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.

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.

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.

Paralegal - Jersey

This role will provide an efficient support service to Associates and Partners on the full range of contentious matters.  This role may require you to record your time in line with our procedures.

Key Responsibilities

•  Assisting in drafting a range of legal documents 
•  Reviewing and summarising legal and other documents 
•  Performing legal research and analysis including document disclosure exercises. 
•  Printing and collating legal documents
•  Checking legal forms/documents for accuracy 
•  Assisting in the preparation of reports, correspondence and bundles
•  Maintaining system based filing systems, assisting in file openings and CDD requirements
•  Carrying out searches in a prompt and efficient manner
•  Assisting with monthly billing, WIP lists and processing expense claims and fee earner time entries
•  Supporting the team's marketing plans
•  Assisting with arranging local business development events and off-island trips, which may include arranging travel, accommodation and setting up meetings
•  Working flexibly as a team member with the department to ensure there is support cover throughout the working week to meet the client needs. 
•  Providing administration and support to fee earners as required
• Taking responsibility for a wide range of tasks/projects as required by the partners/lawyers in the group
•  Adhering to all policies, procedures and regulations as required

Skills, Knowledge & Expertise

• High School or degree level educated.
• Preferably having or working towards a legal or administrative qualification.

Knowledge/skills/experience

•  Some previous experience in a legal environment, ideally in a similar role.
•  Document management experience would be useful.
•  Strong IT skills.
•  Excellent communication skills (written and verbal).
•  Willingness and ability to learn about the law.

Competencies

We would like you to have:

•  Organisational/time management skills and the ability to prioritise and manage a workload effectively within deadlines.
•  A responsible, disciplined and methodical approach and a keen eye for detail.
•  The ability to use initiative to resolve issues and to work independently with appropriate supervision.
•  Team spirited, with flexibility and enthusiasm.

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.

Senior Finance Administrator

The Senior Finance Administrator role supports the day to day operations of the Finance team by working closely with the Senior Finance Operations Manager and fellow Finance Administrators. Key responsibilities include managing accounts payable and receivable, overseeing billing processes, completing reconciliations, processing conveyancing transactions, and carrying out other operational duties that support the department and the wider Bedell Cristin global partnership.

Key Responsibilities

• Timely and accurate posting of cash receipts, ensuring attention to new payors and completing anti–money laundering checks in line with company policy prior to application. 
• Uploading and completing all bank reconciliations in the practice management system (Aderant), ensuring reconciling items are monitored and resolved promptly. 
• Managing and resolving a range of daily tasks and enquiries received through the Finance Helpdesk. 
• Processing supplier invoices and staff expenses, preparing BACS payments during scheduled payment cycles, and managing any ad hoc payment requirements. 
• Demonstrating competence across all banking platforms and entering electronic payments for authorisation. 
• Preparing invoices and managing billing queries received from practice groups. 
• Posting and maintaining records in the practice management system. 
• Running WIP and debtor reports and producing additional breakdowns for practice areas as required. 
• Posting corporate credit card transactions and reconciling them to statements and receipts. 
• Assisting the Property Team with weekly considerations related to property transactions. 
• Managing client accounts and ensuring full compliance with Jersey Law Society and group policies

Knowledge, skills and experience

Technical knowledge

• A solid understanding of the core accounting principles.
• Competence in MS Office (particularly Excel, Word, and Outlook).
• Previous experience using Aderant is advantageous but not essential. 

Skills and experience

• A minimum of three years' experience in a similar role, ideally within a professional services environment
• A positive, proactive, and adaptable approach to work and problem‑solving.
• Values teamwork and actively contributes to a supportive working environment.
• Maintains a positive attitude during busy periods (e.g., month‑end) and consistently meets deadlines.
• Strong time‑management skills with the ability to prioritise, organise, and deliver a varied workload effectively.
• Exceptional attention to detail.
• Strong verbal and written communication skills, encouraging open dialogue, constructive feedback, and transparency.
• Builds trust by being dependable, accurate, solution‑focused, and demonstrating a high level of initiative.

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.