Senior Yacht Ownership Administrator – Guernsey

Working in support of the Yacht Ownership team providing day-to-day client support as well as internal operational support.

Provide administrative support on all aspects of day-to-day yacht administration. This includes yacht sales and purchases, charters, insurance, third party appointments, fiscal arrangements, payment, cash cards, invoicing, daily communications with owners, intermediaries and crew by phone, e-mail and video conference.

Key Tasks

> Prepare letters and documents for various stakeholders.

> Prepare minutes and resolutions, POAs etc and ensure these are logged and filed appropriately (using DMS).

> Management of the Ownership calendar, a central diary reminder system to capture key recurring and non-standard tasks, and issue reminders to relevant staff.

> Assist with onboarding clients or transfers to/from other corporate service providers; co-ordinate completion of the Onboarding Checking and compile the Relationship Permanent File (alongside colleagues) for new cases.

> Initial screening and rationalising any matches prior to onboarding.

> Maintain accurate data on internal systems and platforms.

> Co-ordinate preparation and/or renewals of various Yacht Ownership documents.

> Preparation of Beneficial Owner Declarations and/or Certificates of Incumbency for various counterparties.

> Collation of minutes particularly relating to Overseas Providers of Registered Office/Registered Agent (RORA) services.

> Updating ERP systems with any client changes and management of key activities ensuring systems are up to date for new, existing and closing clients.

> Administration of Yacht Services Guernsey Statutory Book, including non-Yacht Ownership clients (e.g. PCC employment cells).

Other tasks will include other administrative tasks relating to the team itself and other statutory requirements particularly in Guernsey.

Skills and Experience

While the following skills and knowledge are desirable they are not essential for the role as a full training programme will form part of the role. We are keen to encourage applications from candidates whishing to embark on a new career path.

> Desirable to have corporate and fiduciary knowledge and experience from Trust and Corporate background.

> Compliance and regulatory knowledge.

> Process driven with ability to review and improve internal policies and procedures.

> Knowledge of Yachts (desirable, although not essential).

Other Considerations

> Working in Guernsey as a place of work.

> Willingness to travel to meet clients, family offices, lawyers, and intermediaries (potentially with colleagues).

> Travel to other Praxis offices as required on occasion.

> Travel to clients/events, worldwide, as required on occasion.

Account Manager, Corporate Banking (1832) - Guernsey

Account Manager

We are looking for an Account Manager to act as the primary point of contact between our Relationship Managers, the Bank, and a designated portfolio of clients, delivering the highest standard of client service.

Your responsibilities will include:

• Coordinating client instructions.
• Managing the end-to-end process of deposits and payments, foreign exchange, securities transactions and corporate actions.
• Delivering a highly personalised service through proactive client engagement.
• Preparing account opening documentation.
• Resolving issues such as missing information or red flags in collaboration with the Relationship Manager and onboarding team.
• Ensuring client accounts are maintained to meet group minimum standards, and supporting the Relationship Manager in monitoring transactional activity and addressing remediation requirements.
• Assisting in client periodic reviews.
• Supporting the positioning of the Bank’s full suite of services – including savings, FX, custody, and lending.
• Collaborating with the Relationship Manager to manage and coordinate client entertainment and relationship building activities.
• Staying current with all relevant laws, regulations, and internal policies, and supporting the implementation and ongoing maintenance of departmental procedures in day-to-day operations.

Your qualifications and skills include:

• Good background in a front office client support role, ideally gained in the banking/trust services sector.
• Driven to deliver an exceptional client experience.
• Self-motivated, flexible and able to manage several jobs at one time.
• Knowledge of Banking, Custody, FX and Credit.
• Excellent communication and interpersonal skills and the ability to build and maintain relationships.
• Attention to detail and organised.
• Good project management skills and a track record in working within a team.
• Strong IT skills.
• A high degree of risk awareness and compliance orientation.
• A strong ability to effectively support client relationships and to build relationships in conjunction with the Relationship Manager.

Senior Administrator, Corporate Actions

We are looking for a Corporate Actions Senior Administrator to ensure the timely administration and processing of standard and more complex corporate actions, shareholder meetings and related events, providing excellent service to all clients and other Bank departments.

Your responsibilities will include:

• Upon receipt of corporate action events, setting-up and updating files, and ensuring corporate action records, filing and diary systems are updated, with events monitored on an on-going basis.
• Notifying clients of all required corporate action, meetings and related events and updates.
• Ensuring that client instructions received are checked and confirmed as compliant with client mandates for signing/authorisation purposes.
• Updating records to reflect holdings and cash movements on client accounts and ensuring allocations and entitlements are reconciled.
• Ensuring that all client queries and all other communications are responded to in line with Bank guidelines.
• Investigating and reporting any issues identified and resolving within proper escalation procedures and guidelines.
• Developing knowledge of the system support available, including T24, online links with Sub-custodians and Fund Managers, IDS and the Microsoft office systems.
• Assisting with other areas of Corporate Action team, supporting team development, providing guidance and sharing knowledge to assist with training.
• Bringing to the attention of the MLRO, any accounts or transactions causing the jobholder to be suspicious of Money Laundering activity on the part of the client.

Your qualifications and skills include:

• In depth knowledge and experience of the rules and workings of Corporate Actions and established practices in all markets.
• In depth understanding of different types of Corporate Action events and impact on shareholdings and book-cost calculations.
• Personal organisation, prioritisation and time management skills.
• In-depth working knowledge of the Bank’s computer systems, particularly the Custody and Banking elements as well as sound network application skills.
• A thorough working knowledge of global custodian’s software, pricing and corporate action information sources such as IDS and Company Websites to ensure they are utilised effectively.

Trust Manager – Guernsey

About Us:

Clermont Trust is an independent, dynamic, and entrepreneurial group with 30 years of experience and international expertise. We provide bespoke fiduciary and family office services to private clients and high-net-worth families worldwide through a relationship-focused approach. We operate across seven jurisdictions and employ more than 140 people.

We place strong emphasis on building positive, long-term relationships across all aspects of our business, guided by a commitment to integrity, collaboration, and pursuing excellence.

Role Overview:

We are pleased to announce an opportunity for an experienced Trust Manager to join our Guernsey office, taking responsibility for a varied portfolio of trust, company, and wealth-structuring vehicles while delivering exceptional client service and supporting the continued development of the team.

Acting as a key point of contact for clients, advisors, and professional partners, the successful candidate will bring strong technical trust administration experience, sound judgement, and the ability to review and interpret legal and tax advice where appropriate.

Working closely with colleagues across Compliance, client administration, and the wider international business, the Trust Manager will help ensure all structures are managed in line with regulatory, AML, FATCA/CRS, and internal policy requirements. The role will also involve reviewing financial statements, planning and attending client and advisor meetings, mentoring junior colleagues, and contributing to a collaborative, professional, and compliance-focused working environment.

Key Responsibilities:

• Manage a varied portfolio of trust, company and other wealth structuring vehicles, engaging with advisors and managers to provide excellent client service
• Providing exceptional service to clients and be their main point of contact
• Review legal and tax advice where appropriate and adeptly interpret relevant advice
• Work with Compliance team to ensure adherence to Regulatory and AML obligations and Company policies and procedures
• Mentoring junior staff in the team and greater office
• Adhere to a culture of compliance with regards to policies and regulations
• Review of financial statements
• Plan and attend client and advisor meetings

Qualifications:

• STEP qualification or partly qualified

Skills & Experience:

• 10 years of Trust Administration experience
• Excellent written and verbal English communication skills
• Exceptional organisation skills with a fine attention to detail
• Team player with the humility to guide and to learn
• A firm knowledge of AML/regulatory framework, FATCA/CRS principles
• Extensive experience and ease in the use of IT packages including Microsoft Word, PowerPoint, and Excel
• Demonstratable problem solving skills

What We Offer:

We are proactive and entrepreneurial in our approach, encouraging our people to take ownership, think creatively, and continuously improve. We believe that investing in the development of our teams naturally leads to better outcomes for our clients.

We offer a collaborative and supportive working environment within our international organisation. This role provides ongoing professional development and close collaboration with other colleagues across the business.

• Competitive salary based on experience
• Full-time position with immediate start
• Company pension
• Health insurance
• Career progression
• Training courses (company funded)

Clermont Trust’s culture is built on diversity and inclusiveness. We are a flexible and ethical employer, with a genuinely team-oriented approach.

Application:

If you are motivated by professionalism, accountability, and respect, and value working in a collaborative environment, we would love to hear from you.

Trainee Actuary/Analyst - Actuarial Insurance

Reference: HR 14014

Key Responsibilities

The duties of this role include but are not limited to

• Checking and analysing data received from insurance clients
• Assisting in the preparation of data and calculations for standard actuarial valuations and consultancy services for our life and general insurance clients including
  • General insurance/captive reserving
  • Solvency II calculations
  • Actuarial aspects of IFRS 17 accounts
• Calculating, checking and analysing financial reports
• Preparing and checking standard valuation reports and producing communications and reports for clients
• Using, maintaining, and developing Excel spreadsheets, R programs, and various specialist actuarial software systems to support the advice given to our clients
• Representing BWCI professionally and effectively and maintaining a high standard whether by phone, in writing or in person
• Being responsible for checking the work of other team members
• Providing support to partners and staff of BWCI as required

Qualifications and Experience

Education

• Minimum A Grade A Level for Maths (or equivalent)
• Applications also welcome from graduates

Experience/Skills

• Basic use of Microsoft Word, Excel, and email is a minimum requirement

Actuarial Trainees will be supported to undertake examinations towards a qualification with the Institute and Faculty of Actuaries Training will be provided in all aspects of the work required

Person Specification

The ideal candidate should be

• Able to demonstrate good communication and teamwork skills
• Able to work with minimum supervision on tasks assigned to them after an initial briefing of the task required
• Interested in problem solving, analytical, and have great attention to detail.
• Familiar with R (or a similar programming language)

Office Manager - Guernsey

In this role you will be a support to key stakeholders, as well as providing administrative and office support across the wider office. You are a key contact in the team where your role will include calendar management, co-ordination of meetings, travel arrangements, planning events and drafting internal communications and/or presentations. You will also work closely with the remote Facilities team to ensure the smooth day-to-day operation of the office and support local office requirements.

Our aim is to provide a seamless, efficient, and paperless service to internal and external clients with service excellence at the heart of all that we do.

Your responsibilities

• Be available to cover front of house and client suite duties with flexibility to cover planned/unplanned absence and for some occasional functions held out of hours, as well as working closely with the Jersey reception team
• Be able to use MS Teams system to answer and forward calls to the relevant departments
• Manage hospitality requests and check the requirements of light refreshments and food orders via the Cloudbooking system
• Maintain meeting rooms so they are ready for occupants, including check room equipment is working order and flag up any snagging and assist in the ordering of all consumables required by the client suite 
• Meeting and greeting clients, issuing visitor passes and register incoming mail 
• Support with event organisation in Guernsey and elsewhere as required
• Assist with the processing of company credit card expenses, invoices, travel and accommodation where applicable, ensuring all fees relating to client work are recorded and disbursed accordingly
• Assist with Front of house activity reporting
• Liaise with the remote Facilities team to ensure all office facilities matters are addressed promptly and efficiently
• Work closely with the Business Support Manager in Jersey to support office initiatives, health and wellbeing activities, and social events for the Guernsey office
• Ensure adherence with starter and leaver process, completing the necessary forms in a timely manner 
• Support Operations, HR and Facilities where required with administrative tasks or projects
• Provide day-to-day support and line management to a member of the team
• Assist with the planning, coordination, and delivery of Business Development (BD) events, while maintaining and updating CRM systems to ensure accurate client and business information.
• Any other reasonable tasks associated with the role, including working closely with and assisting other team members

Your profile

• A positive, open, collaborative, “can do” attitude. Self-motivated and highly professional, with the ability to take on responsibility and proactively find solutions to suit all parties
• Ability to work proactively, anticipating needs, managing workload independently with little supervision and achieving goals and deadlines
• Experience in a similar role with exposure to supporting senior leadership
• To maintain the highest standards of confidentiality and security 
• Monitoring your own performance against personal and development targets
• Be adaptable and flexible in approach 
• IT literate, ideally with windows packages in particular Excel and Word
• Well organised, with the ability to prioritise tasks during busy periods 
• Effective team player who is able to work well as a team and on their own