You will support the Client Compliance Lead in the delivery of the client compliance programme for supervised clients. 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.

The role will support the Funds team in providing company secretarial and corporate governance services to a varied and exciting portfolio of clients.

Responsibilities:

• Providing Company Secretarial support to Jersey domiciled fund structures
• Ensure client entities comply with Jersey law, relevant fund regulations and constitutional documents
• Prepare board meeting agendas and board materials

Skills required:

• Excellent written and verbal English
• 5 years’ experience in company secretarial, corporate governance or fiduciary role within a fund administration team or business
• CGI qualified or be working towards industry recognised qualification

As part of the Funds & Corporate Services team, the successful candidate will be involved in all aspects of fund administration at a senior level, including valuations, timely processing, developing internal procedures, legal, regulatory and compliance requirements.

Responsibilities:

• Administration of a specific client base of funds, management companies and associated fund structures
• Liaising with and acting as a first point of contact for clients, investors and other connected parties.
• Co-ordination of client board meetings

Skills required:

• 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.

Support and deliver the firm’s marketing strategy across multiple jurisdictions, aligning activity with commercial priorities.

Responsibilities:

• Delivers a broad range of marketing activity across campaigns, brand, communications, events and digital channels, adapting to evolving business needs.
• Works across multiple workstreams simultaneously, supporting priorities across jurisdictions and service lines.
• Manages the Group's social media presence, with a focus on LinkedIn — including content, scheduling, engagement and performance reporting.

Skills required:

• Excellent written and verbal communication skills across varied audiences and formats.
• Strong working knowledge of LinkedIn, email marketing platforms and similar tools.
• Proficient in design tools such as Canva; confident in PowerPoint.

The Group Company Secretary will be responsible for the governance framework and company secretarial matters for the Group (covering various jurisdictions).

Responsibilities:

• Maintain/provide CDD of the Group 
• Maintain/provide structure charts as required.
• Maintain corporate calendar of events of the Group and Operating Companies 

Skills required:

• Relevant Qualification e.g. ICSA Chartered Governance Professional (CGP) or equivalent qualification. 
• Previous experience in a relevant role within Financial Services  
• Good knowledge of Company Secretarial practices and Guernsey Company Law 

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.

The Trainee Accountant will support the accounting function in delivering high-quality financial reporting and operational outputs across a diverse portfolio of entities, including venture capital funds and associated structures.

Responsibilities:

• Perform monthly bookkeeping and transaction processing across multiple entities
• Maintain general ledgers, including posting journals, accruals and adjustments
• Assist in preparation of monthly and quarterly management accounts

Skills required:

• Strong academic background.
• Excellent numerical and analytical skills.
• Strong attention to detail.

The role will support the wider Trust and Corporate Services team in servicing a varied and exciting portfolio of clients.

Responsibilities:

• Providing assistance to the administrators and client management team.
• Preparing draft minutes and resolutions for entities under management (companies, limited partnerships and trusts.)
• Preparing payments on electronic banking systems and by written instruction when required, ensuring at all times there are sufficient funds available and full back up documentation is provided to the authorisers

Skills required:

• Excellent written and verbal English
• Good time management and the ability to prioritise workload
• Working knowledge of Outlook, Word, Excel, etc.

 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

As a Manager of the Funds and Corporate Division in Jersey, you will lead and manage a growing administration team and work directly with the Client Service Director and department head to support the expansion of the business line and its service offering. 

Responsibilities:

• Manage, mentor, and develop team members, fostering a high-performing and supportive team culture.
• Deliver consistently high-quality client services across all mandates.
• Ensure team timesheets are completed daily, ensuring accuracy and appropriateness.

Skills required:

• Experience operating at Manager level in a corporate and/or fund administration environment 
• Currently in a management role or have recent experience managing a team 
• A relevant professional table 4 qualification recognised by the JFSC, such as STEP/ICSA Diploma (now CGI), ACCA or an applicable Law/Accountancy degree

To manage one of our private client administration teams, undertaking a primary client relationship role with a number of complex/significant clients as well as managing and providing technical support and guidance to a team of administrators.

Responsibilities:

• Have a detailed understanding of the principles and practices of offshore trusts, companies, and related structures.
• Have the experience of dealing with multi-layered structures.
• 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:

• A proven track record in handling complex offshore fiduciary issues.
• A proven track record in client relationship management.
• Good interpersonal skills for dealing with staff, intermediaries, and clients.

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.

• Support the Senior Manager of the team in fostering both a client service mentality and strong business development culture at all levels by personally demonstrating the cultural values of the business. 

Key Responsibilities:

• Take personal responsibility for a high value Client Portfolio, requiring a senior level of technical ability.
• Manage to the highest standard a Client Administration Team who have overall responsibility for the administration of a Client Portfolio.
• Support the Senior Manager in ensuring that all business KPI’s for your Client Portfolio are effectively managed, controlled achieved in accordance with our ongoing business requirements.

Skills required: 

• ICSA or STEP Diploma qualified or other relevant professional qualification.
• Good understanding of the relevant laws relating to ‘Fund Services Business.
• Good understanding of industry best practice in relation to Fund and Company administration.

• 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

The Trainee Administrator supports the team in administering a small portfolio of clients, contributing to the smooth running of day-to-day administrative activities. The role will predominately involve servicing one large UHNW client structure. 

Key Responsibilities:

• Undertake general administrative tasks as required to support the team, ensuring all work is completed in line with Accuro policies and JFSC regulatory requirements.
• Assist with the preparation, checking and processing of payments and associated checklists.
• Support the preparation of board packs, meeting materials and draft minutes.
• Maintain accurate client records, including data input and updates within Business. 
• Central and other internal systems.

Skills required: 

• Motivated and eager to learn. 
• Strong attention to detail and accuracy. 
• Good organisational and time management skills. 

About the role/Purpose of the role:

• Supporting, informing, and advising directors of the restrictions, compliance and responsibilities imposed on them by the Company’s articles of associations, Companies (Jersey) Law 1991 (the Companies Law).

Key Responsibilities:

• Oversee periodic and ad hoc external requests for documentary records.
• Organising board and committee meetings as required.
• Preparation of meeting agendas with the chair including board and committee packs and advising management on content and organisation of board papers and presentations for meetings

Skills required:

• Holds a relevant professional qualification (ICSA/STEP Diploma)
• Must have entitled to work status in Jersey (i.e. minimum 5 years in Jersey).
• Experience in using Quantios (Dynamic 365) and eDocs (document management system) (preferred but not essential as training will be given).

The successful candidate will manage a small team of Navision specialists based in the Shared Services Centre (SSC) in India, acting as the primary subject-matter expert for Navision globally, partnering with Finance, IT and senior stakeholders to drive system enhancements, underpin the data and reporting strategy, and support the broader finance transformation agenda.

Key Responsibilities:

• Serve as the global owner and subject-matter expert for Microsoft Dynamics NAV / Navision across all finance modules (GL, AP, AR, Fixed Assets, Cash Management, Costing)
• Maintain system integrity, chart of accounts structure, and master data governance within Navision.
• Define and enforce finance system policies, controls and access management protocols.

Skills required:

• Minimum 5–7 years of hands-on experience with Microsoft Dynamics NAV / Navision in a finance-facing role, with at least 2 years in a management or team lead capacity.
• Proven experience managing offshore or shared services teams, ideally in an SSC or captive centre environment.
• Strong understanding of core finance processes: general ledger, accounts payable/receivable, fixed assets, bank reconciliation and period-end close.

• Manage the annual board and committee forward planner and meeting calendar, including scheduling and logistics across different time zones.
• Plan and run board and committee meeting processes end to end including interaction with chairs, production of agendas, timely issue of board packs and meeting attendance.
• Draft skeleton/agenda minutes before all meetings and update them clearly and accurately to capture decisions, key discussion and actions and circulate them promptly.

Skills required:

• You will have demonstrable experience providing end to end support to boards and committees ideally gained from time spent in an in-house governance or secretariat function within a regulated financial services or listed environment.
• Full CGI qualification advantageous. If you are not yet fully qualified, we will fund and support you to complete the CGI Qualifying Programme.
• Legal experience or training (particularly in company law) is advantageous.  

•  Plan and run board and committee processes end to end, including agenda preparation, board packs and meeting support.
•  Draft and maintain accurate minutes, ensuring decisions, discussions and actions are clearly captured and circulated promptly.
•  Maintain core governance documentation including constitutional documents, reserved, matters and committee terms of reference.

Skills required:

• Proven experience within an in house governance or company secretarial function, or strong corporate law experience with an interest in governance. 
• Demonstrable knowledge of governance frameworks, company law requirements and board processes.
• Confidence in engaging with senior stakeholders, with sound judgement and discretion.

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.

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 small portfolio of less 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 highly relevant understanding of 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:

• At least two years relevant experience.
• Either holding or working towards a Table 5 qualification.
• Strong task and diary management skills with a focus on task completion and delivery.
• Good interpersonal skills with the confidence to approach people at all levels of seniority.

Knowledge, Skills and Experience

• Excellent communication skills, with the ability to liaise with internal teams at all levels.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and data management tools
• Familiarity with Anti- Money Laundering regulations and procedures is an advantage, but not required.
• Strong attention to detail with excellent organisational skills.
• Ability to manage multiple tasks and prioritise effectively in a fast-paced environment.

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

Key Responsibilities:

• Provide technical advice and support on multi-jurisdictional complex trust and company matters to clients, client relationship teams and senior managers
• Manage key client relationships
• Provide firsthand guidance, training and mentoring of staff
• Maintain active control for WIP, billing, debtor management and ensure all are maintained within the accepted guidelines
• Support the adoption of best practice standards, frameworks and methods being deployed by support functions
• Contribute to the effective financial management of projects
• Proactive awareness necessary to ensure effective and efficient day-to-day management of the business
• Identify opportunities to sell collaborating with the Business Development team to service growth strategy
• Maintain acceptable levels of CPD

Skills required:

• Trusts & fiduciary expert (the deep-technical kind): You really know your way around trusts and offshore fiduciary planning, and you know how to put that expertise to work in the real world.
• People-smart communicator: You combine clear, confident communication with strong people awareness, building effective, trusted relationships with clients, intermediaries and internal delivery teams alike.
• All-round fiduciary operator: Just as comfortable managing relationships as you are getting into the detail of controls, processes and governance, exactly what’s needed in a business that’s scaling.
• Commercially sharp: You instinctively understand what matters commercially and use that insight to make sound, value-adding decisions.
• Credible, organised and hands-on: Disciplined and well-structured, with the presence to influence and the flexibility to roll up your sleeves when needed.
• Natural business developer: You spot opportunity, build momentum and convert relationships into sustainable growth.

Qualifications and Experience

• A recognised professional qualification such as ACA, ACCA, ICSA, STEP
• A minimum of ten years of experience in a relevant financial services environment
• Proven experience operating successfully at Director / Senior Manager level within a similar Fiduciary provider

Key Responsibilities:

• Produce an annual business development plan / go-to-market strategy with a business development calendar / travel plan.
• Ensure the targeted business is within the strategic risk appetite.
• Focus on a sales process that maximises the conversion rate on enquiries generated.
• Ensure Dynamics is utilised fully and consistently updated so that MI is maximised and up to date.  
• Own Pitch Portal and overall responsibility for the preparation of proposals for new business.
• Generally, act in a manner that builds and maintains strong productive relationships.
• Maintain existing intermediary relationships and build new ones, reporting on the same via Dynamics and providing support to them throughout the onboarding journey.
• Draft proposals / emails / engagement letters for prospective clients.
• Prepare and assist in the delivery of external sales presentations as required, including the preparation of pitch documents and key onboarding documents.
• Coordinate and on occasions attend external meetings with new and existing contacts to support business development efforts.
• Ensure new clients are informed of due diligence and other new client acceptance requirements.

Skills required:

• Table 4 Qualification.
• At least 10 years of experience within a Trust company business, preferably international.
• To undertake relevant training to meet all regulatory requirements and professional standards, including, but not limited to, specific AML / CFT / CPF / cyber training.
• Proven experience in business development, marketing, or a combined commercial leadership role.
• Strong track record of achieving revenue targets and landing strategic clients.
• Experience developing and delivering integrated marketing strategies.
• Exceptional communication, negotiation, and presentation skills.
• Strong analytical skills with the ability to translate insights into actionable strategies.
• Proficiency in CRM systems, digital marketing tools, and analytics platforms.

Possess basic understanding of applications and infrastructure systems in order to identify, analyse and resolve a variety of technical issues in order to provide first level support services for all lines of business. Possess a polite phone demeanour and have the ability to give clear direction to non technical customers. Research, track, log and update support tickets. Generate report and assist Operations Centre staff on other issues / duties as needed.

Key Responsibilities:

• Ensure all user applications and infrastructure requests and calls for applications and infrastructure assistance are logged in a timely manner. Remain aware of the importance of accurate logging and coding of logged issues to facilitate subsequent management analysis.
• Provide 1st line support for both local and remote staff over the phone and, if necessary, desk side. Where necessary escalate to the appropriate internal or contracted external 2nd and 3rd line support. Keep users regularly informed of call status either by phone or email. Keep the Operations Centre Manager appraised at all times of any critical issue or user concern/complaint.
• Review at least daily the progress of calls and requests you have logged, raising any concerns regarding a failure to meet agreed service level provision with the Operations Centre Manager.
• Perform troubleshooting and fixing of desktops, laptops, printers, scanners, and other computer peripherals.
• Ensure all System changes are authorised and is undertaken in accordance with the prevailing Change Control Policy.
• Raise any risks identified with the Operations Centre Manager.
• Support the monitoring and response to system alerts.
• Occasionally work non-business hours providing system and application support. Cover for other Operations Centre colleagues in their absence.
• Maintain the equipment asset register and support the auditing and tracking of Operations assets.
• Build good working relationships with all business users and share knowledge with other members of the Operations Centre team.
• Appreciate the needs of business users and help your team manager align applications and infrastructure services to meet these in the most appropriate and cost effective way.
• Ensure support requirements, issues and actions are communicated in a flexible and adaptable manner depending on situation/individual concerned.
• Undertake any other task as requested by the Operations Centre Manager or Associate Director as required.
• Such other duties as the management may at times reasonably require. 

Financial Reporting:

• Support the preparation of weekly and monthly KPI reporting across all jurisdictions.
• Assist in data collection, validation, and analysis to ensure accurate reporting.
• Help maintain dashboards and performance metrics used by senior leadership.

Technology & Workflow Support:

• Contribute to the rollout and implementation of new financial workflows and systems.
• Assist with testing, documenting, and embedding new technology solutions across the Group.
• Provide first-line support for system issues or process queries within the FinOps team.

Integrations & Change Projects:

• Support the integration of new offices and acquired businesses into the Group finance platform.
• Assist with data migration, system onboarding, and process alignment activities.

Finance Administration & Data Management:

• Carry out general finance administration tasks to support the global team.
• Ensure accurate data entry and maintenance of financial records.
• Help manage shared inboxes, trackers, and recurring FinOps tasks.

Skills & Experience

Essential:

• Strong numerical, analytical, and problem-solving skills.
• High attention to detail and accuracy in data handling.
• Good working knowledge of Excel and an interest in developing advanced skills.
• Strong communication skills, with the ability to work with teams across multiple jurisdictions.
• Motivated, eager to learn, and comfortable working in a fast-paced environment.

Beneficial (but not required):

• Experience working with financial systems or reporting tools (e.g., Power BI).
• Previous exposure to finance, accounting, or data analysis.
• Interest in automation, new technology adoption, or process improvement.

Personal Attributes

• Proactive, curious, and willing to ask questions.
• Strong organisational skills and the ability to manage multiple tasks.
• Collaborative team player with a positive approach to change.
• Comfortable working with data and new systems.

Career Development
This role offers excellent progression opportunities within the Global FinOps team. The successful candidate will gain exposure to group-wide reporting, financial systems, automation, process optimisation, the integration of new locations, and cross-jurisdictional finance operations. Support for relevant professional qualifications (e.g., AAT or ACCA foundation level) can be discussed.

• Continue the client development strategy in coordination with the law firm
• Undertake business development activity alongside the broader team to deliver the client development strategy and income growth targets
• Support and demonstrate excellent client service, leading and motivating the Private Wealth team, providing coaching and development support as required
• Work closely with peers in other jurisdictions, sharing best practice, coordinate activity and resources
• Continuous review of changing market requirements and service improvement opportunities
• Maintain a strong relationship with the law firm resulting in seamless client service, product development and service enhancements
• Contribute to marketing activity including client briefings, internal product training, evaluation of trends and support the social media strategy
• Reinforce the Group Vision and the use of lean management/continuous improvement tools to support sustainable, incremental business improvements
• Develop content for relevant policies and procedures and wider Knowledge Management utilising the existing infrastructure
• Where required, working with the Head of Risk, obtain relevant regulatory approvals

Skills, Knowledge and Expertise

• A strong background with a minimum of 10 years in private wealth services
• Considerable practical experience, supported by a relevant professional qualification such as STEP, CGI, ACCA
• Hands on experience in managing private wealth engagements, including growing existing and new client relationships as part of relevant BD activity
• Demonstrated ability to build and lead a strong motivated team by providing guidance, feedback and day to day direction
• Strong client service mentality, with extensive technical skills in the relevant service delivery
• Self-driven and willing to take on responsibility with the ability to keep resilient under pressure
• In-depth knowledge of Fiduciary administration operations
• Knowledge of regulatory environments, with experience of liaising with the relevant regulators
• Excellent collaboration skills through strong stakeholder management
• Proven ability to influence, negotiate and communicate with internal and external customers through verbal and written formats
• Good understanding of LEAN/Six Sigma and/or general continuous improvement tools, ideally with a relevant accreditation
• Proven diagnostic and problem solving skills, drawing to conclusions to achieve the best outcome for the business
• Technically advanced, always striving to make best use of available systems

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

• Lead client portfolio delivery by managing complex client structures, supporting fee reviews, ensuring strong client service, and contributing to commercial targets such as revenue, WIP, debtor days, and cash collection.
• Support and deputise for the Manager in driving team performance, overseeing the Client Administration Team, contributing to business development, and supporting smooth onboarding of new business.
• Develop people and culture by mentoring junior staff, holding development conversations, fostering a strong client‑service mentality, and supporting recruitment efforts.
• Strengthen governance and risk management by embedding risk frameworks, ensuring compliance with regulations and internal policies, monitoring processes, and escalating issues when necessary.
• Build strong internal and external relationships to enhance client retention, identify cross‑selling opportunities, drive operational excellence, and contribute to wider Group initiatives.

Skills required:

• Professional qualification such as ICSA or STEP Diploma, with at least 5 years of relevant industry experience and strong knowledge of trust, company administration, fiduciary duties, and applicable laws across relevant jurisdictions.
• Strong technical capability including the ability to interpret trust and company legal documents, good numeracy and analytical skills, and a solid understanding of taxation impacts on structures.
• High attention to detail, accuracy, strong IT proficiency, and the ability to work under pressure, manage deadlines, and contribute effectively to team workflow.
• Strong interpersonal, communication, and relationship‑building skills, with the ability to collaborate, motivate others, support colleagues through change, and demonstrate resilience and integrity.
• Commitment to continuous self‑development, high self-awareness, and adherence to best‑practice standards, risk awareness, equality, and diversity in all aspects of work.

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

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.

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

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.

• 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. 

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.