bank accounts and arranging transactions.
• To understand how to manage companies, opening and administering bank accounts as required, develop an appreciation of the content, function and legal requirements in relation to statutory accounts and financial information
• To liaise with the trustee’s advisers, professional intermediaries and financial institutions on a regular basis, providing assistance as necessary and delivering a professional level of service in an accurate and timely manner.

As a Senior Associate, you will be able to work independently and as part of the wider team and effectively manage files with minimal input from partner or other senior fee earners, taking responsibility for day to day matter management end to end, re-prioritising as required to meet client and partner expectations.

Responsibilities:

• Ensure clients are fully informed as to the fees and disbursements that will incurred on each matter and provide updates as required
• Be accountable for the coaching and development of more junior members of staff, including the supervision of trainees as and when required
• Identify and pursue peer to peer business development opportunities, including opportunities for cross referrals.

​​​​Skills required:

• Qualified Lawyer with typically 5+ years of PQE, with an excellent academic background, including 2:1 at degree, plus Commendation/Distinction at LPC (or equivalent).
• Experience from a relevant law firm environment, ideally within a Magic/Silver Circle firm (or equivalent) demonstrating good, consistent performance over the last two financial years, prior Jersey experience ideal but not essential. 
• Excellent drafting and written communication skills. 

Under the supervision of a senior team member, the successful candidate will be expected to work independently, acting as the primary day to day contact for their clients, to deliver a range of corporate administration services to a varied portfolio of clients and related entities, managing the related workload to ensure that client requests for actions are responded to within a suitable timeframe.

Responsibilities:

• Managing the formation and ongoing administration of a portfolio of companies.
• Liaising with clients and third parties such as lawyers, auditors, bankers and investment managers as required.
• Transaction management, including organising and attending client meetings as required, drafting minutes and resolutions, attending to statutory filings in accordance with applicable deadlines, maintaining statutory records and coordinating of the timely signing of documentation.

​​​​Skills required:

• 4-6 years’ relevant experience in the finance industry preferred, for the Senior Administrator level.
• Strong academic background, Bachelor’s degree or equivalent preferred. Working towards or holding a professional qualification such as the Chartered Governance Institute UK & Ireland's Level 4 / 5 International Finance and Administration qualification (formerly ICSA).
• Excellent written and verbal communication skills. 

You’ll lead a Client Support Services function in our Trust and Fiduciary Services that enables a high-quality, end‑to‑end client experience. This is a senior leadership role focused on service excellence, strong operational control, and a culture of responsible risk management. You’ll work closely with relationship teams, operations, risk and compliance, and colleagues across locations to ensure services are delivered efficiently, safely, and consistently.

Responsibilities:

• Build a high-performing, inclusive culture with clear accountability and strong engagement.
• Coach and develop managers and specialists; strengthen capability, resilience and succession planning.
• Own service quality and client outcomes across the client lifecycle, ensuring a consistent and professional experience. 

​​​​Skills required:

• Proven senior leadership experience in a regulated client service, fiduciary, trust, or operational environment.
• Relevant professional qualification (or equivalent experience) in trust and company administration, operations, risk, or a related discipline.
• Strong understanding of trust and fiduciary services in a regulated environment (principles, risks, and client expectations).

The Assistant HR Manager will build strong relationships with key stakeholders and contribute to the development of HR initiatives that support business growth, employee engagement, and organisational change.

Responsibilities:

• Manage the full employee lifecycle including onboarding, probation, performance management, learning and development, and offboarding etc.
• Lead new joiner onboarding processes and develop tailored induction programmes for a seamless integration into our workplace culture.
• Maintain HR systems data ensuring timely updates and accurate reporting.

Skills required:

•  Promote the use of learning platforms and encourage a culture of continuous learning and development.
• Consider ways in which HR processes can be streamlined and improved to add more value in other areas.
• Provide HR systems training to new joiners as part of the onboarding process.

In this role, you’ll support the administration of institutional client portfolios, deliver high quality service, and contribute to a growing international client base. Occasional travel to other offices or client sites may be required.

Responsibilities:

• You’ll lead by example, embodying our Group Values while delivering exceptional client service and driving operational efficiency across your portfolio.
• You’ll support and mentor junior team members, sharing your expertise and helping them grow while overseeing their work to ensure quality and compliance.
• You’ll take ownership of client relationships, attending meetings, managing correspondence, and proactively identifying opportunities for growth and improvement

Skills required:

• You bring at least 5 years of fund administration experience, backed by a relevant professional qualification (like ICSA) and active CPD.
• You have strong knowledge of Jersey’s finance industry and a solid grasp of fund services business duties and regulations.
• You’re highly organised, detail-oriented, and able to manage multiple priorities under pressure while meeting tight deadlines.

Responsible for the administration of a portfolio of companies, trusts and other entities ensuring that the affairs of the clients are managed in accordance with the relevant laws and the standard of client services

Responsibilities:

• Assisting with the update of client statutory records and statutory database/registers
• Assisting in the opening of bank accounts (including minute preparation
• Completing and inputting time in the time billing system on a daily basis

Skills required:

• Minimum 5 GCSE’s (or equivalent) with English & Mathematics at Grade C or above
• Minimum 1 years’ experience in an administrative role ideally within Fiduciary Services
• Holds or is open to undertaking a relevant Professional Qualification e.g. STEP, CGI, ACCA

As a key member of the Client Accounting and Reporting team, you’ll help manage the financial records and reporting for multiple client entities.

Responsibilities:

• Take hands-on responsibility for bookkeeping and accounts production across a portfolio of client entities, ensuring deadlines and client expectations are met.
• Prepare and/or review management accounts and financial statements (unaudited and audited), applying the appropriate accounting standards (FRS 102, FRS 102 Section 1A and IFRS as relevant).
• Maintain accurate client ledgers, ensuring all transactions are supported by appropriate source documentation.

Skills required:

•  Holds a professional accounting qualification (ACA, ACCA or equivalent) with at least 5 years of relevant industry experience.
• Proven experience in a Real Estate accounting role, with extensive exposure to offshore trusts, company structures and partnerships at both PropCo and HoldCo levels.
• Strong practical understanding of FRS 102, FRS 102 Section 1A and IFRS.

In this busy team you will take direct administrative responsibility for a complex portfolio of trusts, companies and other wealth structures

Responsibilities:

• Take responsibility for the administration of a portfolio of complex trust and company structures.
• Maintain the highest standards of administration, including the periodic production of reports and analyses for third parties.
• Draft and prepare documents such as minutes and resolutions as appropriate.

Skills required:

• Will hold or be studying towards a Table 5 qualification.
• Proven experience in trust and company administration, financial services or a legal services environment.
• Sound knowledge of the regulatory framework and Microsoft Office.

In this busy team you will take direct administrative responsibility for a portfolio of trusts, companies and other wealth structures.

Responsibilities:

• Take responsibility for the administration of a portfolio of trust and company structures.
• Maintain the highest standards of administration, including the periodic production of reports and analyses for third parties.
• Draft and prepare documents such as minutes and resolutions as appropriate.

Skills required:

• Holds or is studying towards a Table 4 qualification.
• Proven experience in trust and company administration, financial services or a legal services environment.
• Sound knowledge of the regulatory framework and Microsoft Office.

As Trust Officer, you will assist and support the Trust team with the administration of a wide-ranging portfolio of companies, trusts, and foundations to maintain a consistent and high standard of service.

Responsibilities:

• Create and maintain effective working relationships with colleagues both in the immediate department and across jurisdictions.
• Assist senior team members with administrative duties such as preparing for board meetings, drafting client emails, and supporting the timely processing of payments.
• Pro-actively assist with the administration of a portfolio of Companies, Trust and Foundations carrying out day to day administration tasks.

Skills required:

• Experience working in a similar role within a financial services firm.
• Good attention to detail with the ability to work to deadlines.
• Studying towards or holding a relevant professional qualification, with the flexibility and a willingness to learn.

You will lead and contribute to initiatives that ensure high-quality and consistent delivery of the client compliance service offering across the Jersey cluster. 

Responsibilities:

• You’ll lead financial crime risk oversight as MLCO, ensuring robust AML/CFT compliance, advising boards on obligations and emerging risks, and overseeing the effectiveness of the MLRO.
• You’ll design, implement, and continuously improve risk‑based Compliance Monitoring Programmes, delivering clear, accurate reporting to client governing bodies.
• You’ll support and execute the client compliance programme across a portfolio, ensuring consistent application of frameworks, tools, technologies, and regulatory standards.

Skills required:

• You have a strong academic background with a recognised compliance qualification and a solid understanding of relevant legislation (including AML/CFT/CPF), Codes of Practice, and supervisory expectations within Jersey’s Trust and Funds sector.
• You can design and execute risk-based compliance monitoring programmes, supported by strong analytical, numeracy, and monitoring skills, with familiarity in Virtual and Digital Assets as an advantage.
• You confidently engage with boards, senior stakeholders, and regulated professionals, demonstrating clear, concise, and professional written and verbal communication.

• Responsible for the administration needs of a complex range of private capital structures (funds and corporates) and associated structures and ensuring provision of exceptional service levels and client experience for clients and related parties throughout the whole life-cycle.
• Ensuring the accuracy and up to date status of client data held underpinning our records, decision making and communications.
• Proactively manage KPI management across all allocated client relationships to the expected standard, ensuring subsequent activities are dealt with efficiently and accurately. Effectively manage the operation of the team to ensure a positive and expeditious approach to all client work, provide technical guidance and take responsibility for the quality of the team’s output.

Skills required:

• Act as an authorised signatory in accordance with policies and procedures.
• Manage the flow of tasks and new business to team members with the appropriate skills and experience.
• Minimum 6 years’ funds experience and must have demonstrable experience of working in a funds environment, ideally at manager level.

To support the delivery of a high-volume and technically complex portfolio of recurring and ad hoc accounting obligations across multiple regulated structures.

Responsibilities:

• Prepare accurate annual financial statements for complex structures in accordance with IFRS and FRS 102, ensuring delivery within agreed deadlines.
• Coordinate the completion, review, and timely sign-off of annual accounts by directors.
• Maintain general ledgers, including monthly bookkeeping and annual transaction processing, to support distributions, cash flow monitoring, and reporting requirements.

Skills required:

• Strong understanding of trust, company, and fund structures, together with the associated accounting principles.
• Self-motivated and capable of working independently, accurately, and effectively under pressure.
• Excellent communication, teamwork, and interpersonal skills, with the ability to build strong working relationships with colleagues, clients, and other stakeholders.

 This role will play a key part in the preparation of group consolidations and statutory financial statements, ensuring compliance with IFRS and supporting the wider business with technical accounting expertise.

Responsibilities:

• Preparation of group consolidation and financial statements (IFRS), Jersey & UK financial statements

• Support in managing the global audit process; managing relationship with external auditors

• Challenging processes used in the group consolidation, accounts preparation and audit process to identify and implement any improvements to efficiency and control

Skills required:

• Audit background preferred but not essential for the right candidate

• ACA/ACCA/CIMA qualified or part qualified

• In depth working knowledge of IFRS

The purpose of this role is to deliver client accounting deliverables for private equity, private credit and/or real estate fund structures.

Responsibilities:

• Reviewing a range of financial transactions processed by Junior Accountants;
• Bookkeeping financial transactions for a defined portfolio (more complex than for Junior Accountants);
• Preparing bank reconciliation and general ledger reconciliation;
• Preparing Treasury and liquidity reporting;
• Bridging facility management and compliance reporting;

Skills required:

• Studying towards an accounting qualification (ACA/ACCA/CIMA)
• Prior experience in illiquid alternative investment funds administration, such as private equity, private debt and/or real estate funds is preferred.
• Awareness of Technical accounting for Private Capital Funds (e.g FRS 102) preferred

The purpose of this role is to deliver client accounting deliverables for private equity, private credit and/or real estate fund structures

Responsibilities:

• Reviewing a range of financial transactions processed by bookkeepers;
• Reviewing bank reconciliation and general ledger reconciliation;
• Treasury and liquidity reporting;
• Bridging facility management and compliance reporting;

Skills required:

• ACA/ACCA qualified or at final stage of qualification (final exams) – 3 years PQE +
• Prior experience in illiquid alternative investment funds administration, such as private equity, private debt and/or real estate funds.
• Experience of the use of Allvue, Investran or eFront an advantage

To be responsible for providing support and assistance to the Trust Officers and Senior staff with the administration of a varied portfolio of trusts and companies.

Responsibilities:

• Have direct client contact at an appropriate level
• Respond to telephone calls, facsimiles and e-mails received, alerting Client Managers/Directors to all important items
• Use time management to ensure that all tasks are completed within an appropriate period
• Review investment portfolios of all trusts and companies in portfolio
• Liaise with Investment Brokers, Investment Managers, intermediaries and third parties at an appropriate level
• Carry out monthly checks on the accounts of entities under administration, preparing periodic reports and valuations and dispatching to clients
• Prepare basic trust resolutions and company minutes as required
• Complete as required payment instructions
• Report any unusual requests from clients to a Senior Trust Officer or Supervisor/Client Manager or /Directors

Skills required:

• This role requires a working knowledge of the system/process/operating environment, and may have specific responsibility for a clearly defined section or sub-section of work
• Independence and initiative in the arrangement of immediate work priorities is required to react to changing priorities

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 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.  

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.

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.

• Assist the MLRO with the facilitation and or delivery of Financial Crime related training.
• Assist the MLRO to monitor satisfactory completion of Pre-Screening / trigger event screening of Employees.
• As delegated by the MLRO, attendee of committees.

Skills required:

• Hold or be studying towards an ICA qualification  
• Previous SAR / DMLRO experience
• Have a good understanding of the Risk & Compliance environment

To work closely with the Client Directors and their Team to ensure all client service functions are delivered efficiently and on a timely basis, taking specific responsibility for a larger portfolio of clients, including more complex clients.

Key Responsibilities:

• Administering a portfolio of trusts, companies, and foundations including liaising with Clients, banks and investment managers as and when required.
• Maintaining a day-to-day relationship with your Clients including attendance at Client meetings and delivery of finalised transactions.
• Maintaining a highly relevant understanding of Imperium’s policies and procedures and codes of conduct, and ensuring all administration is undertaken in accordance with those policies and procedures.

Skills required:

• Capable of registration as a Category C Employee under the JFSC Trust Company Business Code of Practice Schedule 1.
• At least four years relevant experience.
• Either holding or working towards a Table 4 qualification.

To work closely with the Client Directors and their Team to ensure all client service functions are delivered efficiently and on a timely basis.

Key Responsibilities:

• Assisting in the administration of a portfolio of trusts, companies, and foundationsincluding liaising with Clients, banks, and investment managers as and when required.
• Maintaining a highly relevant understanding of Imperium’s policies and procedures and codes of conduct, and ensuring all administration is undertaken in accordance with those policies and procedures.
• Maintaining a full understanding of, and adherence to, all applicable legislation and regulations, particularly AML/CFT laws.

Skills required:

• Willing to work towards a Table 5 qualification
• Based in Jersey.
• A willingness to develop knowledge of relevant regulatory requirements applicable to Jersey Trust Company Business.

Key Responsibilities:

• Own and discharge MLRO responsibilities, including SAR decision-making and external reporting
• Ensure operational adoption of best practice AML/CFT/CPF and compliance controls through monitoring, oversight and remediation.
• Champion a strong compliance culture across the business
• Act as appointed MLRO with full responsibility for the receipt, assessment, and external reporting of Suspicious Activity Reports (SARs)
• Maintain and oversee the SAR framework, including reporting, documentation and governance
• Input into the development, review and enhancement of policies, procedures and controls
• Oversee the delivery of a risk-based Compliance Monitoring Programme
• Identify control deficiencies, agree remedial actions and track to closure, escalating overdue or material issues
• Support regulatory submissions, notifications and ongoing engagement as appropriate to the matter
• Provide technical AML/CFT/CPF advice to colleagues and senior stakeholders
• Support gap analysis, remediation programmes and compliance projects

Qualifications and Skills required:

• Relevant professional qualification in compliance / financial crime, such as ICA Diploma or equivalent; or,
• Qualification consistent with Table 4 status or ability to satisfy the relevant competency expectations for the role
• Minimum of 5 – 7 years of experience in financial services compliance preferably in Jersey
• Experience of working with AML/CFT/CPF legislation and the JFSC AML Handbook
• Experience of working within a Trust Company business and / or Fund Services business
• Experience of managing suspicious activity reports (SARs) and financial crime reporting
• Previous MLRO experience, Deputy MLRO experience, or demonstrable readiness to step into an MLRO appointment
• Judgement Jedi: You cut through noise and complexity to make smart, timely decisions. When the pressure’s on, people trust your instincts and your reasoning.
• Pressure-Proof Performer: Competing priorities don’t rattle you. You stay focused, flexible and in control, even when everything feels urgent
• Stakeholder Communicator: You communicate with clarity and confidence, tailoring your message so senior stakeholders stay informed, engaged and aligned
• Integrity Icon: You do the right thing, even when it’s uncomfortable. Armed with sharp professional scepticism, you question, probe and verify before taking anything at face value
• Challenge Champion: You’re confident challenging constructively, influencing senior voices with calm authority and well-reasoned arguments
• Ownership Operator: If it’s yours, it’s really yours. You take responsibility from start to finish and see things through until they’re properly done
• Commercially Savvy, Regulator-Smart: You understand the commercial realities but never lose sight of regulatory expectations, striking the balance that keeps the business moving safely and sensibly

To ensure the completeness and integrity of client ledgers through the timely and accurate review of all accounting transaction. Where necessary input accounting transactions onto the relevant accounting system. Timely completion or review of annual financial statements for an allocated portfolio in accordance with applicable accounting standards (IFRS, US GAAP, FRS 102) and internal policies and procedures

Responsibilities:

• Assist and work collaboratively with the other Accountants and Management Team on day-to-day accounting tasks and matters in respect of their client portfolios

• Provide timely responses to Fund Accounting queries and highlight any risk issues that arise

• Display commitment to deliver excellent client service, operational effectiveness and efficiencies in all assigned tasks

Requirements:

• Holds a relevant accounting qualification

• Preferably a good understanding of the Finance Industry

• Working knowledge of Microsoft packages including Excel, Outlook and Word

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.

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

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

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.