PO Box 20. Les Echelons Court.

St Peter Port. Guernsey, GYl 4AN

T: +44 (0) 1481 755 860

E: enquiries@nsm.group

nsm.group

Company Secretary With continued growth across the NSM Group. we are always on the lookout for bright individuals to join the team and

we are looking for a Company Secretary to join our Funds Company in Guernsey, NSM Funds Limited, where we

provide bespoke fund administration services to an array of sectors and fund structures. across multiple jurisdictions.

This is an opportunity for a driven and talented individual with relevant work experience to make a difference as part of

a dedicated and growing team.

The purpose of this position is to provide company secretarial services to a designated number of fund clients. including

listed entities. ensuring best practice delivery of corporate governance and company secretarial principles. actively

managing deadlines and timescales to ensure successful service delivery.

Key Responsibilities

To convene. attend and take minutes at board meetings, recording discussions and decisions. drafting accurate

minutes and action points and ensuring delivery within agreed service level timeframes.

Preparation of agendas and board packs and their timely circulation and dispatch to client boards and advisers

as applicable.

Draft other company materials including announcements and statutory filings as required.

Make stock exchange announcements and filings and ensure that all continuing obligation requirements of

designated listed clients are met.

Prepare agendas. notices. proxies and other supporting documents for General Meetings. including liaison with

relevant legal advisors.

Draft governance sections of annual and semi-annual reports in conjunction with fund accountants and advisors.

Review and comment on corporate documentation as required by clients and in conjunction with other advisors.

Ensure that statutory filings (or other similar jurisdictional requirements) and payment of relevant fees are completed

within statutory time frames.

Receive. monitor. and keep up to date with constitutional. regulatory and listing requirements. keeping up to date

with changes. ensuring the team take appropriate action as required.

Ensure that statutory databases are kept up to date and corporate documents are scanned and indexed accurately in

the Document Management System.

To take an active role in maintaining the Meeting Planner and Company Secretarial calendar as well as maintaining

your own diary of outstanding client related items and ensuring outstanding items are co-ordinated appropriately.

To assist in co-ordinating Company Secretarial aspects of fund launches.

Assist with the production and reviewing of policies and procedures and checklists.

To ensure adherence to good corporate governance principles concerning all Company Secretarial matters.

Develop and maintain strong, long-lasting relationships with clients and external parties. proactively manage client

expectations and turnaround times.

Skills, knowledge, expertise

Computer literacy skills are essential.

Very good interpersonal skills are required to develop close working relationships with colleagues. clients and

business contacts.

Very good local regulatory knowledge including sound knowledge of London listed rules and applicable corporate

governance codes and the provisions of the Market Abuse Regulations

5+ years of relevant financial services experience. qualified or studying towards a relevant professional qualification

(preferably having commenced ICSA/STEP or equivalent qualification). ambition and enthusiasm.

You are required to have the requisite Guernsey residential certificate/permit to apply for this role.

PO Box 20. Les Echelons Court.

St Peter Port. Guernsey, GYl 4AN

T: +44 (0) 1481 755 860

E: enquiries@nsm.group

nsm.group

Company Secretary coNTINUED

Qualifications available: ICSA. STEP

Who we are

NSM Group is a fast growing company and staff get to experience a variety of responsibilities and inclusion in exciting

initiatives beyond their day to day roles. At NSM we pride ourselves on the calibre of our staff and collaborative

teamwork. We provide a great benefits package which includes pension contributions. private healthcare cover

and discretionary bonus.

We are committed to helping our staff reach their full potential by supporting them with training and development

opportunities. Many of our staff are studying for a professional qualification for which we cover costs and provide

study leave.

Our Wellness Committee supports mental and physical health. co-ordinating a host of staff benefits ranging from

exercise classes. through to nutrition awareness and massages.

NSM takes an inclusive approach to hiring and is a positive place to work. welcoming those who want to make a

beneficial impact within our organisation. for our clients and in our communities.

Contact

To apply for this position. please send your CV and covering email to Pat.Prevel@nsm.group

Job Description

Job Title: Client Service Director (CSD)

Reporting to: Managing Director

Company: Artex Risk Solutions (Guernsey) Limited

Location: Guernsey

Role Overview The Client Service Director is responsible for ensuring exceptional levels of service are delivered to a diverse portfolio of clients. Working in conjunction with the client service teams and managers, the CSD will provide guidance and leadership together with ensuring smooth communication with the ultimate aim of delivering the highest possible level of service to clients. Responsibilities:

 To act as the primary contact for client in strategic matters

 Responsible for high quality and timely delivery of all service required by clients, ensuring standards are upheld and clients are satisfied with the level of service.

 Oversees the resolution of all client complaints

 Attends and presents at all client board meetings

 Liaison at all times with the wider teams to ensure smooth and consistent communication between the client service teams

 Responsible for client compliance with relevant laws and regulations

 Authorised signatory where necessary

 Reviews and approves business plans and submissions to GFSC for new and existing clients

 Reviews and countersigns policy documents, slips, cover notes, endorsements, certificates or other contractually binding insurance or reinsurance documentation

 Reviews and approves board packs

 Reviews client annual returns for completeness and accuracy prior to signing off as General Representative and submission to the GFSC

 Approval of all outgoing fee quotes or fee issues

 Act as Director / Alternate Director on client entities as required

Business management responsibilities:

 Adhere to Artex Policies and Procedures at all times

 Undertake all activities in a professional and ethical manner

 Attend and actively participate in internal meetings initiatives

 Complete timesheets accurately and on time

 Contribute to the overall positive working environment with impeccable conduct

 Attends all Client Service Director Forums

 Represent Artex at industry forums and meetings such as GIIA

 Identification of new products and services for enhanced client service and fee generation

 Identification of cost savings initiatives

 Project management

Personal attributes, knowledge and experience:

 Professionally qualified

 10+ years’ experience in a captive environment

 Experience of reviewing and understanding technical documentation

 The ability to work effectively and accurately whilst under pressure

 Excellent communication skills

 Proven relationship management skills

 A strategic planner with devotion to detail

Job Description

Job Title: Senior Client Insurance Manager

Reporting to: Team Leader

Company: Artex Risk Solutions (Guernsey) Limited

Location: Guernsey

Role Overview This role sits within the Client Insurance department of Artex, reporting to a Team Leader, fulfilling the

Senior Client Insurance Manager role on a specific portfolio of clients

Responsibilities:

 Responsible for all client insurance and reinsurance administration issues including liaison with the wider insurance team

 Contributes to preparation and review of board pack, attends board meetings and presents the insurance section to the Board

 Review of minutes and matters arising following the board meeting

 Establishes underwriting and reinsurance programs, checking the appropriate match of incoming and outgoing policies

 Prepares and reviews policy wording

 Producing renewal reports

 Prepares renewal presentation packs for reinsurers

 Reviews and settles all claims and bordereau

 Monitors reinsurance recoveries and liaises with reinsurers to collect outstanding amounts due

 Liaises with external parties such as the GFSC, advocates and auditors as required

 Prepares insurance accounts/triangulations/underwriting statistics monthly/quarterly

 Obtains and verifies all formal reinsurance documents, slips, cover notes and policies against inwards policy documents

 Ensures all new policies, renewals and cancellations are completed in a timely manner

 Handles new client enquiries as allocated

 Monitors and reviews solvency and capital adequacy and ensures the necessary action is taken to protect clients’ interests where needed

 Mentorship of junior members of the team

 Reviewing work completed by the Client Insurance Assistant

Business management responsibilities:

 Adhere to Artex Policies and Procedures at all times

 Undertake all activities in a professional and ethical manner

 Attend and actively participate in internal meetings initiatives

 Complete timesheets accurately and on time

 Contribute to the overall positive working environment with impeccable conduct

Personal attributes, knowledge and experience:

 CII qualified (or equivalent)

 Confident communicator, a reliable team player

 Ability to maintain high quality work in a changing environment

 A high level of computer literacy, especially Microsoft Office

 Mutual regard for our key values; Empathy, Engagement, Excellence, Expertise

JOB DESCRIPTION

Client Services Associate

Reporting Line Client Services Director

Title Associate

Place of work Guernsey

Deputy Peer Client Services Team Member / Client Services Director

SEQUENT (GUERNSEY) LIMITED

Established in Guernsey in November 1970, Sequent (Guernsey) Limited (formerly Rothschild Guernsey

Limited) specialises in cross border and multi-jurisdictional trust and estate planning, providing guidance on

legitimate taxation planning solutions for international clients.

International trusts, companies and other fiduciary structures have long been used by private individuals to

protect assets and to control how they are passed on to future generations in a way which is flexible and tax

efficient.

Trust administration for wealthy families has become a highly sophisticated and responsible business

requiring multi-talented administrators who are familiar with all aspects of 21st century finance including

independent wealth management, global banking, international tax planning strategies, financial trading and

current e-commerce opportunities.

Whilst many institutional trustees will accept only certain types of assets (typically financial assets), Sequent

has expertise in the establishment and management of structures to hold a wide range of assets including

family owned businesses, real estate, yachts and art collections.

As an independent group, we are free to work with our clients' existing advisers and managers.

Sequent (Guernsey) Limited is part of the Sequent group of companies (the Group). With approximately

150 people across the Group our wider teams operate in Europe, the US and the Far East.

OVERVIEW OF ROLE

To lead a team of trust administrators (at various levels of experience) in conjunction with the Client Services

Director in order to competently manage the full administration provision of a portfolio of international trusts

and corporate entitles across the full fiduciary spectrum.

– Managing client relationships, team members, and risks related to non-routine transactions with

the support of administrative experts or Wealth Planners/Senior Management. This involves taking

overall responsibility for a mandate and the coordination of the Client Services Team.

– The focus in Client Development is the creation of new business opportunities from existing clients,

their relatives and advisors, and be involved in training/service quality and best practice initiatives

etc. across several teams in coordination with other locations and Wealth Planning.

– Deputising for senior management as appropriate

– Travel as required to attend client and intermediary meetings both locally and globally

KEY RESPONSIBILITIES

– Administration of personal trusts and companies.

– Liaison and daily communication with settlors, beneficiaries and all related

intermediaries.

– Handling a wide variety of administrative tasks pro-actively, efficiently and to the highest

service levels.

– Take the lead on a caseload of high net worth business, and act as a role model and

mentor for the junior members of the team, assisting with their caseloads.

REQUIREMENTS

– Relevant fiduciary background

– Relevant qualifications from STEP or Governance Institute

– Excellent understanding of key success factors in administrating complex trust and fiduciary

structures

– Client Development: some marketing experience is helpful, but the main focus is on networking

skills, and an ability and willingness to convince and present ideas

– Advanced technical skills with respect to understanding client structures and interpreting and

applying legal, tax, or investment advice

– Good communication and interpersonal skills, ability to motivate others and lead by example

– Good level of personal involvement, sense of responsibility and excellent work ethics

– Strong organisational skills, showing capacity to handle stress

– Entrepreneurial spirit, taking ownership, focus on excellence of service

– Shows good coaching skills, is capable of regularly achieving good results within the team

– Has the ability and the willingness to build up a successful network of internal and external

business partners

– Good sense for spotting and developing business opportunities, is willing to travel

– Strong commercial approach and understanding of risk factors

Fund Accountant

With continued growth across the NSM Group, we are always on the lookout for bright

individuals to join the team and we are looking for a Fund Accountant to join our Funds Company

NSM Funds Limited, where we provide bespoke fund administration services to an array of

sectors and fund structures, across multiple jurisdictions.

This is an opportunity for a driven and talented individual with relevant work experience to make

a difference as part of a dedicated and growing team.

This highly numerical position will see you carry out day to day administration and accounting of

Fund Structures under the direction of your line manager.

Key Responsibilities

• Assist with all aspects of day-to-day administration and accounting matters such as calls

and distributions, quarterly valuations, management accounts, monthly and quarterly

investor reporting and annual statement preparation of a range of funds, management

companies and associated fund structures within the team and liaise with clients and

intermediaries on a daily basis.

• Oversee the bookkeeping process and the preparation of periodic bank reconciliations

for a variety of fund structures.

• Management of client audits throughout the process.

• Prepare/review manual and electronic payment instructions to settle entity expenses and

complete investment transactions throughout structures including the bookkeeping.

• Complete NAV calculations.

• Production/review of financial statements.

• Develop and maintain strong, long-lasting relationships with clients and external parties,

proactively management client expectations and turnaround times.

• Working with the senior manager to manage the financial accounting team efficiently and

effectively.

Skills, knowledge, expertise

• Computer literacy skills are essential.

• Very good interpersonal skills are required to develop close working relationships with

colleagues, clients and business contacts.

• Technical financial services knowledge

• 3+ years of relevant financial services experience,

• Professionally qualified (preferably ACCA or ACA)

Who we are

NSM Group is a fast-growing company. Staff get to experience a variety of responsibilities and

inclusion in exciting initiatives beyond their day-to-day roles. At NSM we pride ourselves on the

calibre of our staff and collaborative teamwork. We provide a great benefits package which

includes pension contributions, private healthcare cover and discretionary bonus.

We are committed to helping our staff reach their full potential by supporting them with training

and development opportunities. Many of our staff are studying for a professional qualification

for which we cover costs and provide study leave.

Our Wellness Committee supports mental and physical health, co-ordinating a host of staff

benefits ranging from exercise classes, through to nutrition awareness and massages.

NSM takes an inclusive approach to hiring and is a positive place to work, welcoming those who

want to make a beneficial impact within our organisation, for our clients and in our communities.

Senior Fund Administrator

The purpose of this position is to carry out routine day to day administration of Fund Structures under the direction of your line manager.

Key Responsibilities

• Administer a complex range of funds, management companies and associated fund structures within the team and liaise with clients and intermediaries on a daily basis.

• Co-ordinate all aspects of company secretarial matters, including the preparation of agendas, collation and distribution of Board packs, obtaining directors availability, attendance at and drafting of minutes for board and shareholder meetings.

• Prepare manual and electronic payment instructions to settle entity expenses and complete investment transactions throughout structures including the bookkeeping.

• Maintain accurate records for all entities administered including investor details and processing all changes thereon.

• Onboarding of new clients and entities, ensuring all processes are followed.

• Ensure staff are trained on electronic banking systems and co-ordinate the opening of bank accounts.

• Ensure regulatory and statutory filings are made in a timely manner and internal databases are kept up to date.

• Complete NAV calculations.

• Act as a mentor to more junior members of staff.

• Develop and maintain strong, long-lasting relationships with clients and external parties, proactively managing client expectations and turnaround times.

Skills, knowledge, expertise

• Computer literacy skills are essential.

• Very good interpersonal skills are required to develop close working relationships with colleagues, clients and business contacts.

• A good understanding of local regulatory framework and sound technical financial services knowledge.

• 3+ years of financial services experience, holding or working towards the CGI Certificate or similar, or willing to study for a relevant professional qualification, ambition and enthusiasm.

• You are required to have the requisite Guernsey residential certificate/permit to apply for this role.

Qualifications: ACCA, ACA, CGI