Showing jobs 1 to 50 of 135.
The Assistant Manager will oversee a portfolio of trusts and corporate structures, ensuring the effective administration and management of all processes involved. This role involves day-to-day management, including cash management, payments, and the exercise of discretionary powers. The Assistant Manager will maintain meticulous records, review and monitor investment portfolios, and ensure chargeable time is accurately recorded, with timely invoicing for the team. Monitoring aged debtors for payment is also a key responsibility. The ideal candidate will act as a primary or backup relationship manager for various clients, and will seek opportunities to develop and enhance these relationships. Additionally, involvement in client meetings and follow-up on action points will be essential. Effective utilisation and supervision of junior employees will contribute to the overall success of the team. Click here to read more
This role is designed to assist the Policy Servicing Supervisor within the Policy Servicing Department, ensuring the effective delivery of services to clients and Independent Financial Advisors (IFAs) through the processing of requests within specified servicing times. The position is permanent, full-time, and involves a commitment to providing excellent customer service and administrative support. The Senior Administrator will play a pivotal role in maintaining high service standards, adhering to regulatory requirements, and fostering a team environment. Responsibilities include mentoring new team members, monitoring workload, and collaborating with technical areas to resolve complex issues. Strong written and verbal communication skills are essential for liaising with clients and stakeholders. The role will require a keen eye for detail, a proactive attitude towards problem-solving, and a willingness to develop and adapt within the team. Click here to read more
The role of Senior Administrator, Client Services involves supporting team members under the guidance of the Client Services Associate Director. Responsibilities include accurately dealing with all issues and administrative tasks in accordance with the strategic plan, regulatory requirements, the firm’s service levels, and organisational standards to meet client expectations. The Senior Administrator will manage a portfolio of Real Estate clients, where knowledge of limited partnerships is advantageous. Key duties include assisting in the management and review of investments and client assets, preparation of meeting minutes and resolutions, processing financial transactions such as dividends, distributions, and loans, and maintaining company and trust records, including client due diligence. Participation in ad hoc projects and committees is expected, along with providing accurate time recording to ensure the correct fee income is achieved. Additionally, contributions towards the maintenance and improvement of internal customer efficiency are essential. Click here to read more
The role of Manager, Client Services involves acting as a director for Client services, collaborating with other directors to ensure compliant management of client companies. This position requires the successful candidate to ensure adherence to all legislative and regulatory requirements, thereby promoting the highest standards of client relationship management. The manager will be responsible for a portfolio of Real Estate clients, and familiarity with limited partnerships will be advantageous. Trust and company administration services will be provided for an allocated caseload, primarily consisting of medium to high-risk multi-jurisdictional high net worth clients, in alignment with the strategic plan and regulatory requirements. Additionally, the successful candidate will contribute to the maintenance and improvement of internal customer relationships, ensuring effective communication and support for personal development. Accurate time recording is essential to derive the correct fee income. Click here to read more
The role involves administering support alongside other team members under the guidance of the Client Services Manager. Key responsibilities include dealing accurately with all issues and administrative tasks in alignment with the strategic plan, regulatory requirements, service levels, and organisational standards to meet client expectations. The Administrator will assist with the management of a portfolio of client companies and trusts and contribute to the review of investments and related documentation. This position requires the preparation of minutes and resolutions, opening and managing client bank accounts, and undertaking relevant statutory filings. The role also involves processing financial transactions such as dividends, distributions, and loans while maintaining accurate company and trust records. In addition, the Administrator will assist in collating client data for regulatory and internal reporting, supporting the overall improvement of internal customer efficiency. Click here to read more
This role involves providing comprehensive administrative support within a dynamic environment, focusing on a diverse portfolio that includes Ultra High Net Worth Individuals, Family Offices, and Charities. The position requires collaboration with an experienced team member, allowing for tailored solutions across various Trusts, Companies, Foundations, and Asset Holding Structures. The successful candidate will work flexibly without rigid divisions based on client type or geography, presenting an exceptional opportunity to manage a varied workload while gaining extensive insight into the Private Wealth sector. Responsibilities will involve the formation and administration of portfolios, liaising with clients and third parties, managing bank payments, and ensuring compliance with relevant regulations. Candidates will have the chance to engage in rigorous process analysis and contribute to improvements that enhance client experience. This is a full-time role that promises professional growth in a supportive environment. Click here to read more
The role of Trust Administrator involves working with a sanctioned client, which may present unique challenges not suited to every professional. The ideal candidate will have a few years' experience in trust administration, showcasing their capability in handling trust-related responsibilities. The Trust Administrator will be expected to manage various tasks related to the administration of trusts, providing support and ensuring compliance with relevant regulations. The role requires a detail-oriented individual who can thrive in a potentially demanding environment. A proactive approach and the ability to work independently are essential for this position. Click here to read more
The role of Senior Administrator, Corporate involves a range of responsibilities aimed at ensuring that client data is managed accurately and efficiently. This full-time position requires the individual to work collaboratively with Client Management, delivering specific administrative tasks to meet client or business needs. Key duties include maintaining accurate data across all relevant databases, ensuring compliance with recording and filing policies, and executing company secretarial functions for the Corporate Team. The successful candidate will be required to liaise professionally with third-party providers to support client activities and ensure all managed entities remain in good standing with respect to jurisdictional deadlines. Additionally, this role entails adhering to established workflows for payments and reporting, as well as maintaining continuous professional development. This position calls for someone who can prioritise effectively and work flexibly to accommodate evolving demands. Click here to read more
This role is designed for an enthusiastic and highly organised trust professional who is eager to work within a dynamic Family Office Team. The Trust Administrator will be responsible for providing excellent service to Ultra-High-Net-Worth clients with a strong focus on a client-centric and solution-driven approach. The position involves a variety of duties including the maintenance of client information, completion of day-to-day bookkeeping tasks, and assisting in the management of bank accounts. This is a full-time position that offers opportunities for growth and professional development in a collaborative and supportive environment. Click here to read more
This position seeks an experienced and highly organised trust professional to join a dynamic Family Office Team. The role involves managing a diverse set of responsibilities aimed at delivering exceptional service to Ultra-High-Net-Worth clients. A client-centric and solution-driven approach is paramount, as the successful applicant will oversee the maintenance of client information and statutory records, complete bookkeeping tasks up to trial balance, and engage in regular communication with bankers and intermediaries. This is a full-time role that presents opportunities for professional growth and development within a supportive and collaborative environment. Click here to read more
The role is pivotal to the success of the Trust and Corporate Department, responsible for the day-to-day management of a Trust and Company administration team and the maintenance of key client relationships. This includes overseeing a portfolio of complex company and trust structures, ensuring that all team duties are executed efficiently while adhering to policies and guidelines set by senior management. The job holder will actively develop client relationships and engage in business development initiatives, enhancing the company's reputation as client-focused and reliable. Responsibilities also involve pre-empting client issues and resolving them proactively. The successful candidate will ensure that both financial and non-financial targets are met, maintaining a sustainable fiduciary business. Effective communication and a commitment to high service standards are crucial. The position requires sufficient oversight to guide and support team members to promote their growth and development. Click here to read more
This role is focused on delivering exceptional client administration for a complex portfolio of client trust and company structures while providing oversight and support to the Trust & Corporate team as needed. The job holder will closely liaise with colleagues within the Trust & Corporate team, alongside clients and intermediaries. The position covers all dimensions of managing a portfolio of company and trust structures efficiently. Key responsibilities include maintaining and building strong relationships with clients, ensuring timely communication and support, and preparing necessary documentation for meetings. A successful candidate will also assist with client onboarding as well as manage billing and financial accounts reviews. This is a full-time role based in the Isle of Man. Click here to read more
This role is designed for an individual who will provide comprehensive trust and company administration services for an international client base. The Assistant Manager will maintain a complex client portfolio while assisting in the management of a team. The position entails a demanding set of responsibilities, including administering a range of entities such as Trusts, Companies, Foundations, and Limited Partnerships. The successful candidate will establish and nurture strong working relationships with team members, intermediaries, clients, and client advisors. It is expected that the Assistant Manager will assist in training Assistant Administrators, enhancing their confidence and competence in trust and corporate services. Additionally, this role involves billing and debt collection for the assigned portfolio, as well as undertaking initial reviews of Working Papers for annual Accounts/Financial Statements. The ideal candidate will also have the opportunity to acquire, monitor, and manage assets within the client portfolio in alignment with established procedures. Regular collaboration with the Manager and Directors is essential for the effective day-to-day running of the team. Click here to read more
This position offers an outstanding opportunity for an Assistant Manager to take a leading role within the Private Wealth department. The successful candidate will manage a diverse portfolio of Private Wealth entities and serve as the primary day-to-day contact for clients. Working closely with a senior team member, the role requires the provision of exceptional administrative services that meet both client expectations and regulatory requirements. Key responsibilities include fostering effective communication with clients and third parties, overseeing transaction management, and ensuring compliance with statutory obligations. The Assistant Manager will also be responsible for supervising and mentoring junior staff members, contributing to a supportive and dynamic team culture. This full-time role is ideal for individuals looking to elevate their careers in a fast-paced and rewarding environment. Click here to read more
This position presents an exciting opportunity for a Senior Administrator to play a pivotal role within the Private Wealth department. The successful candidate will assume responsibility for the administration of a diverse portfolio of Private Wealth entities, acting as the primary day-to-day contact for clients. Under the guidance of a senior team member, the role demands the delivery of exceptional administrative services that adhere to client expectations and regulatory standards. Key responsibilities include efficient communication with clients and third parties, overseeing transaction management, and ensuring statutory compliance. Additionally, the Senior Administrator will supervise and mentor junior team members, fostering a collaborative and supportive working environment. This full-time role is designed for individuals eager to advance their careers in a dynamic sector. Click here to read more
The Private Client Manager is tasked with overseeing the administration team while providing essential technical support and training to administrators. This role involves managing client relationships to ensure retention and development through effective communication and collaboration with clients and advisors. The Private Client Manager will be responsible for essential management duties, including guiding team members, reviewing workloads, and providing performance feedback to foster an efficient working environment. Daily responsibilities include overseeing trust and company administration, maintaining accurate client and entity database records, and ensuring compliance with regulatory requirements and the organisation’s policies. In addition, identifying new business opportunities, including products or services, and nurturing introducer relationships is a critical part of the role. The position also encompasses risk assessments, procedural assistance, and engagement in various ad hoc projects that contribute to the effectiveness of client servicing. This full-time position reports directly to the Client Services Director. Click here to read more
This role involves joining the Operations and Business Support team to provide vital operational assistance to the Fiduciary Services business. The successful candidate will manage statutory data within the core database and ensure timely updates to the local Registry, adhering to all regulatory deadlines. The position requires the implementation of adequate processes, procedures, and reporting systems to effectively monitor and minimise client operational and risk compliance. Collaboration with other departments is essential to ensure data accuracy and compliance with regulatory obligations. Additionally, the role entails administrative responsibilities and support for projects aimed at enhancing operational efficiency. The position is full-time and offers the opportunity to be an integral part of a supportive and collaborative work environment. Click here to read more
The role of Senior Manager, Operations & Business Support involves providing vital support to the Director by leading and assisting with a variety of risk and operational projects as well as transformation initiatives aimed at enhancing efficiency and improvement within the Channel Islands business and the wider Group. The successful candidate will be instrumental in the development and maintenance of the Group Risk Framework, collaborating closely with Risk teams and engaging with various stakeholders across the organisation. Key responsibilities will include assisting in the management of Operations, Facilities, and Onboarding functions, which have significant impacts on the Group. The postholder will work alongside the Director to drive initiatives that standardise processes, improve efficiencies, and deliver support to client-facing teams. Overseeing projects undertaken by the Operations team regarding group and local transformation will be expected, along with considering avenues to achieve efficiency through automated processing or Centres of Excellence. This position is ideally suited for an individual with a diverse skill set, possessing commercial awareness and a clear understanding of the implications of decision-making across the Group. Click here to read more
An opportunity has arisen for an Assistant Manager to join the corporate services team in Guernsey. The successful candidate will play a crucial role in supporting the Managing Director, CSP Manager, and Head of Company Secretarial and Governance in delivering high-quality corporate services. This position involves managing a diverse client portfolio, contributing to both client delivery and the professional development of junior team members. The role requires at least five years of client-facing corporate services experience within a professional services environment. The Assistant Manager will be instrumental in maintaining excellent client relationships, ensuring compliance with regulatory obligations and enhancing internal processes. This is a full-time position with a working week of 35 hours, from 9:00 am to 5:30 pm. Click here to read more
This role involves building and maintaining relationships with members, their appointed advisors, and other third parties, while also liaising internally to coordinate administrative tasks. Key responsibilities will encompass day-to-day administration of retirement products, which includes managing incoming phone calls from members, intermediaries, and introducers. The successful candidate will respond to member queries and administrative requests, ensuring accuracy in updating relevant systems. Following established checklists will be essential for effective administration, while clear communication with the Client Servicing Team is necessary for processing requests. It is important to validate the suitability of new requests by conducting internal reviews and checking Customer Due Diligence documents. The role requires the individual to handle all retirement product requests in an organised and timely manner. Collaborating with the shared Service Centre and the compliance department will be necessary to ensure compliance checks are conducted accurately. Click here to read more
The role involves administering a portfolio of client entities to a high professional standard while exercising specified signatory powers on designated client entities. The administrator will work collaboratively with team members and other departments within the organisation to ensure all client requests are addressed in a timely and professional manner. Responsibilities include supervising the workload of the Company Administrators and providing support to the Client Portfolio Manager. The position requires responding to existing client enquiries, providing quotes for specific work, and handling new client inquiries when appropriate. Maintaining awareness of due diligence requirements and anti-money laundering provisions is essential for compliance. The role also encompasses the incorporation and structuring of companies and trusts, liaising with the Business Development Team for ongoing administration, and preparing necessary documentation as requested by clients. This full-time position may involve additional duties related to annual returns, tax deadlines, and day-to-day administration of clients' companies and trusts. Click here to read more
This role is an essential part of the administration function within a diverse and dynamic business. The Administrator will play a pivotal role in establishing and developing client relationships, thereby enhancing the company’s reputation as a client-focused organisation that meets and exceeds expectations. Responsibilities include the administration of a portfolio comprising companies, trusts, and other entities, ensuring compliance with relevant laws and the high standards of service set by the Trust Manager and Client Director. The position requires effective collaboration with the administration and client management team and involves various tasks such as preparing draft minutes and resolutions, coordinating payments, and assisting with client statutory records. The Administrator will be expected to maintain an awareness of "Money Laundering" and "Customer Due Diligence" issues, while also ensuring that time is accurately recorded in the billing system. Additionally, the role may require occasional duties as needed, aligned with the evolving nature of the function, always displaying adherence to the company’s vision and values. Click here to read more
Our client has an exciting opportunity for an experienced trust professional or qualified accountant to join their Family Office in the Relationship Management team located in the Isle of Man. This position reports to the Senior Client Relationship Manager, yet the successful individual may also work for multiple Directors and/or Partners within the department. This varied role involves close and regular interaction with clients, third parties associated with the organisation, as well as with internal departments and business units. Click here to read more
The Ownership Manager, Yacht Services role focuses on overseeing and coordinating yacht-specific aspects for all yacht-owning special purpose vehicles (SPVs). This position involves liaising with third parties, including Captains, family offices, and ultimate beneficial owners (UBOs). The successful candidate will act as the primary point of contact for clients regarding yacht-related matters, ensuring a high standard of service. The role also requires conducting periodic client reviews, managing the Yacht Ownership desk, and leading a small administration team. Responsibilities will encompass the onboarding of new clients, management of yacht transactions, and the oversight of all policies and procedures within the Yacht Ownership team. The role will be based in Guernsey, with occasional travel required for client meetings and events. Click here to read more
The role of Corporate Secretariat, Senior Administrator entails working part-time for 30 to 35 hours a week, presenting an exciting opportunity for an individual with high-level minute writing experience, preferably in a PA role. This position requires familiarity with multi-jurisdictional statutory requirements and the ability to take meeting notes electronically. While the ideal candidate will have a strong background in minute taking, the remainder of the role's responsibilities can be taught. The successful applicant will work within a friendly and progressive environment, developing Company Secretarial skills under the guidance of the firm's Company Secretary. Key responsibilities include providing statutory secretarial services for various jurisdictions, assisting with board meeting management, and maintaining strong relationships with board members and senior management. The position also involves creating and sustaining a corporate governance improvement plan, ensuring clarity in decision-making processes, and effective communication across the board. Click here to read more
This role is focused on providing comprehensive support within the Private Clients team. The successful candidate will be responsible for various administrative tasks that contribute to the overall efficiency of the team. The position is based in Guernsey and offers the opportunity to gain valuable experience in the financial services sector. The chosen individual will have access to full training, which includes both in-house and support for professional qualifications in line with company policy. The role offers flexible working arrangements to accommodate the needs of the individual. Click here to read more
This role involves the recruitment of two Client Services Administrators to join a growing team in the Isle of Man. The successful candidates will have experience in statutory and company secretarial work, ensuring compliance with regulatory requirements while supporting client entities. Responsibilities include maintaining statutory records, assisting with company secretarial duties, and liaising with clients, regulators, and internal stakeholders. The positions are full-time, with a focus on managing various entity lifecycle events such as incorporations and dissolutions. The ideal candidates will possess strong attention to detail and organisational skills, along with a proactive and team-oriented mindset. This opportunity presents a chance to work within a highly regarded independent provider of corporate, trust, and fund services on a global scale. Click here to read more
This role involves joining a Client Services team within a regulated Trust and Corporate Service Provider based in the Isle of Man. The successful candidate will be responsible for the comprehensive administration of a portfolio consisting of trust and associated company structures, ensuring that high-quality client service is delivered while adhering to the regulatory and legislative requirements specific to the Isle of Man. Candidates should possess existing experience in trust and company administration, with an eagerness to further their technical and professional expertise within a well-governed fiduciary environment. This is a full-time position, and the role encompasses various responsibilities that promote governance, risk management, and client satisfaction. Click here to read more
The role of Trust Administrator is an exciting opportunity for an individual with strong administrative and bookkeeping skills, ideally complemented by experience in onboarding processes. This position requires an individual who can fulfil 32 to 35 hours of work each week, with flexible hours available between 8.00 am and 6.00 pm. The role primarily focuses on ensuring the efficient operation of trust administration functions. Key duties will involve supporting the administrative aspects of trust management while also liaising with clients and stakeholders to facilitate onboarding and documentation processes. This position promises a collaborative and supportive work environment. Click here to read more
This role is a full-time opportunity based in Saint Helier, Jersey, providing the successful candidate with the chance to lead private client services within a diverse client portfolio. The Senior Manager will be responsible for client leadership, ensuring a strong commercial focus while fostering long-term relationships grounded in professionalism and trust. The role includes serving as the senior escalation point for complex technical and service issues, as well as maintaining operational excellence through team coaching. The Senior Manager will also oversee risk and compliance measures, support fiduciary development, and contribute to various projects. Financial management is critical to this position, including oversight of fee proposals, invoicing, and cost control measures. The successful candidate will have the opportunity to drive profitability while participating in innovative process improvements. Click here to read more
The Senior Administrator plays a fundamental role in supporting the management of client entities, ensuring that all documentation and records are meticulously maintained throughout their lifecycle. This is a full-time position that demands proactive entity management while upholding the highest standards of service delivery. The successful candidate will be responsible for maintaining data accuracy and compliance with the organisation’s policies and procedures. An emphasis will be placed on effective communication with clients and third parties to ensure all interactions align with the values of the organisation. Duties will include preparing materials for fiduciary decision-making meetings and liaising with third-party service providers to fulfil client needs. Additionally, this role requires accurate time recording to assist in meeting profitability targets while mentoring junior colleagues and maintaining compliance with internal and regulatory requirements. Click here to read more
The Assistant Manager, Private Capital plays a vital role in overseeing client entity management and ensuring that the delivery of services meets the highest standards of quality and professionalism. This full-time position involves close collaboration with Client Directors during all phases of the client entity lifecycle. The successful candidate will be responsible for maintaining up-to-date and accurate records in alignment with regulatory and internal policy requirements. Key duties include supporting fiduciary decision-making processes and preparing materials for discussions at governance forums. Furthermore, the Assistant Manager will be expected to communicate effectively with clients and third parties, ensuring that client needs are met in a timely and efficient manner. The role also includes a focus on mentoring junior team members, identifying areas for process improvement, and executing client mandates with a keen eye for compliance and risk management. Click here to read more
This role is responsible for managing various trust-related duties within a professional setting. The Trust Administrator will play a vital part in ensuring that all trust documentation and processes are handled efficiently, adhering to legal and regulatory requirements. The position is full-time and is expected to run for an indefinite duration. Key responsibilities include maintaining accurate records, liaising with clients, and providing support to colleagues during the absence of senior staff members. Additionally, the Trust Administrator will assist in the preparation of trust account statements and ensure compliance with all relevant legislation. This role provides an opportunity to develop expertise in trust administration and cultivate relationships within the financial services sector. Click here to read more
This role invites high-potential candidates to engage in a global early careers academy programme designed to provide a structured two-year development experience. The programme is tailored for school leavers and graduates, combining practical experience with professional qualifications and rotational placements across various business functions. Participants will gain a robust foundation for long-term career success within a global organisation. An upcoming event is being hosted to connect with prospective candidates and showcase the opportunities available, allowing them to learn more about the structured and high-quality early careers pathway. This initiative fosters collaboration while connecting strong early-career talent with vital developmental opportunities. Click here to read more
This role invites high-potential candidates to engage in a global early careers academy programme designed to provide a structured two-year development experience. The programme is tailored for school leavers and graduates, combining practical experience with professional qualifications and rotational placements across various business functions. Participants will gain a robust foundation for long-term career success within a global organisation. An upcoming event is being hosted to connect with prospective candidates and showcase the opportunities available, allowing them to learn more about the structured and high-quality early careers pathway. This initiative fosters collaboration while connecting strong early-career talent with vital developmental opportunities. Click here to read more
Our client is seeking a Senior Administrator within the Client Services function of their Trust Company Business. This role involves working closely with Client Directors and their team to deliver efficient and timely client service functions for a larger portfolio of clients, including those with more complex needs. The position requires a proactive approach to client engagement and regulatory adherence. This is a full-time position based in Jersey, with opportunities for professional development and qualification. Click here to read more
The role of the Assistant Manager is to provide essential assistance in managing private wealth services, with a focus on supporting clients' financial aspirations and goals. The successful candidate will engage in various aspects of wealth management, including client relationship management, investment strategies, and financial planning. As an integral member of the team, the role is likely to entail full-time employment with a competitive salary package and benefits. The Assistant Manager will be expected to collaborate with both clients and team members to ensure that individual needs are met with the utmost professionalism and dedication. This position also includes participating in training initiatives aimed at professional development. The role may require occasional travel for client meetings or industry events. Click here to read more
The role of Senior Administrator, Trust & Corporate involves delivering excellent client administration to a portfolio of client trust and company structures while providing support to the Private Wealth Team as required. This full-time position requires close liaison with the Trust team, clients, and intermediaries. The successful candidate will manage all aspects of administering a diverse portfolio of company and trust structures, ensuring compliance with regulatory requirements and maintaining high-quality client service. Responsibilities include handling client communication, transactional work, and drafting necessary documentation. The role demands proactive engagement in onboarding new business and thorough review processes. Attention to detail and effective time management will be crucial as you meet deadlines and maintain client satisfaction. Click here to read more
Our client is seeking a Senior Administrator to join their Tax Compliance and Regulatory Reporting team on a permanent basis. This role operates in a hybrid work environment and is pivotal in delivering a comprehensive set of Tax Compliance and Regulatory Reporting services. The successful candidate will work under the supervision of the Associate Director/Manager and will service clients across Jersey and other offices. The position involves preparing and ensuring the accuracy of FATCA and CRS reporting submissions across multiple jurisdictions, undertaking entity classifications, and supporting businesses in completing self-certifications when necessary. Additionally, it requires ensuring that obligations for entities in the process of closing or transferring to another service provider are met. A critical part of the role includes reviewing processes for potential improvements and ensuring adherence to contractual and statutory obligations. The individual will also be required to follow internal procedures and controls, comply with risk and associated compliance procedures, and fulfil continuous professional development requirements. Click here to read more
Our client is seeking a Senior Trust Officer to join their Global Family Office Team, providing high-quality service to a multi-billion pound book of fiduciary clients. This full-time role involves engagement in all elements of finance, including banking and fiduciary services. The Global Family Office Team administers trusts, companies, foundations, PTCs, and PCC structures for some of the wealthiest families worldwide, focusing on bespoke high-touch fiduciary services. The successful candidate will manage a portfolio of company and trust structures, collaborating with internal partners, tax/legal advisors, and investment managers to ensure excellent client service. This position offers the unique advantage of a fixed fee-based structure, eliminating the need for hourly billing. The role will also involve attending client and advisor meetings, preparing minutes and resolutions, and ensuring compliance with relevant regulatory requirements. Click here to read more
Our client is seeking a Director in the Trust & Corporate department to provide advisory and fiduciary services in accordance with relevant agreements and regulations. This role involves a strong focus on new business development as well as strengthening existing client relationships. The successful candidate will manage a portfolio of client entities with the support of administration teams and will ensure that all financial targets are met. The Director will work closely with the Board of Directors and the Managing Director to steer the strategic direction of the administration function. Responsibilities also include mentoring employees and ensuring compliance with AML and local regulations. This full-time position is pivotal in the client's efforts to enhance its reputation and client-centric approach within the fiduciary services sector. Click here to read more
Our client is seeking a Senior Corporate Manager to join their welcoming and supportive team, responsible for administering a varied portfolio of clients. This is a permanent position with a focus on managing structures of varying complexity while interacting with both clients and intermediaries. The successful candidate will collaborate closely with the team director to proactively develop and build tailored solutions, thereby enhancing client relationships over the long term. The role includes oversight of a team with at least one manager reporting directly, and providing cover for the team management group in their absence. Key performance indicators will include daily input of timesheets, achieving a utilisation target of 57%, and generating £75,000 in annual recurring revenue. The position also entails conducting appraisals for the team and ensuring the management of work-in-progress (WIP) while minimizing write-offs. This role provides the opportunity to play a significant part in client administration and team leadership, ensuring high standards of service are delivered consistently. Click here to read more
Our client is seeking a Client Reporting Executive (Trust Accountant) to join their team in Guernsey. The successful candidate will be responsible for preparing financial statements of trust and fiduciary structures in accordance with the appropriate accounting standards or relevant regulatory requirements, with support from Senior Trust Accountants. This role includes performing periodic reconciliation of internal accounting records to portfolio statements from financial institutions, as well as managing automated data feeds from third-party custodians. The Client Reporting Executive will also support quarterly and annual investment monitoring processes, coordinate with internal teams, and liaise with external client stakeholders such as advisors, bankers, lawyers, and consultants in close collaboration with Client Services. The candidate will participate in various Client Reporting and Investment Monitoring improvement projects and initiatives, focusing on automation, system development, and standardisation. Click here to read more
Our client is seeking a driven and experienced Assistant Manager to join their Private Wealth team in their Jersey office. In this role, the successful candidate will manage a diverse and complex client portfolio while supporting the Manager in driving operational excellence and fostering a strong client service culture. Responsibilities will include mentoring junior team members and ensuring that high standards are maintained across all client interactions. The Assistant Manager will excel in client relationship management, enjoy improving processes, and thrive in a collaborative, high-performance environment. This position will require a commitment to continuous professional development and a strong focus on enhancing team performance. The role is full-time, and specific duties will encompass client portfolio delivery and supporting team operations. Click here to read more
Our client is seeking a Senior Trust Officer who will take an active role within a team of trust and company administrators, collaborating closely with Trust Managers and Directors to deliver high-quality service in the administration of a diverse portfolio of Trust, Company, and Private Client relationships. The successful candidate will be an organiser, communicator, and finisher, demonstrating a strong commitment to client satisfaction and attention to detail. This role offers the opportunity to manage a portfolio of clients, ensuring thorough knowledge of their affairs, maintaining detailed client records, and completing all financial transactions with accuracy. The Senior Trust Officer will be responsible for addressing complex matters with minimal guidance while ensuring that client funds are managed effectively and efficiently. This role may also require direct client interaction, including face-to-face meetings with clients and intermediaries. This is a full-time position requiring Guernsey Right to Work Status. Click here to read more
Our client is seeking a Senior Trust Administrator to manage a portfolio of clients consisting of trusts and companies. This role involves handling a wide variety of complex arrangements under the supervision of a Trust Supervisor or Assistant Trust Manager. The successful candidate will work in a fast-paced environment, ensuring efficient administration while maintaining strong relationships with clients and intermediaries. Click here to read more
Our client is seeking an experienced Senior Administrator to play a key role in delivering outstanding client service, supporting the development of their teams, and contributing to the commercial success of the business. In this position, you will take ownership of a portfolio of clients, acting as a trusted contact and ensuring that all administrative, statutory, and service commitments are delivered accurately and on time. You will collaborate closely with colleagues at all levels, sharing your technical expertise while supporting junior team members and fostering a collaborative, high-performance culture. Additionally, you will aid in achieving commercial objectives through effective time management, financial awareness, and a strong focus on quality and client outcomes. Click here to read more
Our client is seeking an experienced Senior Administrator – Client Services to take responsibility for a complex portfolio of trusts, companies, and wealth structures. This client-facing role requires strong technical expertise, commercial awareness, and a commitment to delivering outstanding service to high-net-worth clients. The successful candidate will work closely with Client Directors, support junior team members, and play a key role in managing risk, improving profitability, and strengthening long-term client relationships. The position is a full-time role and offers an opportunity to further develop one’s career in a dynamic environment. With a focus on client satisfaction, the individual will ensure compliance with relevant regulations while mentoring others in the team. Click here to read more
Our client is a privately owned and independent trust company providing bespoke fiduciary services to an international client base. They are currently seeking a Trust Administrator to assist the team in the administration of a portfolio of Trust and Company clients. This role involves completing all assigned tasks and processes while operating within internal controls and procedures. The successful candidate will report to the Trust Assistant Manager/Manager and will play a crucial role in ensuring quality day-to-day service for the team’s client portfolio. The position presents an excellent opportunity for individuals committed to developing their career in trust and company administration. You will gain exposure to regulatory requirements and the inner workings of a dynamic fiduciary environment. This role is suited for those eager to learn and grow within this field while contributing positively to the team and client experience. Click here to read more
Our client is an independent, leading provider of bespoke private wealth, corporate administration, and yacht services to individuals, families, and corporations worldwide. With a strong commitment to recruiting and retaining top talent, our client fosters a culture that values every voice and nurtures collaboration and teamwork. This role is critical for managing a portfolio of private wealth relationships, ensuring day-to-day service delivery expectations are met. Additionally, the Assistant Trust Manager will support the Trust Manager in the efficient management of their section, providing technical and managerial support to junior staff as necessary. The position offers opportunities to work with various international clients across all asset classes, enabling professional growth in a fast-paced and rewarding environment. The contract is a full-time position, with specific tasks varying from day-to-day. Click here to read more
Showing jobs 1 to 50 of 135.