SENIOR ADMINISTRATOR, CORPORATE AND FUND SERVICES – JERSEY

To undertake the day-to-day administration of a portfolio of corporate and fund structures with a focus on real estate, venture capital and private equity asset classes, undertaking a primary client relationship role with several complex/significant clients structured as Jersey Private Funds, Joint Ventures, Club Deals and other corporate and fund structures, ensuring that an efficient and high-quality service is always delivered to our clients.

From time to time to undertake specific additional tasks as advised. Work with the rest of Corporate Services team to improve profitability, limit both Praxis’ and client’s exposure to risk and provide a quality service to clients.

Job Accountabilities

Client Relationship Management

• Day-to-day administration of a portfolio of complex client cases.
• Have a broad understanding of the principles and practices of companies, partnerships, the Jersey Private Fund regime and other related corporate and fund structures, with exposure to UK entities.
• Ensure mutual understanding of client and Praxis’ expectations and commitments at outset and throughout the relationship.
• Develop long term, profitable business relationships with clients maintaining regular contact and ensuring client confidentiality is respected.
• Liaison with third party lenders, law firms, asset managers and other third parties regarding client affairs as necessary.
• Critically review a set of company or partnership accounts or other financial reports (including management accounts).
• Have a broad understanding of tax issues and jurisdictions as they relate to client circumstances.
• Anticipate technical problems when dealing with client issues, think laterally and creatively to find solutions and, where necessary, seek expert advice.
• Where appropriate, identify and communicate improvements that enhance service to clients and/or profitability to Praxis.
• Develop a rapport with professional intermediaries and service providers in relation to the conduct of client business.

Business Development

• Meet with existing intermediaries.
• Develop the existing client base by understanding client needs through effective listening and questioning.
• Demonstrate to clients the ability, supported by Praxis’ skill base and other specialists, to provide advice on all aspects of wealth management.
• Assist in developing new business opportunities by developing good working relations with professional intermediaries.
• Keep up to date with changes in the market that have the potential to impact on offshore structures.
• Keep abreast of product and service developments that may enhance and add value to existing and potential client relationships.
• Have a general awareness of financial and economic developments globally.

Risk Management

• Understand and apply local legislation relating to drug trafficking, money laundering, terrorist financing and in any other legislation that impacts on the conduct of fiduciary business within the jurisdiction.
• Report complaints, operational risks, suspicions etc in accordance with local procedures.
• Ensure that risk issues are reported to the Directors and Compliance as appropriate.
• Understand, apply and adhere to Praxis’ risk management policies and procedures and, where appropriate, be proactive in identifying and proposing improvements.
• Assess and manage risk situations to avert potential risk issues for both clients and Praxis and to ensure that the assets of both are protected.
• Ensure that client complaints are dealt with in a timely manner and at the right level.

Corporate Governance

• Actively champion the Company’s values by promoting a culture of professionalism, teamwork and leadership.
• Understand of the Company’s vision and the strategy of the Group.
• Understand how the role of each individual contributes to Praxis’ vision.
• Understand and acknowledge the need for change.

Financial Management

• Achieve pre-determined utilisation targets (set as part of the annual budget process and shared with the individual via the appraisal/objective setting process).
• Balance the client’s needs with the Group’s commercial expectations both in developing strategies for clients and in the day-to-day management of their affairs.
• Work to achieve the Group’s financial benchmarks.
• Regularly review work in progress, deficits, aged debtors and bad debt write offs on client portfolio.

Teamwork

• Contribute effectively in meetings.
• Pro-actively offer support or guidance to colleagues across the business.
• Explain technical issues in a way non-technical people can understand.
• Contribute to positive morale and team spirit within Praxis.
• Inspire others through own actions and behaviours.

Personal Development

• Attend seminars and workshops, read industry publications and advisory briefs and follow developments in relevant industries to enhance professional and technical knowledge.
• Shape own development by identifying areas to improve own knowledge and skills and actively seek assistance.
• Develop techniques for coping with time/deadline pressures.
• Maintain evidence of continuing professional development with at least 25 hours CPD activity per annum. No more than five hours of recorded CPD should be accounted for by time spent reading professional and industry publications.

Skills and Knowledge

• Key areas are as follows (note that the Senior Administrator is expected to demonstrate these skills or, in the minority, show potential to acquire them):
• Good knowledge of offshore fiduciary services.
• A proven track record in handling complex offshore fiduciary issues.
• A proven track record in client relationship management.
• Good interpersonal skills for dealing with intermediaries and clients.
• Excellent time management and organisation.
• Sound judgement.
• Excellent communication skills.
• Knowledge of compliance issues and the regulatory framework within which Praxis operates.
• The holder of this position should be educated to A level with a minimum of 4+ years’ experience in fiduciary services and qualify as a C category person under the JFSC guidelines.

Trust Administrator - Guernsey

Our private wealth and corporate services teams work with our clients and their advisers, delivering an efficient, informed and personal service. We operate a fast-paced and rewarding environment with opportunities to service a variety of international clients across all asset classes.

Job summary:

Day to day running of a small portfolio of clients. These contain a mixture of trusts and companies dealing with a wide variety of tasks under the guidance and supervision of a Senior Trust Administrator / Trust Supervisor.

Job Accountabilities:

Day to day duties will include: -

• Statutory work – ensuring that statutory records are kept up to date and are accurately maintained at all times
• Entering payments and identify receipts as required
• Preparation of minutes/resolutions of the Trustee / Board for routine matters
• Entity reviews – to assist with clearing any action points following the annual reviews
• Liaison with our respective departments regarding legal, accounting and taxation matters
• Liaison with clients and intermediaries both by telephone and in writing with regard to matters of a non-complex nature
• General administrative tasks relating to the running of Trust and Company structures
• Ad hoc project work of a non-complex nature

Minimum Education and Experience

• Educated to ‘A’ Level standard, or equivalent
• A minimum of 2 years’ relevant experience during which own portfolio of clients has been managed
• Willingness to study towards a relevant professional qualification i.e. STEP Certificate/Diploma

Required skills

• Strong written and verbal communication skills
• Good problem-solving skills
• A good team player
• Ability to work to deadlines with minimum supervision

Knowledge and Innovation Assistant - Jersey

The purpose of the role is to support the delivery of knowledge and innovation solutions to the global practice by maintaining all knowledge resources and ensuring risk management, quality control and consistency of approach across teams and offices.

This role would suit someone who is looking to develop a career in legal operations with Bedell Cristin.

Key Responsibilities

• Maintaining and developing the global precedent and know-how database and protecting its integrity through strict quality control processes
• Assisting in the continued development of AI resources, agents and training
• Applying house style to knowledge documents and supporting its adoption across the global practice
• Automating documents and maintaining templates for relevant practice teams
• Assisting in new legal operations projects, maintaining project documentation and attending project meetings
• Curating and maintaining content on our global knowledge platforms
• Providing current awareness updates using the Vable platform
• Assisting with legal and business research to support client matter work
• Assisting with onboarding new starters 

Requirements

Qualifications

• Educated to degree level, ideally in law or a related subject

Skills and experience

• Either law firm experience or a law degree essential
• Strong IT skills with experience using AI tools
• Good organisational and administrative skills
• Client-centric approach to services
• Ability to represent the team and the firm professionally and positively both internally and externally

Competencies

We would like you to have:

• Excellent organisational skills
• A thorough and methodical approach
• Excellent attention to detail and accuracy
• Team player with initiative and drive 
• Conscientious and committed outlook
• Good communication and writing skills
• Adaptability and flexibility
• A friendly and approachable manner
• A commercial and client-focused mindset
• Creative approach to problem-solving

In this role you will be expected to:

• Behave in a manner inkeeping with our core culture and values.
• Adhere to all policies, procedures and regulations including those around anti-money laundering and terrorist financing.
• Commit to fulfilling any personal CPD requirements and continually developing your skills and knowledge.

Senior Trust Officer, Global Family Office (GFO) – Guernsey x2

We are seeking a Senior Trust Officer that will provide high quality service to a multi-billion dollar book of fiduciary clients within the Global Family Office Team. The role touches all elements of finance including banking, fiduciary, custody and funds.

The Global Family Office Team provide fiduciary services to some of the wealthiest families around the globe, with the fiduciary team administering trusts, companies, foundations, PTCs and PCC structures. The families we look after are strategic clients of Northern Trusts and we service around twenty client relationships, with a focus on bespoke high touch Fiduciary services.

Our clients are typically billed on a fixed fee-based fee structure, meaning no hourly billing and timesheets to maintain!

Key Responsibilities and Duties:

• Work on a mixed portfolio of company and trust structures on behalf of clients, engaging with internal partners,
• tax/legal advisors and investment managers to provide excellent client service.
• Exhibit developing knowledge of fiduciary duties, standards and practices with the ability to apply fiduciary knowledge and judgement.
• Work collaboratively with internal partners and external advisors in identifying client needs and balancing client expectations with appropriate fiduciary risk management and diligence.
• Prepare/execute minutes and resolutions as required. Execute all necessary authorised documentation and payments.
• Work alongside the Senior Manager and designated Relationship Manager on day-to-day client activity.
• Review of financial statements.
• Be a point of client contact in relation to the fiduciary entities on their portfolio. Plan and attend client and advisor meetings.
• Authorised signatory.
• Ensure that client structures adhere to relevant regulatory requirements.
• Ensure that all decision making is accurately and appropriately documented, and client records and filings are accurate and in accordance with any relevant regulations.
• Understand and comply with internal policies, processes and procedures to effect prudent risk management and judgment. Recognise fiduciary risk issues and seek the appropriate resolution.
• Proactively work within the fiduciary team and internal partners to help identify areas for improvement and growth.
• Consult with other Northern Trust fiduciary teams to gain consistency of service where appropriate.
• Point of contact for service related issues.
• Maintain all documentation/files as appropriate to each client relationship.

The successful candidate will benefit from:

• A continued development of industry knowledge to ensure up to date fiduciary best practice and understanding.
• Understanding of regulatory requirements and changes for both Guernsey and other offshore jurisdictions.
• Highly professional approach to work and client interactions, especially with regards to privacy of information.
• STEP or ICSA Qualification (preferable).
• Direct experience in interacting with demanding clients or prospects and meeting their needs.
• Applicants must have good written and verbal communication skills, good numeracy, computer skills and a positive 'can-do’ attitude.
• Candidates must be initiative-taking and have excellent time management skills.
• Excellent organizational skills and comfort in prioritizing competing demands
• Ability to perform under pressure and to be flexible with working when required.
• On the job training is provided via internal courses, on-line training, external conferences and relevant professional qualification assistance.

The competencies that would be valuable for this role include:

• Excellent communication
• Focused client relationships
• Team focused
• Forward thinking and ability to question the status quo.

The position would suit an individual with a minimum of 5 years experience in a fiduciary role with a desire to develop, learn new skills, be part of a successful business and high performing team.

Head of Facilities (13076) – Guernsey OR Jersey

The Head of Facilities is first and foremost the custodian of the workplace experience. The role exists to create and sustain a positive, energising and inclusive working environment that enables our people to thrive, encourages an entrepreneurial spirit, and delivers an outstanding experience for clients and visitors.

Through thoughtful leadership of space, services and teams, the role balances experience, resilience and compliance, ensuring that our workplaces are safe, well‑run and compliant, while never losing sight of the fact that facilities exist to serve people and the business.

Key responsibilities:

Workplace Experience & Culture

• Create an environment in which colleagues feel welcomed, supported and proud of their workplace.
• Act as a visible role model for Investec's values and generosity of spirit, fostering a culture of ownership, collaboration and continuous improvement within the facilities and reception teams.
• Champion the workplace as a driver of connection, creativity and productivity, ensuring spaces support how teams work today and how they want to work tomorrow.
• Ensure an exceptional front‑of‑house and client experience across all locations, with reception and facilities services reflecting professionalism, warmth and attention to detail.

Facilities Operations

• Oversee day‑to‑day facilities operations across all jurisdictions, ensuring services are reliable, responsive and aligned to business needs.

• Ensure effective helpdesk and reception services, with a strong focus on user experience, prioritisation and clear communication.
• Oversee planned preventative maintenance programmes to ensure critical systems are dependable, safe and unobtrusive to the working environment.

Space Planning & Workplace Design

• Take a strategic view of space utilisation, ensuring offices are flexible, well‑designed and support collaboration, focus and wellbeing.

• Oversee office layouts, refurbishments and fit‑outs, ensuring consistency with Investec branding, ergonomics and functionality.
• Work with architects, designers, contractors and suppliers to deliver high‑quality workplace solutions that enhance the colleague and client experience.
• Plan and manage internal moves and changes with minimal disruption and clear communication.

Team Leadership & Development

• Lead, coach and develop the facilities and reception teams, creating a high‑performing, service‑oriented and engaged team.
• Set clear objectives, provide regular feedback and support professional development.
• Encourage innovation and continuous improvement, empowering the team to suggest and implement better ways of working.

Health, Safety, Risk & Compliance (Enabling Foundations)

• Ensure full compliance with health & safety, fire safety and environmental legislation across all jurisdictions.
• Maintain statutory records, risk assessments and emergency procedures, ensuring they are robust, current and proportionate.
• Act as the Appointed Responsible Person for water services and ensure completion of all statutory safety checks.
• Lead accident and incident reporting and investigation, ensuring learnings are shared and improvements implemented.
• Develop and maintain emergency response and evacuation procedures, ensuring colleagues are informed and confident.

Contract & Supplier Management

• Oversee third‑party suppliers and managing agents for the facilities team, ensuring services are delivered to agreed standards and represent value for money.
• Build constructive, professional relationships with suppliers that support service quality, innovation and continuous improvement.
• Ensure appropriate contractor risk assessments are in place.

Security

• In liaison with the London Security team, manage access control and CCTV systems, ensuring security measures are effective while remaining proportionate and user‑friendly.
• Support investigations and incident reviews as required.

Business Continuity & Resilience

• Identify and manage facilities‑related risks that could impact the business or colleague experience.
• Maintain and test facilities components of the Business Continuity Plan, ensuring readiness and resilience during disruptions.

Out‑of‑hours Support

• Act as first point of contact for facilities‑related emergencies and critical issues outside normal working hours, ensuring timely and appropriate response.

Essential criteria:

Core skills and knowledge:

• Proven experience in a leadership role with a strong service and people focus.
• Ability to balance operational discipline with creativity and commercial awareness.
• IOSH Managing Safely (or equivalent); Fire Marshal and First Aid at Work certification.
• Strong communication and stakeholder management skills.
• Organised, resilient and able to prioritise effectively under pressure.
• Sustainability and innovation awareness.
• Confident user of standard office systems and technology.