Specialist – Administration (Private Equity) – Guernsey - R144848

An opportunity has arisen within our Private Equity Operations team. The role supports the delivery of a high‑quality service to Private Equity clients, working closely with internal teams, Investment Advisors, and third parties to ensure all client deliverables and KPIs are met.

You will act as a key member of the administration team, taking responsibility for complex client activities while supporting junior team members and contributing to wider departmental objectives.

Key Responsibilities:

Client & Stakeholder Management

• Build and maintain strong relationships with clients, Investment Advisors, auditors, and third parties
• Develop in‑depth knowledge of client structures and bespoke requirements
• Resolve client queries and provide effective operational solutions
• Work closely with Relationship Managers on fee structures and service changes
• Present operational matters to Boards and attend ad‑hoc meetings as required
• May act as a client director on relevant structures

Operational Delivery

• Manage end‑to‑end investor administration, including capital calls, distributions, transfers, closings, tax reporting, and audit confirmations
• Perform daily and ad‑hoc cash management, FX processing, invoice payments, loan facility amendments, and bank reconciliations
• Support company secretarial activities including SPV setup, board meetings, minute taking, and compliance with constitutional documents

Team Leadership & Development

• Lead by example, promoting a collaborative, professional team environment
• Coach and develop junior team members through on‑the‑job training
• Ensure procedures are accurate, up to date, and consistently followed
• Support workload management across the team and assist during peak periods

Governance, Risk & Departmental Support

• Ensure compliance with internal controls, AML/KYC requirements, and regulatory obligations
• Act as an authorised signatory where required
• Monitor and support departmental KPIs and policy adherence
• Contribute to audits, SOC 1 reviews, regulatory submissions, and internal projects
• Support new business pitches, outsourcing oversight, and technical training initiatives

Skills & Experience

• Strong knowledge of Guernsey Company, POI and Partnership law
• Must have proven experience in Private Equity and/ or Fund Administration
• Confident communicator with clients and senior stakeholders
• Demonstrated people management and leadership capability
• Strong analytical, problem‑solving, and organisational skills
• Ability to manage priorities and deadlines effectively
• Advanced Excel skills; Investran knowledge advantageous
• Self‑starter, flexible, and able to perform under pressure

Senior Fund Administrator, Private Equity – Guernsey - R149447

An opportunity has arisen within Northern Trust’s Private Equity Operations team. This role sits within the administration team and supports the delivery of a high‑quality service to Private Equity clients, including complex structures and active investment portfolios.

The Consultant (Senior Fund Administrator) will work closely with internal teams and Investment Advisors, managing cash management, investor administration, and client deliverables, while ensuring deadlines, controls, and KPIs are met.

Key Responsibilities:

Client & Operational Delivery

• Act as a primary point of contact for clients, Investment Advisors, and third parties
• Develop a strong understanding of client structures and bespoke requirements
• Deliver and coordinate key client tasks, including complex and project‑based activities
• Work collaboratively with internal teams to ensure timely delivery of all client outputs
• Resolve complex operational queries and escalate issues as required

Fund & Investor Administration

• Perform end‑to‑end investor administration including capital calls, distributions, transfers, closings, tax reporting, and audit confirmations
• Manage daily and ad‑hoc cash management, FX processing, invoice payments, loan facility amendments, and monthly reconciliations
• Undertake AML/KYC reviews, including higher‑risk investors
• Carry out signatory responsibilities, including review and approval of bank‑related updates

Team & Oversight Responsibilities

• Manage assigned mailboxes and prioritise workload effectively
• Support and review the work of junior team members
• Provide on‑the‑job training and assist with task rotation across the team

Company Secretarial & Governance

• Attend board meetings and prepare minutes
• Support SPV formation and ongoing entity administration
• Ensure adherence to constitutional documents, internal controls, and company policies

Risk, Controls & Process Improvement

• Identify process improvements and operational efficiencies
• Ensure effective use of systems and technology
• Work with Compliance and Legal to maintain regulatory compliance
• Escalate service delivery risks and operational issues appropriately
• Act as a subject matter expert and support departmental initiatives as required

Skills & Experience

• Previous experience as a Senior Fund Administrator, ideally with signatory responsibility
• Strong understanding of fund administration and Private Equity structures
• Excellent organisational skills with the ability to manage multiple priorities
• Strong analytical and problem‑solving capability
• Confident communicator, including presenting to small groups
• Advanced Excel skills; Investran experience an advantage
• Industry knowledge of financial instruments, regulations, and local laws
• Business or financial services qualification (or working towards) desirable
• Self‑motivated team player, able to work under pressure with minimal supervision

RSM Channel Islands

Job Description

Assistant Trust Officer - Guernsey

We are looking for an Assistant Trust Officer to join our Trust team. You will assist team members by administering a portfolio of Trust & Corporate clients while building relationships and ensuring the highest quality day-today service is provided.

Your responsibilities will include:

• Routine administration for clients
• Accurately actioning client banking instructions
• Ensuring that chargeable time is properly recorded against clients and invoices for the team are raised in a timely fashion
• Acting as primary and/or back up relationship manager for a number of clients in the team
• Constructing accurate written communications – letters, emails, minutes
• Consulting and escalating issues and exceptions to senior team members to alleviate problems or risks.
• Ensuring revcomps (Review Comments Compliance) are completed
• Ensuring CDD is maintained for all clients in accordance with guidelines set and communicated by the Risk & Compliance department;

Your qualifications and skills include:

• A minimum of three years of relevant trust and corporate experience
• A proven academic record
• Commenced studying for a relevant qualification
• A commitment to a career in trust and corporate administration
• Accurate written and effective verbal communication skills
• The ability to use MS Word, Excel and Outlook at an intermediate level
• A demonstrated commitment to consistently providing quality client service
• Good team skills and be flexible to change and the needs of the business
• Detail orientated and analytical
• Capable of working in a deadline/volume driven environment whilst maintaining accuracy and focus
• A willingness to learn new skills.

Marketing Executive - Corporate and Fiduciary - Jersey

This role requires an enthusiastic, motivated and highly organised individual who can implement highly effective external communications initiatives in support of Ogier’s brand and business plan.

You’ll be digital savvy with an understanding of the role of data in marketing, with strong writing skills and an eye for detail.

Key Responsibilities

• Working within Ogier Global's Marketing team on external brand and communications campaigns across all locations and service lines
• Using, updating and maintaining all channels including advertising, media, collateral, thought leadership, newsletters, web and social media
• Using data to build and refine marketing campaigns
• Co-ordinating Ogier's marketing plans
• Supporting Ogier people in their delivery of effective communication
• Creating effective briefs and contributing to the effectiveness of agency relationships
• Budget support

Skills Knowledge and Expertise

• Strong skills in writing and accurate proof reading
• Relevant marketing qualifications (eg CIM, CIPR) or studying towards qualification preferred
• Background in marketing communications, media, digital or brand management
• Experience in using social media, content management systems, design and/or mailing software
• Proven organisational skills including the ability to manage and deliver to strict deadlines
• Ability to work effectively in a team and support colleagues
• Experience of working with agencies

Bookkeeper & Accountant - Guernsey

This is a full-time, on-site role for a Bookkeeper & Accountant located in Saint Peter Port. The role involves maintaining accurate financial records, managing accounts payable and receivable, preparing financial statements, and handling tax compliance. The Bookkeeper & Accountant will also ensure timely reporting, assist with audits, and provide financial insights to support decision-making. This position requires a detail-oriented professional who is highly organized and prepared to work in a collaborative office environment.

Qualifications

• Proficiency in bookkeeping and accounting practices, including expertise in managing financial records, accounts reconciliation, and preparing financial statements.
• Knowledge of tax compliance and regulations, as well as the ability to assist in audits and financial reporting.
• Strong organizational and analytical skills, with attention to detail and accuracy in financial management tasks.
• Proficiency in accounting software and tools, as well as a good understanding of spreadsheets and other financial tools.
• Effective communication and interpersonal skills, with ability to collaborate within a team setting.
• Relevant accounting qualifications or certifications are highly desirable (e.g., ACCA, ACA, CIMA, or equivalent).
• Prior experience in trust and company administration, or within the wealth management/financial services sector, is an advantage.

Job Description

Job Title:             Client Relationship Manager

Jurisdiction:             Guernsey

Department:             Private Wealth

About Us

Suntera Global is a multi-jurisdictional provider of fund, corporate and private wealth services. We believe in empowering responsible ambition through the professional delivery of fund, company and trust administration as well as outsourced compliance, escrow, accounting, and tax services. We have over 400 specialists supporting a global client base from offices in the Bahamas, the Cayman Islands, Guernsey, Hong Kong, the Isle of Man, Jersey, Luxembourg, Malta, and the US. For more information visit suntera.com.

About the Role

As a Client Relationship Manager, you will provide efficient, timely and high-quality administration services to a continually expanding, multi-billion family trust structure. This structure liaises daily with the large family office located abroad and includes listed trading companies, traditional financial investments, Private Equity and very early stage tech start-up companies, art, property, private jets and yachts. The structure oversees a number of other entities located in a number of external jurisdictions.

• Working in a team of 5, providing support to the ACD and Client Director
• Assisting with short to long term admin projects to ensure the clients/family office continue to receive a high level of service in matching with the Company’s values.
• Assisting in the mitigation of risk factors by helping with the review and management of administration and compliance work
• Acting as a “C” Signatory
• Assisting with the provision of financial information and oversight sufficient to allow our accountants to draft financial statements
• Undertake FATCA/CRS reporting and similar work
• Assisting intermediaries in meeting their client’s expectations within legal and regulatory frameworks
• Maintaining a proactive relationship with the clients and family office
• Providing a collaborative approach to joint projects
• Opening of client bank/investment accounts and related tasks
• Payment preparation and transaction monitoring
• Maintaining the Business Central and DMS databases
• Providing support to team members generally; and
• Maintaining CPD requirements and keeping up to date with all industry developments
• Any other ad-hoc tasks and responsibilities as assigned to you by your Manager.

About You

You will have strong relevant experience and strong interpersonal skills. The following attributes would also be advantageous:

• Experience and understanding of managing trust structures
• Qualified in STEP, CGI, ACCA or similar professional qualification, or working towards the same
• Be proactive and forward-thinking with the ability to deal with tasks independently and use your initiative
• Excellent organisational and communication skills

• Ability to work to deadlines and meet and define KPIs
• Be a brand ambassador and role model for the brand values of empowering responsible ambition

This is an exciting opportunity to join a professional team and develop new ways of working, where you will have the opportunity to input into the evolution of our business processes on an ongoing basis. In addition to a competitive salary, you will be rewarded with a performance-driven bonus, a comprehensive benefits package, and the training and career opportunities that come as standard with a dynamic and rapidly growing group of companies.

Key People

The team members, line managers and hiring managers the candidate may interact with during the hiring process and on the job.

• Victoria Tonks, Deputy Head of Private Wealth
• Andrea Robert, Client Director
• Sarah Langford, Assistant Manager, People & Culture

Governance, Regulatory Obligations and Conduct

• Live the Suntera values and act with integrity.
• Maintain at least the minimum number of CPD hours per year to meet the requirements of professional memberships.
• Where you hold a prescribed position with the Guernsey Financial Services Commission, ensure that you maintain your personal questionnaire in a timely manner and advise Sunter of any matter which may impact your prescribed position.
• Take personal responsibility for embedding and maintaining appropriate and effective internal controls, including Policies, Procedures and Controls (“PP&Cs”) to manage risks that are applicable to your role, that of your department and Suntera.
• Provide timely and accurate reporting to the relevant Suntera Board and/or Committee.
• Comply with all applicable Suntera PP&Cs relevant to your position within Suntera including those contained within the Employee Handbook.
• Responsibilities extend to compliance with the IT PP&Cs contained within the Employee Handbook.

Junior CDD Analyst - Control & Testing - Guernsey 

We are looking for CDD Analyst to join our Client Services team (CST), who play a crucial role in ensuring smooth and compliant client relationships. This junior position will support the control side of the Client Services team to develop expertise in this area. 

 Your responsibilities will include:

• Supporting the Control function by keeping Control Inbox up to date. This involves:
  • updating the core Banking system (blocking/unblocking customers, applying relevant markers, updating risk rating and countries) and usage of other in-house systems
  • liaising with other Teams (multi-jurisdictional) to process their instructions or request additional information whilst prioritising tasks and adhering to internal policies and procedures
  • ad-hoc screening of customers,
  • undertaking other specific duties or projects as may be required from time-to-time.
• Assisting in testing Approved Introducers to ensure compliance.  This involves:
  • organising MLRO visits
  • receiving and filing customer documentation
• Participating in a structured training program to learn the fundamentals of CST           

Your qualifications and skills include:

• Good knowledge of the basic Microsoft applications, especially Word and Excel,
• Proficient in Mathematics, with very strong English skills,
• Excellent communication and inter-personal skills
• A good level of personal organisation and effective task prioritisation
• Attention to detail
• A collaborative approach.
• Some KYC experience preferred but training will be provided for the right candidate.