Due to growth within the business our client is seeking two individuals for these exciting new permanent full-time positions. The roles involve assisting senior staff in dealing with the daily administration of a defined portfolio of clients, in an efficient, accurate and timely manner. As part of a structured induction programme and ongoing training, you will learn the general administrative tasks relating to Trust and Company administration, whilst aspiring to achieve a first level, relevant trust qualification. The ideal candidates will hold a minimum of 5 GSCEs, including Maths and English at C grade or above and competent IT skills with accuracy and attention to detail.
Our client provides specialised international financial services, operating in multiple jurisdictions, focusing on results, valued relationships, and celebrated successes. If this sounds like your kind of company, then consider this opportunity to become part of a collaborative team of professionals at a world-leading, independent offshore Bank and trust company. You will ensure the control function of Group Trust is operated in accordance with relevant regulations, codes, policies and best practice and oversee the Financial Crime and/or Fiduciary Review Processes to ensure that periodic reviews are undertaken within specified deadlines. The ideal candidate will be STEP qualified, or equivalent and have 10+ years’ experience in trust and company administration.
This is a fantastic new permanent full-time opportunity for an individual to begin their career in a small but ambitious company. You will assist in the administration of a portfolio of Trusts and Companies, assist with the upkeep of corporate records for all companies and trusts and prepare minutes and resolutions and other statutory documents. The ideal candidate will be happy to study for industry qualifications such as STEP or CGI (ICSA) and is proficient with IT systems.
If you have experience of leading a team and dealing with complex structures, then this permanent full-time opportunity could be what you are looking for! The role will involve presenting to potential clients and outlining trust and fiduciary structures as well as overseeing and collaborating in the design, marketing, promotion, delivery and quality of trust products and services. This is not a Board appointed role. The individual will be a fully qualified professional (ACA, ACCA, CIOT, STEP, ICSA) and have 10+ years’ experience working at a senior level as a Trust and Fiduciary expert.
We have an excellent opportunity for a motivated individual looking to start a career in Corporate Services to join our client’s fantastic team in delivering an excellent service to an attractive portfolio of clients. This is an ideal chance to be part of a highly experienced team and develop in a supportive environment.
If you are STEP qualified and have 5 years' experience in Trust and Company administration, then this could be the perfect new permanent full-time opportunity for you. Duties will include ensuring periodic reviews are undertaken within specified deadlines, identifying any risk or compliance issues that arise as a result of the review and to monitor these through to clearance and re-evaluating the risk rating of customers under review and re-assigning the rating, if appropriate. The ideal candidate will also have in-depth knowledge of Guernsey AML regulations, Trustee and Director responsibilities.
Our client is seeking a highly motivated professional with at least five to ten years’ experience in managing a portfolio of clients including company and trust structures to join their Private Wealth & Corporate Services office in Jersey. You will be responsible for the day to day administration of a portfolio of fairly complex client cases. You will also liaise with client and intermediaries, asset managers and other third parties and assist in developing new business opportunities. The ideal candidate will have comprehensive knowledge of and a proven track record in offshore fiduciary services along with excellent communication, time management and organisational skills.
Our client is seeking two Trainee Administrator to join their Real Estate Funds team. You will provide excellent levels of client service and filing service in line with company standards, procedures & guidelines by maintaining / updating client documentation accurately and take responsibility for own personal development, in line with agreed annual performance objectives. The ideal candidate will be studying towards or a willingness to study for a professional qualification such as ICSA Certificate in Offshore Finance Administration and STEP Foundation Certificate in International Trust Management.
Our client is a global leader in providing trust and corporate services. They are seeking a skilled trust and corporate administration specialist with experience in handling corporate documents, portfolio reviews and compliance matters. The ideal candidate will have a minimum of 2-5 years’ experience working within the trust, financial services industry. If you are a proactive, driven individual, this might be the perfect opportunity for you!
Our client is a leading provider of fund administration and outsource services. You will be required to ensure client records are clearly and accurately updated with all correspondence, communicate openly and honestly with clients on a regular basis as well as establish good relationships with your clients and team. A minimum of 2-5 years of working experience within the trust, financial services industry, with the willingness to undertake professional qualifications i.e. ICSA/ STEP.
Our client is seeking a Trust Officer, to join their friendly team on a permanent full-time basis. You will organise daily workloads and where appropriate, the workload of junior staff to ensure an efficient and effective service to clients, you will help to maintain a good team spirit and staff morale by providing support and guidance to junior staff, assisting in their development. The ideal candidate will have previous relevant experience in a trust officer role and sound technical knowledge of trust and some knowledge of tax.
Our client is seeking a Senior Analyst, Investment, to join their Fiduciary and Pension Division on a permanent full-time basis. You will be assisting with the implementation of the Balanced Scorecard, Formulating plans for achieving business objectives over a performance period, anticipating potential problems and taking pre-emptive action. The ideal candidate will have a good attention to detail and work in line with team requirements to ensure a high quality of work is consistently produced by the team.
Our client is seeking a Senior Trust Administrator to join their team to assist senior members of the team with the management of a portfolio of ultra high net worth trust and company clients. The ideal candidate will be experienced and will be STEP qualified or studying towards a professional qualification suited to this profession.
A Jersey based company servicing local and international clients for over two decades and who strive to provide only the best for their greatest asset [their people], have a newly formed Trust Officer at mid to senior level opportunity. This is an excellent and rare chance to utilise your skills and experience while working with a varied portfolio of local and international clients, who require accounting and fiduciary services.
Our client has a new opportunity for a Trust Administrator, to join their Client Services team on a permanent full-time basis. You will need 1 year trust administration experience, further details to follow. Get in touch by email or phone to find out more.
Itchyfeet are working on a fantastic opportunity for a Client Services Administrator to join our client’s friendly team on a permanent full-time basis. You will be involved with all aspects of retirement products administration, as well as reporting to the relevant management team. Duties will include updating Viewpoint and other relevant systems, preparing trustee minutes and dealing with all retirement product requests including the collation of all relevant information. The ideal candidate will have a minimum of 5 GCSE qualifications including English and Maths, 2-3 years’ experience in a financial services role and a good working knowledge of how to operate Microsoft Word, Excel and Outlook. Experience of pension administration is desirable.
Our client is seeking an Senior Administrator / Assistant Manager, to join their Share Plan Team on a permanent full-time basis. You will be a secondary point of contact for their clients and will be responsible for helping to maintain positive client and intermediary relationships. The suitable candidate will be able to work to tight deadlines and under pressure, have excellent accuracy and attention to detail and the ability to work in a fast-paced environment with multiple priorities. You will also hold, or be willing to work towards a relevant professional qualification such as ICSA / ACCA.
Our client is seeking an Administrator, Family Office to join their friendly team, on a permanent full-time basis. You will deliver a high level of administrative support to the team and administer, under supervision, a small number of simple, straight forward and non-contentious cases in line with the defined business activities. The ideal candidate will be studying towards or have a willingness to study for a professional qualification such as COA, ICSA, STEP, ACA / ACCA, have previous office experience and a basic understanding of the local finance industry.
A new and exciting opportunity has arisen for a self-motivated, organised and driven individual with a positive can do attitude to join our client’s Private Wealth team, on a permanent basis, as an Administrator. The successful candidate will have 2-3 years' experience in the finance industry, with strong academic background, ideally working towards or holding a professional qualification such as ICSA or STEP. This is a fantastic opportunity for someone who is seeking professional development in a fast-growing and rewarding environment.
Our client is seeking two Administrators to join their growing team on a permanent full-time basis to administer a client portfolio, under the supervision of a Senior Administrator. You should be able to demonstrate a clear understanding of the client's portfolio, including risk awareness, relationship management and contractual and statutory obligations. You will manage your own billing and cash collection / debtors, process and minimise write-offs where possible and check, maintain and ensure accuracy of the central diary system relevant to the client portfolio managed, ensuring deadlines are recorded and subsequently achieved. The successful candidate will have a year’s experience in the finance industry, not necessary trust, excellent planning and organisation skills with a flexible approach to work.
Do you hold a professional qualification such as ACCA / ICSA / ACA or equivalent, and have trust administration experience? Our client is seeking a Manager to join their Private Client Services team on a permanent full-time basis. You will administer and monitor a varied client portfolio including managing own billing, reviewing client structures and checking, delegating and monitoring the work of your team members amongst other trust related and team management duties. The ideal candidate will have demonstrable cross jurisdictional trust administration experience, a clear understanding of risk awareness, relationship management, contractual and statutory obligations and excellent written and verbal communication skills.
Our client is seeking a Client Portfolio Manager, to join their professional team, on a permanent full-time basis. You will administer a portfolio of complex client entities, act as line manager to a small team of company administrators and ensure all work is carried out competently to a high professional standard by providing technical assistance and guidance to team members.
This full time role involves regular interaction with all members of the Family Office (FO) Team, Accountants, Compliance Officers and various external business contacts, including banks, investment houses, lawyers and external accountants. You will provide an efficient, professional administrative support service, assisting with KYC/CDD information collation and system input for client take-on and handle documentation and resolutions with regard to transactions and restructures. The successful candidate will be educated to undergraduate qualified level and ideally have some experience in the offshore and / or onshore financial services industry. Additionally, you’ll have advanced skills in Microsoft Excel, Word and basic PowerPoint, with good numeracy and a good commercial awareness alongside solid administration experience.
In these amazing permanent full-time opportunities, the successful candidates will efficiently deliver a first class service to the satisfaction of clients, advisors and Directors by taking responsibility for a portfolio of clients including day-to-day administration. Flexible / part time hours and the option to work from home can be discussed, and trainee candidates with 1 years’ trust experience will be considered. Duties include but are not limited to the management of clients’ affairs and their portfolios autonomously and developing client and intermediary relationships. This is an exciting opportunity to join a growing team and develop new ways of working, where you will have the opportunity to input into the evolution of the business processes on an ongoing basis. The ideal candidate will have strong communication and organisational skill, be proactive and able to work to their own initiative.
This is an exciting opportunity to join a growing team as a Senior Trust Officer, on a permanent full-time basis. Duties will include acting as a “B” signatory, providing technical advice, coaching and guidance to colleagues, and the efficient day-to-day management of affairs for some of the more complex clients of the Company unsupervised, but always in accordance with the terms of appointment and in line with group procedures. The ideal candidate will have a strong level of technical knowledge and detailed knowledge of regulatory requirements, relevant professional qualifications and have the strategic competence and ability to maintain strong awareness of market trends in fiduciary products and services.
Our client is seeking a Senior Administrator to join their friendly team on a permanent, full-time basis. You will be responsible for providing high quality administration for a portfolio of corporate and fiduciary clients with particular emphasis on the client service aspects of the business, delivering excellent client service levels at all times. You'll be involved in the full life cycle of the clients, including the client take-on process and all aspects of the ongoing administration of the client. The successful candidate will have a solid academic background together with a relevant professional qualification such as STEP or ICSA and a good working knowledge of Microsoft desktop software. Knowledge of specialist software e.g. Document Management Systems (Worksite) and Viewpoint will be advantageous.
A brilliant opportunity has arisen for an Assistant / Administrator, Corporate Services, on a permanent full-time basis. You will provide support and assistance in the day-to-day administration of a varied portfolio of Employee Benefit Trust structures, increase an understanding of the mechanics of trust and share plan administration and the main identifying features in employee benefit trust work. This position will suit someone working towards a professional qualification such as ICSA, ACCA or STEP, with good organisational skills and diligence in all aspects of the job.
Our client is seeking a Training and Change Manager, Global Operations, to join their friendly team, on a permanent full-time basis. You will be tasked with developing and delivering systems training initiatives for the firm, to ensure that all teams have the technical knowledge and training for them to leverage the business’ systems as part of delivering services to their clients. The ideal candidate will be educated to degree level and/or a relevant professional qualification, hold 5+ years’ experience within the trust and corporate services industry and have good verbal and written communication skills.
Our client is seeking an Assistant / Trust Manager, to join their friendly team, on a permanent full-time basis. Duties will include attending to client needs in a timely manner, taking responsibility for the administration of a varied portfolio of trusts, companies, foundations and other entities. You will prepare resolutions and minutes as well as regularly reviewing WIP. The successful candidate will hold a Level 4, formal qualification or other related university/tertiary qualification, have 6+ years’ trust and company administration experience exhibiting supervisory ability/leadership qualities, as well as a comprehensive understanding and technical knowledge of TCB administration, legislative, compliance and regulatory requirements along with an awareness of the tax implications of various structures.
Our client is seeking a Client Relationship Manager, to join their dynamic team on a permanent full-time basis. Duties will include arranging, attending meetings and drafting minutes, preparing documentation to support transactions, updating the central database system and assisting with filing income tax returns. The ideal candidate will have a minimum of 2 years’ experience in a similar trust administration role or be studying towards a relevant professional qualification.
Do you hold a professional qualification such as STEP or ICSA and have 3 – 5 years’ experience working in a similar support role? Then this permanent full-time opportunity could be what you are looking for, managing the Review team and undertaking periodic client reviews for Jersey clients covering Trust Company Business, Investment Business and Fund Services Business. Ideally the individual will also have a track record within the offshore financial services industry with experience of the administration of funds, trusts and company structures.
This fantastic new opportunity will see you dealing with all aspects of the administration relating to Corporate Trusts, International Pension Plans, Employee Benefit Trusts, Share Plans and Deferred Compensation Plans for our client. Duties will include processing periodic trust reviews, assisting with the preparation of Trustee minutes, assisting with the review of accounts / approved fund ranges and preparing payments. This is a client facing permanent full-time role.
As a Senior Corporate Officer you will administer and take responsibility for a portfolio of corporate structures and support the corporate services team to provide a first class service to clients, intermediaries and other stakeholders. The corporate services team provide services to a wide range of global clients including private, listed and regulated entities, across many different industries, including full management of companies, registered office, company secretarial services and corporate governance. The role is permanent and full-time and the ideal candidate will hold a relevant professional qualification (such as STEP or ICSA), have 4+ years’ experience in either corporate or fiduciary work and will demonstrate a high level of client service skills.
Our client is seeking an Administrator, Corporate / Private Wealth to join their team on a permanent full-time basis. You will take direct administrative responsibility for a portfolio of trusts, companies and other wealth structures ensuring that first class service is provided to all clients, intermediaries and other stakeholders in support of a client service team, headed by a Client Director. The role holder will work with the support of their line management to identify and mitigate risk across their span of control and will be responsible for supporting their team, particularly those more junior than themselves. The ideal candidate will hold or be studying towards a relevant professional qualification (such as STEP or ICSA), have 1 – 3 years’ relevant experience and be self-motivated and focused on exceeding targets.
Itchyfeet Recruitment are working on a fantastic new permanent, full-time opportunity for an individual to act as client support to assist their client administrator or client manager with the less complex administration on clients according to their ability and complexity, passing all correspondence through to the administrator/manager prior to review by the director for authorisation and communicate with clients or intermediaries. The ideal candidate will have 2+ years’ office administration experience.
Our client is seeking an Associate Director with exceptional relationship management, business development and leadership skills. You will become a Board member of the firm’s Group Trustees and subsidiary entities, where you will regularly review procedures and if appropriate, recommend changes to the procedures in place to reflect any regulatory changes, whilst acting as a “B” signatory for client companies and a representative for the trustee of client trusts. The ideal candidate will be a Graduate in a relevant field and hold a professional qualification e.g. ICSA, STEP, ACA and or ACCA, have 10+ years’ experience in the Trust and Corporate industry, including experience at senior management level.
Our client is seeking Junior Administration Support Officer, to join their friendly team, on a permanent full-time basis. You will be preparing paperwork for payments, including backup, maintaining bank accounts, including any forms the bank need from time to time, and updating internal client data on the database (Acumen). The ideal candidate will have 1- 2 years’ experience in Trust or Company administration, good attention to detail and be able to manage multiple tasks at the same time. An enthusiastic school leaver will also be considered.
Our client is in search of a Trust Administrator to assist with the administration of a mixed private client portfolio, containing property holding structures, investment vehicles, image rights and potentially EBT's to ensure that the client’s needs are met. Duties will include but not be limited to attending to client needs whilst maintaining a knowledge base of assets and activities of the administered entity, assisting with the administration for a portfolio of various entities, keeping their profiles up to date, preparing minutes and processing bank transfer instructions. The suitable candidate will be working towards a professional qualification, has 3+ years’ administration experience, good client care skills and a great attention to detail.
Are you professionally qualified in STEP, ICSA (Governance Institute), ACA or similar, with 10+ years’ in the TCSP industry with 2+ years in a management position? If yes then this Trust Manager position could be for you! You will be responsible for the day to day management of a complex and varied portfolio of clients whilst working alongside the Management team to supervise & oversee the delivery of Client Services. The role requires supervisory, coaching and leadership skills in managing the team. In return you will receive an excellent remuneration package, including a parking space!
Are you looking for the next step in your career within funds? Our client is looking for a candidate with 1-2 years’ experience in fund administration, ideally private equity, with a focus on company/board administration to join their team. The role is to provide support and assistance to a team of fund administrators in the provision of professional fund administration services to a variety of entities. If you have a solution driven attitude, exceptional interpersonal skills and a great team spirit, this could be the perfect role for you!
We have a fantastic opportunity for an individual to join a specialist team of administrators that cater for the needs of wealthy families and family offices. This role will involve managing a portfolio of private wealth clients, covering a variety of trust structures. The ideal candidate will have previous experience in a similar role and be working towards a professional qualification ideally ISCA or STEP. If you have a proactive, forward thinking approach this could be the perfect role for you!
We have a fantastic new role for an individual to join a forward thinking independent financial services provider to support a team with their day to day administration of a portfolio of client company and trust structures, ensuring that an efficient and high-quality service is delivered to their clients at all times . The role is really varied, no two days will be the same. If you have strong interpersonal and communication skills, excellent written and verbal English, including a confident telephone manner, this could be the ideal opportunity for you!
This new and exciting opportunity is suitable for a STEP/ICSA (part) qualified professional who will be joining a busy team dealing with private clients. The successful candidate will provide an exceptional level of service to the relationship officers in South Africa who service the underlying client base as well as those clients the business service directly. Strong written and verbal communication skills are essential as well as the ability to work accurately and reliably with high attention to detail.
Our client is seeking a Trainee Corporate Officer to join their friendly team on a permanent full-time basis. You will assist and support the firm’s Corporate team with the administration of a wide-ranging portfolio of corporate clients to maintain a consistent and high standard of service. You will also ensure all correspondence and other communications are attended to professionally and promptly to streamline communication within the Jersey office and across the wider Group. Duties will include drafting emails for senior team members to send, photocopying scan, along with assisting and supporting with clearing review points. The ideal candidate will be happy to undertake relevant professional qualifications, have excellent communication verbal and written skills and a good attention to detail.
Itchyfeet Recruitment are working on this permanent opportunity for a Trust Manager, to join our client’s professional team to deliver a high quality trust and company administration service. Duties will include managing and developing a complex portfolio of company and trust structures, preparing resolutions and minutes as required, assisting with the completion of all budget calculations and ensuring that team targets are met. The ideal individual will have a good understanding of all the relevant laws of the local jurisdiction, understand the basic features of investment products and have the ability to demonstrate effective communication skills.
Our client is seeking a client administrator, to join their corporate services department on a permanent full-time basis. You will work closely with the small team to provide high quality support to clients through general administration, payment processing, basic bookkeeping, and compliance-related duties. You will be exposed to all areas of international company management and client service, as well as learning from experts in other areas of the business to provide integrated solutions across the group. The successful candidate will hold or be studying towards a relevant professional qualification, preferably ICSA certificate level or equivalent.
Our client is seeking an Assistant Manager, to join their Client Services team, on a permanent full-time basis. You will be responsible for providing high quality administration for a portfolio of corporate and fiduciary clients with particular emphasis on the client service aspects of the business, delivering excellent client services levels at all times, whilst assisting in developing a team of motivated and highly proficient administrators, providing technical support and training. The ideal candidate will hold a relevant professional qualification (such as STEP or CGI), have solid experience in corporate, trust and fiduciary services and good working knowledge of Microsoft desktop software.
Our client is seeking a Senior Administrator to join their Private Wealth, Corporate Services team, on a permanent full-time basis. You will provide dedicated support and transactional management to a number of clients, which includes organising and attending client meetings, drafting minutes and resolutions, attending to statutory filings, maintaining statutory records and coordinating the timely signing of documentation. Our client is interested in candidates with strong academics (bachelor’s degree or equivalent) and working towards or already hold a professional qualification i.e. ICSA or STEP, who are motivated to achieve excellence for the client and team. Sound technical professional services knowledge, including applicable statutory laws and other related legal and regulatory requirements is a must in addition to excellent written and verbal communication skills and attention to detail.
Itchyfeet are working on a fantastic new senior opportunity for an individual to act as Head of Risk and Compliance for all licensed local entities run by our client, reporting directly to the Managing Director and Board of Directors. You will act as a member of the committees of the company (including but not limited to the Ex-co and client Channel Islands Risk Committee and act as the Data protection Manager, establish a formal strategy to counter money laundering and financing of terrorism, whilst reviewing and signing off on new business. The successful candidate will hold an ICA International Diploma in Governance, Risk and Compliance, have 10+ years’ experience, demonstrate professional discretion, judgement and pragmatism, and show clear thinking in management of procedures that identify and manage such risks.
A new and exciting opportunity has arisen for an Assistant Administrator, to join our client’s Treasury Services Department on a permanent basis. In this role, you will be providing bookkeeping for all cash accounts, performing reconciliations as required, producing statements with regard to cash portfolios and securities, assisting in reconciling client cash statements and valuations and preparation of account opening documentation. This is a fantastic opportunity to join an employer who will provide you with the training, support and guidance to develop your career.