FUND & COSEC ADMINISTRATOR - PRIVATE EQUITY - JERSEY 

Reports to Client Relationship Manager

The purpose of this position is to carry out routine day-to-day administration of corporate and fund structures under the direction of a Client Relationship Manager.

Key responsibilities:

• Assist with the administration of a range of entities across various corporate vehicles, investment holding companies and fund structuring entities
• Assist with incorporation of companies, annual and other ad hoc filings
• Assist with obtaining CDD on shareholders and maintain the register
• Assist with all aspects of company secretarial matters including the preparation of agendas, collation and distribution of board packs, obtaining directors availability and drafting minutes and resolutions for routine matters
• Assist with the maintenance of accurate records for each entity, ensuring that all amendments are made in a timely manner
• Liaise with notary offices, banks and regulatory and tax authorities, (as applicable)
• Assist with regulatory and statutory filings
• Build and maintain strong working relationships with clients, colleagues and other business contacts
• Undertake routine and office clerical tasks where necessary
•  Assist with the audit of corporate entities

Skills, knowledge, expertise:

• The candidate will be expected to be studying towards a relevant professional qualification (preferably ICSA Certificate level or equivalent)
• Some financial services experience (to be supported through the Aztec Academy)
• Computer literacy skills are essential
• Good interpersonal skills are required to develop close working relationships with colleagues, clients and business contacts

We will provide the training, both in house for relevant technical knowledge and also for professional qualifications to enhance both your professional development and ability to provide sound administration services. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients are at the heart of what we do.

Legal Administrator - Guernsey

To work side by side with fee earners to carry out and assist with a full range of non-fee earning administrative tasks and junior fee earning tasks, supporting others to efficiently deliver on their fee earning targets.  We need someone who is highly organised with solid administrative skills and a willingness to adapt and be flexible.  As an integral member of the central support team, the individual will also contribute towards the smooth operation of the office.

Key Responsibilities

• Providing a full administration and support service to fee earners – to include relaying messages, managing email inboxes, diaries and appointments as required.
•  Taking responsibility for a range of tasks and projects focused on streamlining the efficiency of the team across all aspects of data management.
•  Undertaking administrative tasks relating to local Probate work and proactively seeking opportunities to charge fees on probate and more general matters across the team. 
•  Assisting with arranging local business development events and off-island trips, which may include arranging travel, accommodation and setting up meetings.
•  Working with the wider Guernsey support team to contribute to the smooth operation of the office, which may include answering phones, opening and distributing post, attending to reception and providing cover during lunch and busy periods.
•  Arranging all practical aspects around client meetings/conference calls and so forth including preparing meeting rooms and welcoming clients.
•  Working closely with those responsible for client take-on to ensure all new matter opening documentation is completed and accurately set up in the systems, and pro-actively ensuring the file continues to be managed correctly. 
•  Assisting with the preparation of documents and reports, checking for accuracy and assisting with proof-reading.
•  Printing, scanning and collating legal documents.
•  Assisting with Court bundling (both hard and "e" copies).
•  Liaising with the Court and Court Offices on behalf of fee earners.
•  Assisting with monthly billing, WIP lists and processing expense claims and fee earner time entries.
•  Carrying out searches in a prompt and efficient manner.
•  Working flexibly as a team member with the department to ensure there is support cover throughout the working week to meet the client needs. 
•  Assisting with legal research and analysis.
•  Carrying out any legal administrative work, projects/tasks as required by the Partners, Office Manager or other fee earners. 

Qualifications

•  Ideally a graduate, or at least educated to A level or equivalent with strong grades
•  An administration or secretarial qualification would be advantageous

Knowledge/skills/experience

• Prior experience in a professional services firm, ideally within a legal environment but this is not essential
•  Confident and competent IT user with a sound working knowledge of MS Office to include Word, Excel, PowerPoint and Outlook
•  Experience of document management systems would be advantageous
•  Excellent typing and formatting skills
•  Highly organised with the ability to multi-task and prioritise tasks
•  Willingness and ability to learn 

Competencies

We would like you to have:

•  Team spirit and flexibility to share workload and support the administration team  
•  Good initiative to support fee earners, resolve issues and to work independently with appropriate supervision
•  Enthusiasm, drive, flexibility, initiative and the ability to be pro-active 
•  A calm and proactive approach even when under pressure and managing deadlines
•  Accuracy and a good eye for detail
•  A confident communicator in all forms

In this role you will be expected to:

• Behave in a manner in keeping 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.

Head of Private Clients - Guernsey

Job Summary:

As Head of Private Client, Guernsey, you will lead CSC’s Guernsey Private Clients business, providing fiduciary services across trust, company, and related structures in a regulated environment. Acting as a director on client entities, you will make informed, independent decisions that protect client interests, meet regulatory obligations, and uphold CSC standards. You will drive commercial performance, strengthen client relationships, and identify growth opportunities across Guernsey and the wider CSC. 

This is a permanent leadership role with responsibility for people, governance, and market presence in the Guernsey private client sector.

Your responsibilities:

• Lead the Guernsey Private Clients business, ensuring local priorities align with CSC strategy, values, and business goals
• Lead, coach, and develop leaders and teams, including succession planning, recruitment, and capability building
• Deliver financial performance against agreed targets (revenue growth, profitability, pipeline, and operational metrics)
• Build and expand a high-quality private client portfolio, including originating new business and partnering across CSC to generate referrals
• Act as director on complex client structures, making well-documented decisions supported by appropriate legal, tax, and regulatory advice
• Maintain high standards of fiduciary governance, ensuring consistent, professional client service and effective oversight of risk and controls
• Lead the resolution of contentious client matters, including relationship recovery, complaint handling, and fee dispute management
• Stay current on Guernsey and international industry developments (e.g., fiduciary regulation, AML/CFT expectations, sanctions, tax transparency) and mitigate potential impacts on clients and the business
• Oversee higher-risk client relationships and transactions, partnering with Compliance and Risk to complete assessments and agree mitigations where required
• Represent CSC Guernsey externally as an ambassador, strengthening market visibility, professional networks, and reputation in the local business community

Required Qualifications:

• Significant leadership experience within regulated fiduciary services, private client, trust and company administration, or a related professional services environment
• Demonstrated senior people leadership capability, including performance management, coaching, and building high-performing teams
• Strong technical expertise in private client structures (trusts, companies, foundations or equivalent vehicles) and associated governance and regulatory requirements in Guernsey
• Proven commercial acumen, including budget ownership, target delivery, and new business development in the private client market
• Professional qualification (e.g., STEP, CGI/ICSA, ACA/ACCA or equivalent)
• Strong stakeholder management skills, with the ability to build effective internal and external networks
• Strong working knowledge of systems and data needed to manage client portfolios, operational controls, and reporting
• Commitment to continuous professional development and maintaining up-to-date technical and regulatory knowledge
• Experience acting as director on complex, multi-jurisdictional private client structures and managing sensitive family dynamics
• Familiarity with Guernsey regulatory expectations and market practice for fiduciary license holders and corporate service providers
• Prior accountability for a business unit or service line (strategy execution, P&L contribution, capacity planning, and risk outcomes)
• Experience leading remediation, client re-papering, or service model transformation initiatives
• Established professional network in Guernsey (e.g., intermediaries, legal, tax, and banking partners)

Preferred Qualifications:

• Prior accountability for a business unit or service line (strategy execution, P&L contribution, capacity planning, and risk outcomes)
• Experience leading remediation, client re-papering, or service model transformation initiatives
• Established professional network in Guernsey (e.g., intermediaries, legal, tax, and banking partners)

Project Accountant

Hours: Full Time

Contract type: Fixed Term (6 months)

Location: Guernsey or Jersey

Overview

We are seeking an experienced Accountant to join our Finance function on a contract basis (6 months), supporting a period of transformation, systems change and increased regulatory and reporting demand.

This is a hands-on delivery role, working closely with the Finance leadership team to drive finance process improvements, enhance reporting efficiency and strengthen financial controls. The role will suit a qualified accountant with strong financial reporting and finance operations experience, who is comfortable operating autonomously and delivering tangible outcomes in a change environment.

The role can be based in Guernsey or Jersey.

Key Accountabilities

Finance Project Delivery

• Lead or support defined finance transformation and improvement initiatives, delivering agreed outcomes to time and quality standards.
• Conduct end-to-end reviews of financial reporting and finance operations processes, identifying inefficiencies, control gaps and opportunities for simplification or automation.
• Design, document and implement improved processes, controls and workflows that are practical, proportionate and sustainable.

Systems Implementation & Optimisation

• Support tactical enhancements and changes to finance systems, including general ledgers, reporting tools and reconciliation platforms.
• Act as a finance subject matter expert on systems initiatives, supporting requirements definition, testing and validation, data migration and reconciliation, and post‑implementation embedding.
• Identify opportunities to improve automation and optimise the use of existing systems, reducing manual effort and key‑person dependency.

Finance Operations & Control Improvement

• Review and enhance finance operational activities, including reconciliations, transaction processing, expense controls, month‑end close and group reporting.
• Strengthen financial controls, documentation and governance in line with internal policies and regulatory expectations.
• Support internal and external audit activity, helping to address findings and implement sustainable remedial actions.

Change & Knowledge Transfer

• Create clear process documentation and user guidance to support change delivery.
• Ensure effective knowledge transfer to permanent team members, embedding improvements and promoting continuous improvement across the Finance function.

Financial & Regulatory Reporting Support

• Support the preparation and review of monthly, quarterly and annual financial and regulatory reporting, ensuring accuracy, compliance and timeliness.
• Assist with statutory accounts, regulatory returns, group reporting and management information, particularly during peak or change periods.
• Provide technical accounting input, including interpretation of accounting standards and regulatory requirements where required.

​

Requirements

Essential

• Fully qualified accountant (ACCA, ACA, CIMA or equivalent).
• Strong experience across financial reporting and/or finance operations.
• Proven involvement in finance projects, process improvement or systems change.
• Solid understanding of accounting standards, financial controls and regulatory reporting.
• Strong analytical skills with excellent attention to detail.
• Advanced Excel capability and strong systems aptitude.
• Ability to work autonomously, manage multiple workstreams and deliver to deadlines in a contract environment.

Desirable

• Experience supporting finance or ERP system implementations or upgrades.
• Knowledge of automation tools, reporting platforms or finance transformation methodologies.
• Financial services experience.
• Exposure to regulated environments and audit remediation activity.
• Formal project or change management experience.

Counsel, International Trusts and Private Clients - Guernsey

We're looking for a senior lawyer with extensive experience in non-contentious trust matters to join our ambitious International Trusts and Private Client (ITPC) practice in Guernsey.

Our unique ITPC practice operates as a cohesive team across multiple offices, combining exceptional non-contentious and advisory skills with specialist expertise, including Private Wealth advisory, structuring and dispute resolution.  As a senior lawyer in the team, you'll be focused on providing expert legal advice to clients on Guernsey matters, guiding and supporting the development of ITPC colleagues, and enhancing our business building activities.

You will be responsible for advising high net worth families, trust companies and family offices on the establishment, management and restructuring of offshore asset holding structures, as well as wider estate and succession planning.  The position involves working across multiple jurisdictions to support private wealth objectives, provide guidance on trusts, foundations and related structures, and ensure effective governance for families and trustees over successive generations.

In addition, you'll work closely with our colleagues in dispute resolution on trust matters, and with our corporate team, on private funds and corporate structures for private clients.

You can expect high levels of responsibility and access to high value and complex work, in a friendly and supportive team, an attractive remuneration package, progression opportunities and benefits which can be adapted to suit your lifestyle. 

About the role

• • Obtain clear instructions from clients, analyse points of law, provide expert legal advice and prepare relevant documentation or advice, where appropriate, for Partner review
  • Review and provide comments on documentation provided by third parties using thorough working knowledge of relevant legal principles, laws and regulations
  • Effectively manage own matters and provide assistance to Associates and other junior fee earners involved in such matters, regularly reviewing their progress and addressing issues.
  • Develop the team by building strong relationships, engaging in high quality supervision and embedding a positive team ethos by leading by example.
  • Share expertise to develop the competence of individuals within the team and to build the overall technical and professional capability of the firm globally
  • Proactively promote and build the practice by utilising existing network connections, taking a lead role in presenting proposals to clients and/or intermediaries, looking for creative opportunities to build business, and engaging in internal and external networking opportunities.
  • Assist the relevant Partner with the management of department Associates, Paralegals and secretarial staff, including the effective delegation of work and resources.
  • Demonstrate effective leadership skills, working with the practice leader to communicate a clear vision and manage change initiatives, where appropriate.
  • Ensure administrative tasks are completed on each matter in accordance with required internal procedures (e.g. conflict searching, issue of terms and conditions and engagement letters, due diligence, matter opening, time recording, billing etc.).

About you

• • Hold a Solicitor or Barrister qualification, preferably gained within a common law jurisdiction
  • Ideally a minimum of eight years' post qualification experience within a relevant practice including some offshore experience
  • STEP qualified
  • Effective organisation, business building, communication and presentation skills
  • Ability to work under pressure, often within tight deadlines
  • Excellent grasp of the importance of commercially focussed matter management and financial performance
  • A proactive approach to the working environment and the willingness to develop existing skills and update legal knowledge by way of additional training
  • Ability to work flexibly and collaboratively with the direct and wider teams