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Showing jobs 1 to 33 of 33.

Associate Director / Director, Private Clients - Guernsey

A new and exciting 9 month opportunity has arisen for an experienced Associate Director / Director level candidate to support Senior Trust Officers in achieving their objectives of exiting trust and corporate client entities. You will have intricate knowledge of and experience in closing down / exiting structure and be able to direct and support workflows to achieve these. If you have 10+ years’ experience and are looking for a temporary opportunity, then get in touch!

Assistant Manager, Client Services - Guernsey

A wonderful temporary 8 month opportunity has arisen to join our client’s team, as an Assistant Manager. You will support the team with the administration of a varied and interesting portfolio of complex clients. Daily, you will liaise with clients and intermediaries on their transactions, drafting company minutes, trustee resolutions and managing standard correspondence. Organisation is key to maintain client records, conduct annual reviews to ensure they are compliant with their legal and regulatory requirements. If you enjoy people management there is an opportunity to assist with the day to day basis running of the team. Previous experience in a similar role within CSP is essential alongside possessing excellent technical knowledge.

Officer / Senior Officer, Private Wealth - Guernsey

Our client is seeking an Officer / Senior Officer to join their Private Wealth, on a temporary basis, covering a maternity leave for a period of 9 months. You'll be responsible for providing a variety of administration tasks to support the team and deliver exceptional service to their ever-growing and diversified international client base. Every day is a new challenge so you’ll need to be a team player at heart, with an eye for detail and great organisational skills so you are able to prioritise your day. Strong communication skills is also a must, with a curious mind to help us increase productivity, efficiencies and deliver the highest level of client service.

Client Administrator, Private Clients & Family Office - Isle of Man

Our client is seeking a Client Administrator to work on a portfolio of clients, on a temporary basis, to work collaboratively with other members of the team to assist in the provision of trust and company administration services in accordance with regulatory requirements, service levels and company standards. You will work as part of the team, contributing at team meetings, communicating effectively with colleagues and third parties, have a positive ‘can do’ approach to support the successful performance of our client’s business. You will have an understanding of relevant legal and regulatory requirements, be able to carry out tasks in compliance with legal, regulatory and internal requirements and on a timely basis draft letters, minutes and banking instructions as necessary. You will ideally be studying towards a professional qualification, have a good working knowledge of  Word, Excel, Outlook with the ability to learn other relevant systems.

Client Officer, Private Clients & Family Office - Isle of Man

Do you have a good understanding of trust and company administration with previous experience of working within a trust and company business?  If so, our client is seeking a Client Officer, on a temporary basis, to provide trust and company administration services, including proactive client contact in a professional manner and in accordance with regulatory requirements, service levels and company standards so as to meet with client expectations. The successful candidate will hold, or be actively working towards a recognised professional qualification, possess accounting and bookkeeping skills and have the ability to identify potential risk issues and escalate when necessary, as well as the ability to understand the purpose of a set of financial accounts.

Senior Client Officer, Private Client - Isle of Man

Our client is seeking an individual with 3+ years’ experience to join their team, on a temporary basis, to provide trust and company administration services, including proactive client contact. You will administer an allocated portfolio of complex clients, with the necessary support of other members of the team as and when required. The successful candidate will be either degree educated or have some level of equivalent educational development i.e., started or completed STEP or ICSA, have sound knowledge of legal and regulatory framework, and a high level of accuracy and attention to detail.

Client Officer, Private Client - Isle of Man

Our client is seeking an individual with 1-3 years’ experience to join their team, on a temporary basis, to provide trust and company administration services, including proactive client contact. You will administer an allocated portfolio of complex clients, with the necessary support of other members of the team as and when required. The successful candidate will be either degree educated or have some level of equivalent educational development ie started or completed elements of STEP or ICSA, have sound knowledge of legal and regulatory framework, and a high level of accuracy and attention to detail.

Senior Admin / Risk Reviewer - Isle of Man

Our client is seeking a Senior Admin/Risk Reviewer to join their busy team, on a temporary sharing part-time basis, for a period of 3 months, which could extend to 6 or 9 months. You will undertake administration and risk reviews for a book of business they have recently acquired. The successful candidate will have good administrative and organisational skills and an understanding of company and client administration, including statutory, company secretarial and regulatory matters.

Senior Trust & Company Administrator - Isle of Man

Our client is seeking a Senior Trust & Company Administrator to join their busy team, on a temporary full-time basis, for a period of 3 months, which could extend to 6 or 9 months. You will undertake administration and risk reviews for a book of business they have recently acquired. The successful candidate will have good administrative and organisational skills and an understanding of company and client administration, including statutory, company secretarial and regulatory matters.

New Business Officer - Guernsey

This is a new and exciting temporary role for 6 months, working for a leading international provider of corporate, trust, tax, accounting and fund administration services. As New Business Officer, you will take responsibility for delivering accurate work within tight deadlines and handling high value cases for a range of client types, ensuring a smooth onboarding of clients, including producing welcome letters and valuations for clients, opening of bank accounts and transferring of funds received, while supporting the team by using the CRM to track new business flows and assisting with the preparation of Managing Information for regular reporting. The successful candidate will have a good level Microsoft skills, particularly Word and Excel and be able to demonstrate resourcefulness and flexibility in order to cope with the ever-changing demands of the role.

Client Services Administrator - Guernsey

A leading provider of corporate, trust and fund administration services is seeking a Client Services Administrator to join their busy team, on a temporary part or full-time basis. This role encompasses all aspects of administering a portfolio of company and trust structures within the private client department, in an efficient and professional manner. The successful candidate will possess at least 1 years’ Trust experience and hold, or be working towards a table 5 qualification such as STEP or ICSA. If you are a reliable team player who is motivated with drive and initiative, then get in touch!

Client Services Administrator - Guernsey

A leading provider of corporate, trust and fund administration services is seeking a Client Services Administrator to join their busy team, on a temporary part or full-time basis. This role encompasses all aspects of administering a portfolio of company and trust structures within the private client department, in an efficient and professional manner. The successful candidate will possess at least 1 years’ Trust experience and hold, or be working towards a table 5 qualification such as STEP or ICSA. If you are a reliable team player who is motivated with drive and initiative, then get in touch!

Senior Client Services Administrator - Guernsey

Our client is seeking a Senior Client Services Administrator to work on a permanent part or full-time basis, in their client focused and service oriented business. You will have overall responsibility for the day-to-day administration of a defined portfolio of more complex clients, comprising of a mixture of trusts and companies. Additionally, you will manage all aspects of the designated portfolio by dealing with all statutory, banking, correspondence, legal and fiduciary obligations that arise for each client. You will have sound bookkeeping knowledge and the ability to review and interpret financial statements, excellent self-organisation and the ability to operate disciplined 4-eyes procedures. The applicant will hold, or be studying towards a relevant professional qualifications such as STEP / ICSA. 

Senior Client Services Administrator - Guernsey

Our client is seeking a Senior Client Services Administrator to work on a temporary part or full-time basis, in their client focused and service oriented business. You will have overall responsibility for the day-to-day administration of a defined portfolio of more complex clients, comprising of a mixture of trusts and companies. Additionally, you will manage all aspects of the designated portfolio by dealing with all statutory, banking, correspondence, legal and fiduciary obligations that arise for each client. You will have sound bookkeeping knowledge and the ability to review and interpret financial statements, excellent self-organisation and the ability to operate disciplined 4-eyes procedures. The applicant will hold, or be studying towards a relevant professional qualifications such as STEP / ICSA. 

Senior Client Services Administrator - Guernsey

Our client is seeking a Senior Client Services Administrator to work on a temporary part or full-time basis, in their client focused and service oriented business. You will have overall responsibility for the day-to-day administration of a defined portfolio of more complex clients, comprising of a mixture of trusts and companies. Additionally, you will manage all aspects of the designated portfolio by dealing with all statutory, banking, correspondence, legal and fiduciary obligations that arise for each client. You will have sound bookkeeping knowledge and the ability to review and interpret financial statements, excellent self-organisation and the ability to operate disciplined 4-eyes procedures. The applicant will hold, or be studying towards a relevant professional qualifications such as STEP / ICSA.

Client Services Administrator - Guernsey

A leading provider of corporate, trust and fund administration services is seeking a Client Services Administrator to join their busy team, on a permanent part or full-time basis. This role encompasses all aspects of administering a portfolio of company and trust structures within the private client department, in an efficient and professional manner. The successful candidate will possess at least 1 years’ Trust experience and hold, or be working towards a table 5 qualification such as STEP or ICSA. If you are a reliable team player who is motivated with drive and initiative, then get in touch!

Senior Trust Officer, Private Clients - Jersey

Our client is currently seeking a Senior Trust Officer to join their Private Client's team, on a 12 month temporary basis. This role will be responsible for supporting a set of private wealth client relationships and manage day-to-day service delivery needs, in accordance with the departments’ service standards and company policies and procedures. You will proactively support the client relationship manager while developing their existing client relationships and supporting your team where appropriate with new business commercial activities. This role will suit someone who is able to communicate with various stakeholders, including colleagues, clients, auditors and suppliers, clearly and effectively. You will have good knowledge of software packages, i.e. Microsoft Office and relevant regulatory requirements and standards.

STO / Assistant Manager Private Wealth - Jersey

Our client is seeking a STO / Assistant Manager Private Wealth, to work a temporary 12 month contract, to be responsible for a portfolio of Private Wealth clients and manage day-to-day service delivery needs, in accordance with the departments’ service standards and company procedure. You will serve as a primary point of contact for client relationships and ensure client satisfaction, managing the delivery of contracted services to clients to ensure that SLAs and KPIs that are defined in the relevant contracts are met or exceeded. You will also participate and be involved in both regional and group initiatives and projects relevant to the service where appropriate. The successful candidate will have 5+ years’ relevant experience with at least 3 years at Senior Officer or Assistant Manager level and ideally holding a JFSC Table 5 qualification and relevant professional qualification at degree level or equivalent.

Business Support Analyst / Senior Analyst - Guernsey

Our client is seeking a talented individual with a Trust / Funds background to join their family-owned business, on a temporary full-time basis. You will provide day to day business support primarily to licensed investment business and fiduciary business, including RRA/CFC review, undertaking searches, checks and preparation of internal and external documentation and managing client data on various systems. If you have 2-3 years’ relevant experience in trust, private equity and fund/investments, hold an ICCA Cert/Dip in AML or Compliance or equivalent and extensive knowledge of compliance and regulatory AML/CFT environments, then our client would love to hear from you!

Senior Administrator, Client Services x 2 - Guernsey

A new and exciting opportunity has arisen for two Senior Administrators, to join our client’s Client Services team, on a temporary basis, for a period of 6-8 months, to provide a high level of administration.  You will be responsible for a portfolio of more complex / higher value accounts, liaising directly with clients and professional advisers in relation to ‘business as usual’ administration matters and assisting with ensuring compliance with legal and regulatory requirements. This brilliant role will suit someone who possesses good organisation and time management skills, a high level of attention to detail, knowledge of a variety of tax compliance and commonly used tax structuring, and hold or be studying towards a relevant professional qualification e.g. STEP, ICSA.

Assistant Associate, Client Services - Jersey

This is an exciting 10 month fixed-term position to work as an Assistant Associate, Client Services, covering a maternity leave. The role will involve providing administrative support to the Client Services Team by preparing payment instructions for review by the team leader, drafting routine correspondence and e-mails and answering client queries on the phone. This role uses in-house IT systems and so you will show willing to develop a basic knowledge of these and the administration required in managing various asset types. The successful candidate will have a  strong academic record and the ability to develop a basic understanding of trust / company law and good communication skills, organisational and time management skills.

Senior Trust Officer - Jersey

Our client is seeking an individual with at least 5 years’ relevant experience to join their growing team on a full-time temporary contract as a Senior Trust Officer. You will be responsible for administering a portfolio of varied trusts and companies within a team environment and support the team manager as necessary. Your key duties will include verbal and written communications with clients and their advisers, management of entity bank / broking facilities, timely action of entity payment requirements, preparation of file notes of telephone conversations, billing and collection of entity fees and preparation of client reporting. The successful candidate will hold a professional qualification such as ICSA or STEP, and be self-motivated and pro-active with an inquisitive mind.

Trust Administrator / Officer - Guernsey

Our client is seeking an individual with 3-4 years’ Trust experience who is looking for a new opportunity to join their busy team, on a permanent part-time basis. As a Trust Administrator / Officer you will be responsible for the administration of your own portfolio as well as the supervision, coaching and leadership of more junior members of staff. The ideal candidate will hold, or be studying towards a professional qualification such as STEP, ICSA or equivalent and possess strong IT skills. It would be advantageous to possess MS Office, Cezanne, eDocs, 4series and Electronic Banking skills and experience. This is a fantastic opportunity with a leading employer not to be missed!

File Reviewer - Jersey

Our client is seeking a File Reviewer to join their team, on a temporary full or part-time basis, for a period of 3 months. This role would suit a candidate with extensive Trust and Company experience and strong organisational skills, including the ability to multi-task, manage own workload, and work to and coordinate within tight deadlines.

Senior Administrator, Private Client - Jersey

As a temporary Senior Administrator within our client’s Private Client team you will provide professional trust and company administration services to a varied portfolio of clients. The ideal candidate will have a minimum of 5 years’ experience in trust and company administration / financial services environment, and have completed a professional / relevant qualification to diploma level (ICSA / STEP). This is a fantastic opportunity to join a leading employer.

Trust Administrator - Guernsey

A new and exciting 6 month opportunity has arisen to work as a Trust Administrator for a financial and fiduciary services company. You will provide an exceptional level of service to relationship officers in South Africa who service the underlying client base as well as those clients that are serviced directly. Responsibilities will include but not be limited to bookkeeping, statutory work, liaising with clients, making payments, distributions invoices, investments etc. and ensuring CDD is up-to-date. This role will suit a STEP/ICSA  part/ qualified professional with 2+ years’ experience in trust and company administration. Strong written and verbal communication skills along with the ability to work accurately and reliably with high attention to detail is essential.

Trust Administrator, Real Estate - Jersey

Do you have knowledge of Real Estate Funds and experience in administration? Are you looking for a new temporary role? If so, our client is seeking an individual to join their team for a period of three months. Within this role you will be responsible for the administration of all Fiduciary related administration functions and services within portfolio of clients. To be considered, you should be familiar with payments and reviewing bank account documents and minutes. This is a fantastic opportunity to join a leading banking group!

Trust Administrator / Officer - Guernsey

A well-established and privately owned company with flexible working and parking facilities are seeking to recruit a trust professional with a minimum of 3 years’ experience to work on a temporary basis, for a period of 3-6 months. The role is challenging and the successful candidate will be required to work on the team’s portfolio of clients, review technical documentation, bookkeeping and implement the advice of professional advisors. Although the ideal will hit the ground running our client will consider candidates with a little less experience or working towards a professional qualification.

Manager, Employer & Executive Services - Jersey

A new exciting opportunity has arisen for a Manager, to join our client’s Employer & Executive Services, on a temporary basis. You will manage client accounts, receive and handle all communications by ensuring all matters are dealt with in a timely manner, and ensure that you and the team are providing a first class service to clients. The varied role will also involve managing and mentoring a team of people, acting as a channel of communication and overseeing responsibilities such as maintaining data integrity. Should you hold a relevant professional qualification, an understanding of Trust and Company Administration and the ability to deal with clients and professional advisors, with a proven commitment to providing a quality service, then our client would love to hear from you.

Senior Administrator, Family Office - Jersey

Our client is seeking a Senior Administrator to join their Family Office team, on a permanent basis. In your role, you will deliver a comprehensive first-class administrative service to a varied portfolio of clients in line with the defined business activities. You will also maintain and enhance client relationships on your own portfolio and to supervise and develop junior team members. All tasks should be carried out efficiently and effectively, in accordance with the firm’s procedures. The ideal candidate will have a private client or RE / Funds / Corporate background with experience of developing and coaching others on a one to one basis. This is a fantastic opportunity to join a leading employer who offers a competitive salary.

Intermediary Services Administrator - Guernsey

A new and exciting opportunity has arisen for an individual with Trust experience to join our client’s team, on a permanent part-time basis, working up to 30 hours per week. If you can hit the ground running to support a very busy team, then our client would love to hear from you!

Senior Trust Administrator x3 - Jersey

Due to business growth our client is seeking multiple individuals to join their growing team, on a temporary full-time basis for a period of 6-12 months, to act as Senior Trust Administrators. Within this role you will be responsible for the administration of a portfolio of trust and companies, some of which will be complex. You will also build and maintain successful relationships within your portfolio, staying in regular contact with clients, principally by letter, email and telephone, providing a quality and professional service. You may also be required to train and develop junior administrators. The successful candidate will possess at least 5 years’ experience and ideally be STEP / ICSA qualified, or nearly qualified. 

Temporary Candidates Wanted! - Guernsey

Are you seeking a new and exciting challenge? Have you ever considered temporary employment? We have a number of temporary vacancies with industry leading employers for candidates at all levels! Our roles range from short to long term and are across all sectors including administration, accounting, trust, funds and many more. Temping is a fantastic opportunity to gain an insight into the various sectors and environments available to you whilst developing your skills.

Showing jobs 1 to 33 of 33.