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.

Assistant Trust Manager - Digital Assets Team - Guernsey

We’re looking for an enthusiastic Assistant Trust Manager who demonstrates our core values and wants to build a rewarding career delivering client service excellence. 

This role is a permanent contract within our digital assets team. The successful candidate will have responsibility for the day-to-day administration and provision of excellent client service to a defined portfolio of clients, dealing adeptly with complex client and internal matters in a confident manner. Although not a key focus area, the role holder may have involvement with team management responsibilities from time to time. Knowledge of digital assets is desirable but not essential as full training will be provided.

The responsibilities

You’ll be working in a friendly and progressive environment as a member of the team to undertake a broad range of duties including: 

• assisting the manager with reviews of beneficial owner filings and statutory document updates whilst maintaining an awareness of differences between jurisdictional requirements and monitoring activity across the team noting when updates are required 
• ensuring accounts are reviewed and approved within internal and external timeframes and filing requirements are met. Monitoring progress of the accounts process and liaising with the accounting team 
• monitoring appropriateness of team banking relationships and associated fees and assisting the manager in building and maintaining those relationships 
• reviewing bank account opening documentation, access arrangements and appropriateness of mandates and monitoring the team banking relationship and associated fees. Assisting the manager in building and maintaining good banking relationships 
• anticipating clients’ future needs and initiating appropriate action. Monitoring and reviewing team correspondence with clients and/or intermediaries. Organising and facilitating client and intermediary meetings and attending networking events 
• monitoring the completion of investment policy statements and liaising with the Investment Review Committee, as required, and providing support to the team in relation to the management of all categories of investments and assets 
• ensuring the team comply with corporate governance requirements for legal entities and trusts and that all required filings and requirements are met 
• assisting the manager to ensure the team comply with policies and procedures, taking a commercial approach considering risk and identifying opportunity for further training and assisting the manager to monitor and enhance the work review process 
• liaising with the tax team to develop a wider awareness of tax implications for groups of clients and maintaining an awareness of when advice is required within the team and that advice is disseminated across the team as required 
• reviewing timesheets, utilisation and team financial targets and maintaining awareness of reasons for any deviation and taking proactive action to assist team members to meet targets. Monitoring projects and notifying the manager/director and client of work which will fall outside of budget. Monitoring and proactively chasing debtors 
• assisting with the preparation of information for quarterly board meetings 
• assuming authorised signatory responsibilities as appropriate 

You

• sound technical knowledge and demonstrated technical ability within the trust arena along with knowledge of tax, registry requirements and corporate governance 
• successful attainment of STEP or CGI, or equivalent, along with meeting your CPD requirements 
• very good written and verbal communication skills and the ability to converse with a diverse range of people along with the ability to develop and maintain effective internal and external relationships 
• ability to produce and/or review a range of documentation which may be of a moderately complex nature with high attention to detail and accuracy 
• demonstrated critical analysis skills to enable review of existing processes and procedures, along with the ability to formulate ideas and concepts 
• demonstrated ability to work to deadlines and project plans (some of which may involve mid-term planning) with minimal direction to ensure that objectives are achieved 
• ability to consider and select the most appropriate solutions to a given situation while adopting a commercial approach so that consideration is given to an activity’s impact on the business and client service excellence 
• management skills which demonstrate the ability to understand, inspire and develop others along with personal qualities of integrity, discretion and tact