Senior Manager – Private Client

PURPOSE OF JOB

Oversee the effective management of a team/division, ensuring a professional and comprehensive administration service is provided to existing and prospective clients and in line with strategic objectives set by the Group Board.

MAIN RESPONSIBILITIES AND DUTIES

• Proactively oversee and manage the operation of the team/division, ensuring a professional service is provided to clients and intermediaries.
• Through effective analysis and management of the team/division and their resulting performance, ensure any knowledge gained is factored into the planning and formulating of the team’s/division’s own strategy, resources and procedures and ultimately the divisions annual business plan.
• Create and ensure alignment of team/division’s strategy to overall strategic objectives and KPIs set by the Group.
• Oversee the administration, timely billing, fee collection, management of debtors and population of income to target relative to the clients within the team’s portfolio.
• Fulfil the function of “Manager” on appropriate client entities.
• Responsible for maintaining a good standard of corporate governance within the team, ensuring any legal, tax or statutory requirements are adhered to.
• Active participation at internal business development meetings; demonstrate an ability to identify and manage potential business opportunities within the team’s/division’s portfolio of clients and where possible introduce prospective new business to the Group.
• React to new business enquiries within an acceptable timeframe, effectively managing and accurately pricing enquires, ensuring the resources and services provided by the Group are fully explained and promoted.
• Attend and participate at client meetings, either on or off site. This may from time to time require travel out of the Channel Islands for a number of days.
• Develop, enhance and retain existing client base, advisers, intermediaries and other introducers of work, providing a value-added service and a high standard of client care.
• Adhere to Risk & Associated Compliance procedures in relation to regulatory requirements and AML legislation.
• Oversee the administration and review of complex client structures, remain aware of risk exposure to both the client and the Group, including fulfilment of responsibilities under the review procedures.
• Remain aware of the obligations for the reporting of unusual transactions and act as a guide to the team/division in this respect.
• Ensure manager/assistant manager is training, developing, motivating and monitoring the progress of the team/s, ensuring individual team members adherence to their contractual obligations and competencies.
• Directly coaching and mentoring Managers and Assistant Managers within the division/team.
• Attend and conduct where necessary monthly team/division meetings ensuring the appropriate employees remain appraised of any developments or changes within the Group.
• Conduct annual appraisals and interim reviews for senior members of the team, setting SMART objectives.
• Attend interviews for new recruits and play an active part in the selection.
• Adhere to CPD requirements in accordance with qualification level and in-house procedures.
• Develop self and ensure knowledge in relevant field at all times.
• Deputise in the absence of Associate Director / Director.
• Develop an ability to inspire and motivate the team and the wider Group to sustain the Group’s unique stakeholder culture and adherence to the core competencies.
• Adhere to the JTC core values and expected behaviours.
• Any other duties as deemed necessary or defined by Management and/or Group Board.

ESSENTIAL REQUIREMENTS

• Experience managing and mentoring people.
• A strong team player who can motivate a team and lead by example.
• Articulate with professional verbal and written communication skills.
• Strong organisational and team management skills.
• Attention to detail & problem-solving skills.
• Relevant experience in a relevant client-facing role.
• Professionally qualified (ICSA/ACCA or equivalent).

Billing Administrator – Guernsey / Jersey / UK / Ireland

We think that our open and progressive work environment is something to shout about, and we're always looking for talented people who are looking for a platform to build a career. Our latest opportunity is for an administrator to join our corporate services department, and be part of our growing team. 

Working as part of the Finance Billing & Collections team, the successful applicant will be responsible for supporting the business with the creation and distribution of invoices. The successful candidate will play a key role in helping drive process efficiencies and optimising the firm's working capital.

Key Responsibilities

• Responsible for the production of legal bills from initial creation through to distribution to clients
• Regular review of WIP balances with fee earners / other members of the Finance team to agree where bills can be raised
• Providing support to the business for complex billing requirements, including amendments to bills reversals, write offs and database amendments
• Act as subject matter expert for billing on the firm's practice management system and seek opportunities to improve utilisation of billing functionality and enhance internal processes
• Managing billing email inboxes and addressing emails in a timely manner
• Ensuring queries and escalations are handled correctly and promptly through to appropriate resolution, including handling queried invoices
• Implementing process improvements for new and existing matters
• Monitoring changes in invoicing requirements of clients and ensuring adherence to these requirements to support timely payment
• Liaising with clients to obtain matter/purchase order numbers, where required
• Collaborating with internal fee earning teams to ensure invoices comply with external counsel guidelines
• Providing ad-hoc support to the wider Finance team where required

Skills, Knowledge and Expertise

• Essential: Prior experience working in a billing role, preferably in a legal environment
• Essential: basic proficiency in the use of Microsoft Office
• Preferred: Experience using Aderant tools and automated workflows
• Highly diligent with an organised and timely approach to work, ensures attention to detail
• Excellent client service mentality with a ‘can do, will do’ attitude
• Effective and respectful communication, both verbally and in writing
• Ability to work proactively and effectively within a team and with minimal supervision
• Analytical and logical approach, with a strong sense of initiative
• Awareness of the importance of the wider commercial environment
• A team ethos and excellent client service attitude

Trust and Company Assistant Manager - Guernsey

Intro:

The Assistant Manager, Private Clients will administer a portfolio of fiduciary structures in accordance with the relevant Client Services Agreements and the various laws and regulations pertaining to the Group’s Guernsey regulatory licences.

The Key Responsibilities for the role are noted below and as an Assistant Manager you will also be expected to undertake any such duties that are deemed a reasonable requirement, for example, deputising for the Manager in their absence and participating in projects that are related to the role. In addition, you should act as an Ambassador for CSC Guernsey, and participate in business events where required.

Some of the things you will be doing:

• Administer a portfolio of complex fiduciary structures to a high standard ensuring all administration procedures are adhered to;
• Ensure administration is carried out in accordance with up-to-date tax and legal advice with support from client manager/client director;
• Consistently deliver a timely and high-quality service to clients, demonstrating effective communication ensuring client managers/directors are copied in at all times;
• Liaise with beneficiaries, investment advisers, bankers, auditors, property advisers, agents and lawyers on all matters relating to the management of a portfolio of complex fiduciary structures;
• Ensure that invoicing fees and debt management is carried out in a proactive and timely manner;
• Demonstrate a full understanding of client entity transactions, ensuring all client entity files are up to date and that Minutes and Meeting Notes have been drafter accurately with an appropriate level of detail;
• Support team lead in the management of the team as required;
• Supervise and assist in the development of a junior member of the team as required;
• Delegate routine administration tasks to the administration team whilst retaining oversight to ensure tasks are being fully completed in a professional and timely manner
• Oversee projects as requested by the team lead and ensure these are completed accurately within the deadlines set;
• Demonstrate an understanding and knowledge of risk factors specific to fiduciary structures, particularly in relation to trigger events seeking guidance from client managers/directors;
• Provide on the job training and guidance for more junior members of the administration team sharing technical knowledge and experience;
• Be responsible for FATCA, CRS, Payment Procedures, FID Reviews and Action Points for audit and liaise with auditors.
• Embrace and demonstrate our corporate values and purpose – Tenacity, Service, Teamwork, Agility and Genuine;
• Proactively keep an up-to-date awareness of current industry issues e.g. interest rate movements, change in legislation i.e Substance legislation; and
• B signatory (up to £50,000 on Bank Signing Schedules).

What technical skills, experience, and qualifications do you need:

• Evidence of prior and proven relevant experience in regulated finance or professional services;
• Sound organisation skills and supervisory experience;
• Possess a solid understanding of the business and markets applicable to the business;
• Hold a relevant professional qualification such as STEP, ICSA; and
• Strong technical IT skills; and
• Drive personal development using all the resources available to achieve success.

Continuous Improvement Manager

Hours: Full Time

Contract type: Permanent

Location: Guernsey or Jersey

Overview 

We are seeking a results-driven Continuous Improvement Manager to lead and develop a team dedicated to driving efficiency, quality, and performance across our organisation. The Continuous Improvement Manager will be responsible for identifying, planning, and implementing key projects and initiatives that optimise processes and increase productivity. This role requires a deep understanding of continuous improvement methodologies such as Lean, Six Sigma, and Agile, as well as exceptional leadership skills to foster a culture of collaboration and innovation.

Key Accountabilities

• Lead and mentor the continuous improvement team, aligning efforts with organisational goals and setting clear project priorities. Develop and communicate a continuous improvement roadmap in collaboration with senior leadership.
• Manage and oversee multiple improvement projects simultaneously, ensuring successful execution within scope, timeline, and budget. Track and report progress against key performance indicators (KPIs).
• Analyse current processes and workflows to identify areas for improvement. Apply methodologies such as Lean, Six Sigma, or Agile to redesign and streamline processes, reducing waste and maximising efficiency.
• Collect and analyse data to identify trends, variances, and root causes of inefficiencies. Utilise data-driven insights to guide decision-making and validate the success of improvement efforts.
• Provide training, tools, and resources to build team members’ knowledge of continuous improvement principles and best practices. Foster a culture of continuous learning and development within the team and across the organisation.
• Collaborate with key stakeholders across various departments to gain insights, understand needs, and build support for continuous improvement initiatives. Serve as a change agent, encouraging adoption and buy-in at all levels.
• Establish and document standardised processes to ensure sustainability and scalability of improvements. Ensure all process changes are documented and that standard operating procedures are updated.
• Stay up-to-date on industry trends, best practices, and new methodologies related to continuous improvement. Identify opportunities for innovation and proactively integrate relevant advancements.

Requirements

• Bachelor’s degree in Business, Engineering, Operations Management, or a related field (Master’s degree preferred).
• Proven experience in a continuous improvement, process optimisation, or operational excellence role, with at least 3-5 years in a management position.
• Strong understanding of continuous improvement methodologies (Lean, Six Sigma, Agile); certification (e.g., Lean Six Sigma Black Belt) is a plus.
• Exceptional leadership skills, with experience building and managing high-performing teams.
• Excellent analytical and problem-solving abilities; adept at using data to drive decision-making.
• Strong project management skills, with the ability to manage multiple initiatives concurrently.
• Excellent communication and interpersonal skills, with the ability to influence and engage stakeholders at all levels.
• Proficiency with continuous improvement tools and technologies (e.g., Kaizen, value stream mapping, root cause analysis).

Customer Service Executive, Personal & Premium Banking

We are looking for a new member of the Client Service team who will provide assistance for dealing with our clients daily banking requirements.

Your responsibilities will include:

• Assisting with day-to-day client service.
• Receiving instructions (payments, security trades, foreign exchanges, Fixed deposits and corporate actions) from clients and carrying these out.
• Communicating with clients to resolve queries, carrying out call backs and arranging online banking activations.
• Providing assistance to other team members during busy times
• Identifying opportunities to cross and up sell the banks products and services, and work with Relationship Managers to convert these leads
• Being aware of, and actively contributing towards the bank’s financial targets and the revenue of your clients.
• Assisting with projects and large-scale system tasks that may arise.
• Ensuring that all relevant and current rules, regulations and Bank policies are adhered to in respect of your clients.

Your qualifications and skills include:

• Strong written and verbal communication skills.
• The ability to work collaboratively within a team
• Proficient IT skills
• Keen interest in banking and learning about products/services
• Experience in any banking role (desirable but not required)
• A pro-active approach to suggest new ideas/innovation/process changes
• Ability to think outside of the box and enthusiasm for change and the unexpected.

Talent Acquisition Officer - Guernsey

We are looking for a new member of the HR team who will be responsible for all resourcing requirements across Butterfield CI and UK, working closely with the cross-jurisdictional HR Team.

 Your responsibilities will include:

• To be responsible for working closely with the business to manage recruitment across our CI and UK offices.
• Coordinate with hiring managers to identify staffing needs and candidate selection criteria.
• Manage the recruitment process including agency liaison, conducting interviews, short-listing and the selection of candidates.
• Source applicants through online channels, such as LinkedIn and other professional networks.
• Organise recruitment/careers events to build a strong candidate pipeline.
• Responsibility of managing all recruitment effectively through the Recruitment module on SuccessFactors.
• Building and managing relationships with key internal stakeholders and external parties/suppliers.
• Assist the Head of HR and Senior HR Business Partner with providing advice and guidance to management on resourcing matters.
• Responsible for running the suite of Butterfield Talent Programmes. 
• Involvement in Learning and Development initiatives and be responsible for administration and monitoring of internal and external training.
• Maintain records of all materials used for recruitment.
• Responsibility for adhering to SOX guidelines and responding pro-actively to SOX related queries and audit requests.
• HR projects as and when required. 
• To provide support and cover for the administration of employee on-boarding and off-boarding procedures
• Provide support and cover for initial first day induction training to all new employees
• Oversee the management of employee workspaces, ensuring data is retained correctly and all employee documents are saved according to GDPR procedures.

Your qualifications and skills:

• Up to three years’ experience in a talent acquisition or similar role.
• Experience in full-cycle recruiting, using various interview techniques and evaluation methods.
• Advanced administration skills, with a high degree of numeracy and literacy.
• Advanced IT skills, including Microsoft Office Suite (Word, Excel, Outlook and PowerPoint).
• Excellent interpersonal and communication skills.
• Strong personal organisation and time management skills.
• High degree of discretion and ability to preserve absolute confidentiality.
• Experience of working with HR Database / recruitment portal

Senior Credit Risk Officer

Hours: Full Time

Contract type: Permanent

Location: Guernsey or Jersey

Overview: Skipton International Limited (Skipton) is seeking a dedicated and experienced Senior Credit Risk Officer to support our Risk Management function. Based in Guernsey or Jersey, the Senior Credit Risk Officer will contribute to the oversight and execution of a wide range of risks, reporting directly to the Risk Manager.

Key Responsibilities:

• Assist in the design and implementation of Skipton International’s risk management framework.
• Contribute to the development of risk management governance structure.
• Implement a risk framework to assist in mitigating risk within Skipton International.
• Identify and assess key risks faced by the Bank, considering both financial and non-financial aspects.
• Develop risk mitigation strategies, controls, and action plans to manage identified risks effectively.
• Design and develop methodologies to accommodate the identification, assessment, and analysis of different types of existing and emerging risks.
• Monitor the implementation and effectiveness of risk mitigation measures and escalate issues as necessary.
• Collaborate closely with the Risk Manager and take into consideration the contributions of the Risk Management function’s team, to plan, design and implement the risk management framework of Skipton International.
• Keep abreast of the relevant directives, regulations, technical standards, and other rules governing development banks and ensure their ongoing maintenance and implementation.
• Conduct risk assessments, which involve identifying, analysing, describing, and estimating the risks affecting the business.
• Collaborate with team members to conduct risk assessments that identify and evaluate the internal risks of the Society.
• Evaluate risks by comparing estimated risks with the criteria established by Skipton.
• Collaborate with other team members to carry out planned and ad hoc risk audits to ensure that procedures remain relevant, and the necessary controls are in place to limit the risk of excessive risk-taking and/or abuse.
• Present risk dashboards to the Risk Committee on a quarterly basis and/or as required.
• Provide guidance and support to team members in their daily activities.
• Provide accurate and timely reporting on the risks faced by the Bank.
• Effectively communicate the risk exposures and maintain relationships with the Risk Manager.

Essential Requirements:

• Previous experience in a similar role.
• Academic qualification in Risk, Economics, Banking, Finance, Mathematics, or Statistics.
• A recognised qualification (or qualifications) in Risk Management would be an advantage.
• Expertise in Microsoft Excel’s analysis tools, including analysis functions, lookup functions, creation of advanced charts, and use of forecasts and trend tools.

Human Resources Administrator – Guernsey OR Jersey

We are looking for a new member of the HR team who will undertake administrative duties to support policies, procedures and practices for all employees of the Butterfield Channel Islands and UK Group. This role could be based in Guernsey or Jersey.

 Your responsibilities will include:

• Administration of employee on-boarding and off-boarding procedures, including current employee changes (i.e., promotions, change to hours/salary, transfers and parental leave).
• Administration of benefit programmes and holiday schemes for CI and UK employees.
• Involvement with the recruitment process including liaising with agencies and line managers.
• The preparation and processing of CI and UK payroll and pension and the associated reporting.
• Building and managing relationships with key internal stakeholders and external parties/suppliers.
• The administration and monitoring of internal and external training.
• Provide initial first day induction training to all new employees.
• General administration of Human Resources policies and practice.
• Reviewing and updating policies and procedures when required and ensure there is the consistent application of such policies and procedures.
• The management of employee workspaces, ensuring data is retained correctly.
• HR projects as and when required. 
   

Your qualifications and skills:

• Up to two years’ relevant experience
• Advanced administration skills, with a high degree of numeracy and literacy.
• Advanced IT skills, including Microsoft Office Suite (Word, Excel, Outlook and PowerPoint).
• Excellent communication skills and Customer care and service techniques.
• Strong personal organisation and time management skills.
• High degree of discretion and ability to preserve absolute confidentiality.
• Experience of working with HR Database / Payroll software.

Senior Treasury Dealer - Guernsey

We are looking for a new team member to assist with managing the Channel Islands Repo, Money Market & Foreign Exchange books. This role is based in Guernsey.

 Your responsibilities will include:

• Day to day operation of the Bank’s Repo, Money Market and Foreign Exchange books.
• Placing/taking funds via the Repo & Money Markets and ensuring the appropriate level of funds at the Bank’s correspondent accounts.
• Act to enhance returns on the Bank’s funds and maintain liquidity within internal and regulatory requirements.
• Maintain interest rate risk exposure within limits.
• Assist with maintenance and control of the Bank’s client deposit interest rate structure.
• Prepare and publish deposit rate sheets to client facing teams and provide ad-hoc client deposit rates.
• Provide clients with quotations of spot and forward foreign exchange rates, monitoring exposure and arranging cover in the interbank market.
• Help strengthen existing and develop new interbank counterparty relationships across all traded products.
• Provide treasury clients with reasoned and informative opinions of global economic issues and developments.
• Assisting the CI Treasury Head and client facing teams in promoting the Bank’s services to develop new and existing counterparty and client relationships.
• Assisting with reviewing and updating Treasury procedure manuals.

 Your qualifications and skills include:

• A minimum of five years’ experience gained in an active market trading environment with experience of Repo/Securities Finance, inter-bank Money Markets and Foreign Exchange.
• Experience of Central Counterparty Clearing would be advantageous.
• Ideally ACI Diploma qualified or equivalent.
• Proven self-management skills gained in a Bank Treasury function generating significant gross profits.
• An ability to understand and effectively interpret and communicate market and economic data.
• A stable and calm temperament to work accurately and effectively under the pressures arising from working in active markets with high value tickets to tight deadlines.
• Excellent numerical, communication and inter-personal skills for the clear and concise provision of instructions and advice.

Oak Group offers innovative private client, corporate and fund administration services tailored to our clients' needs. The Group is headquartered in Guernsey and has offices in Jersey, Mauritius, and the Isle of Man. We prioritise continuous growth and development of our people, recognising that their success is the foundation of excellent client service and business growth.

Our Trust business is seeking an experienced accounting candidate with proven industry experience to join our Guernsey office on a permeant basis.

The role will be responsible for supporting the Client Accounting requirements of an allocated portfolio of clients. It is a diverse role which is pivotal to ensuring we meet client expectations. The role requires timely communication with external business partners in conjunction with exceptional organisational skills to meet deadlines.

​The ideal candidate should have a minimum of 5 years' experience in a similar role as well as the knowledge of company and trust structures.