Job Summary:

To assist with the day-to-day running of new business within the trust administration department, before handover to the client administration teams. Dealing with a wide variety of tasks which will be of a complex nature, obtaining the various documentation required to establish/take on an entity or structure and the establishment of the entity or structure including all constitutional documentation. Act as an B signatory to client bank accounts and B signatory in respect of documentation required as part of establishment or taken on. Help develop and mentor more junior members of the trust department, in relation to new business processes. This job role is open to Manager or Assistant Manager levels.

Job Accountabilities:

• The day to day running of new business clients. Tasks will involve:
• Undertaking client discovery and application process.
• Ensuring that statutory records are kept up to date and are accurately maintained at all times.
• Reviewing and approving identification and obtaining all due diligence required for new business.
• Preparation of all necessary internal documentation (DTE, preparation of minutes/resolutions etc.), liaising with the new business committee to obtain sign off for client acceptance.
• Attend and present to the New Business Committee (Client Risk Committee) when necessary.
• Entity or structure establishment/take on process, including incorporation, appointment of officers, registry updates etc.
• Completion of the current stage 4 process, to undertake structure/client handover to the identified team who will provide ongoing admin services.
• Review and sign off stage 4 checklists where applicable.
• Responsibility to oversee the completion of the new business reporting, to present to RPs on a monthly basis.
• Liaison with RPs throughout New Business process and to attend meetings with clients and intermediaries, when required.
• Liaison with the clients and intermediaries both by telephone and in writing throughout the take on/establishment process (until our appointment and finalising any matters regarding the take on of the assets of the structure.
• Assist more junior staff with queries/problems, within the Trust Department.
• Assisting the Associate Director as necessary.
• Monitor work given to other departments who are assisting with the New Business process.
• Supervision of more junior members of the team (if applicable).
• To attend BD meetings, when required.

Minimum Education and Experience

• Educated to ‘A’ Level standard, or equivalent.
• A minimum of 5 years’ relevant experience
• Achieved or be studying towards a relevant professional qualification i.e., STEP Certificate/Diploma

Required Skills

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

Customer Experience Representative (Complaint Handler) - Guernsey or Jersey

Overview

At Skipton International, we’re committed to delivering exceptional customer experiences. As a Customer Experience Representative (Complaint Handler), you’ll play a key role in understanding and resolving customer queries, ensuring outcomes that are fair, compliant, and aligned with our values. You’ll be a role model for outstanding service, working across teams to improve processes and champion the voice of the customer. This is a great opportunity to make a real impact in a dynamic, customer-focused environment.

Key Accountabilities

• Deliver high-quality, compliant customer service that supports positive outcomes and minimises complaints escalation.
• Resolve customer queries and complaints effectively, aiming for first point of contact resolution.
• Build strong relationships to understand root causes of customer sentiment and support continuous improvement.
• Ensure all interactions align with internal procedures, regulatory requirements, and Skipton’s values.
• Maintain customer confidentiality and data integrity in line with security policies.
• Embrace learning, development, and change to support personal growth and team performance.

Responsibilities

• Respond to customer queries across channels in line with Skipton’s complaints framework and service standards.
• Apply knowledge of products, policies, and procedures to deliver accurate and timely resolutions.
• Share insights and feedback to support improvements in customer and colleague experiences.
• Take ownership of individual customer cases, ensuring fair and tailored outcomes.
• Support operational risk management and compliance with all relevant policies.
• Contribute to a culture of continuous improvement, learning, and high performance.

People Consultant / Regional Lead (12886) - Guernsey

Description of role and key responsibilities:

The People Consultant/ Regional Lead role for IBCI will work to ensure a consistent Investec employee experience for our employees. The Regional Lead will be responsible for leveraging the offerings of specialist teams within People & Organisation (‘P&O') e.g. Reward, Learning, Benefits, Organisational Development etc and working to hone these for the Crown Dependencies, for which they will have responsibility for all IBCI employees across all three offices. They will be fluent in Investec culture and employee value proposition and work for this to be reflected in each element of the employee life cycle. They will also be responsible for sharing feedback about how the present adapted IBCI offering can integrate and leverage, ensuring consistency where suitable and local nuance where not.  

The successful incumbent for this role will be a true generalist who can build trusted relationships with all employees and can act as an ambassador for the Company, a partner for the CEO and regional leadership team.

Core Responsibilities:

• Work with the IBCI CEO and Leadership Team to diagnose current people and organisation needs and to then action those in partnership with London based specialist teams as needed.
• To have a strong knowledge of local (Crown Dependencies) employment law and its practical application. First port of call for advice and pragmatic management of all employee relations matters. To build trusted relationships with employees in the office and to maintain confidentiality as required.
• Covering all areas of the employee lifecycle from attraction, selection and onboarding to exits
• To work with the IBCI CEO to help create a high performing environment within the office on any employee engagement activities
• In partnership with the employee led BID groups within London, leverage and build upon these locally, creating opportunities for employees.
• To undertake the above in a way which is aligned to Investec's culture and values.

Core Skills and Knowledge:

Further competencies skills and knowledge

• To act with integrity at all times and embrace the philosophy of treating our customers fairly;
• Regulatory knowledge as applicable to role;
• Coaching and assessment (compulsory for managers and supervisors);
• Experienced People/HR Consultant with a demonstrable track record in managing employee matters
• Holding a good financial understanding to work with the IBCI CEO to guide and oversee the annual salary and bonus process, recognising salary surveys, overseeing payroll and working with audit;
• Experience in partnering and influencing leaders and teams
• Strong employee relations and mediation experience
• Strong communication and interpersonal skills
• Strong knowledge of local employment law: a demonstrable track record of practical, pragmatic application and advice on employee relations matters.

Mandatory professional qualifications and exams (required for the role):

We are looking for individuals who are qualified in HR, for example, CIPD, MA or equivalent in HR and / or Organisation Psychology would be ideal.  Likewise, a coaching qualification or experience would also be an advantage.

Receptionist/Admin Support - Guernsey

Overview

We are seeking a highly efficient, professional, and friendly Receptionist to join our team in Guernsey. The role involves providing excellent customer service through telephone calls, emails, and personal interactions at the office. You will be the face of Skipton International, ensuring a welcoming and professional environment for all visitors as well as supporting the Customer Operations team with administrative duties.

Key Accountabilities

• Greeting, clients, visitors, and guests; determining the purpose of each person’s visit and directing them to the appropriate contact in the office
• ​Arranging travel and taxis for business and clients as required.
• Arranging lunch/refreshments for leadership team where required.
• Managing the booking of meeting rooms and setting up accordingly for client visits, senior executive visits accordingly.
• Prepping meeting packs under the direction of the Senior Executive Assistant.
• Provide admin support to the Customer Operations Team

Requirements

• A-C in Maths and English at GCSE level or equivalent experience (a Banking Certificate would be a bonus)
• Excellent communication skills.
• Experience in dealing with customers and customer dissatisfaction.
• Experience in learning new products.
• Banking knowledge, products, and services (experience of T24 & TCIB is an advantage)

Trust Manager - Guernsey

We are looking for Trust Manager to oversee a team of relationship managers and administrators as well as taking care of a portfolio of client relationships.

Your responsibilities will include:

• Managing, delegating and controlling the team’s routine processing including:
  • Cash Management
  • Exercise of Discretionary Powers
  • Maintenance of records, statutory or otherwise
  • The review and monitoring of Investment Portfolios
  • Providing management information to senior management team
  • Attending management meetings and contributing to the enhancement/development of internal practices and procedures

• Following internal policies and procedures
• Providing an exceptional level of client service
• Ensure that employee’s time chargeable utilisation targets are met and are attributable to client relationships and Invoices are raised and paid in a timely fashion
• Ages debtors for the team are monitored and followed-up for payment
• Acting as primary relationship manager for a number of clients and intermediaries
• Seeking opportunities to develop relationships and cross sell
• Effective supervision of the team, including:
  • Setting SMART objectives
  • Performance management and effective completion of performance appraisals
  • Providing on the job training
  • Delegation of tasks and follow-up completion
• Maintaining awareness of the regulatory environment
• Ensuring revcomps (Review Comments Compliance) completed and any action points diarised for follow-up
• Contributing to a satisfactory (or better) audit rating for BTGL.

Your qualifications and skills include:

• A relevant professional qualification e.g. STEP, ICSA or ACCA
• Strong Knowledge and experience of offshore trust and company administration
• Excellent personal organisation and time management skills.
• Communication, interpersonal and negotiation skills
• A proven track record of client service excellence and business development
• Experience of successfully managing a team and meeting billing/cash collection targets and deadlines
• Good knowledge of Guernsey’s regulatory environment
• Willingness to travel at short notice

Assistant Manager, Fiduciary Investment Review - Guernsey

 We are looking for an Assistant Manager for our Fiduciary Investment Review team. This is a prominent role with responsibility for oversight of performance and risk in relation to client investment portfolios across all Butterfield Group Trust locations.

 Your responsibilities will include:

• Assisting with leading the team responsible for undertaking client investment portfolio reviews.
• Ensuring that investment reviews are carried out in line with Group Policy and relevant regulation.
• Completing internal portfolio reviews against market benchmark and peer group.
• Assisting with the relationship management of external service providers used in the investment review process.
• Collaborating with and supporting employees and liaising with external parties (including third party investment managers) on matters relating to client investment performance and risk.
• Reviewing permanent documentation and making decisions on the nature and frequency of investment reviews to be undertaken.
• Supporting and overseeing the ongoing remediation and enhancement of portfolio-related data within the core administration systems.
• Using data from existing business intelligence systems and reworking and preparing this according to the requirements of numerous different stakeholders.
• Preparing information for and assisting the team manager with chairing and leading meetings of the Fiduciary Investment Committee in various jurisdictions and ensuring that these committees function according to the established Terms or Reference.
• Support the Manager with the development and implementation of a number of new initiatives and projects.

Your qualifications and skills include:

• Competent verbal and written communication skills.
• Confidence in presenting information to a wide range of audiences, including senior management.
• Excellent IT user skills, particularly in Microsoft Excel.
• Capability to work quickly and accurately whilst applying analytical skills.
• Capacity to work on multiple concurrent projects.
• A broad interest in the investment market portfolio management.

Does this sound like you?

Officer, Custodian Trustee - Guernsey

 This role focuses on oversight monitoring and governance functions, but will also offer the opportunity of an administration role, with the review and reconciliation of daily, monthly, quarterly and other periodic valuations for Guernsey regulated funds.

Your responsibilities will include:

• maintaining the breach register
• monitoring status of CT (Custodian Trustee) checks
• annual account and Scheme Particular reviews
• Open & Closed reporting
• GFSC notifications and supporting and assisting with on-site visit programme s
• Monitoring regulatory activities of each Fund
• To be familiar with and review the Rules relating to the schemes of which we are Custodian Trustee
• Assisting in the investigation and review of actual and potential breaches and pricing errors.
• Undertaking daily, monthly, quarterly and other periodic valuation reconciliations and completion of the associated CMO checks
• Assisting with reviewing and checking the accuracy of procedure updates ensuring they work properly and are fit for purpose.
• Where required, supporting senior colleagues with completing the audit processes.
• Providing cover support in respect of:
  • Financials
  • Billing fees
  • Updating ‘Fund BIBLE’
  • Review of income distributions and fee calculation checks
  • AGM notice chasing
  • NAV sheet cover

Your qualifications and skills include:

• Good Guernsey Funds background, with custodian or administration experience.
• Good Knowledge and experience of the rules and GFSC guidance notes applicable to the Collective Investment Scheme business in Guernsey.
• Working knowledge of pricing sources such as IDS and Bloomberg.
• Working knowledge of the Banking computer system as well as sound network application skills.
• Good clear Communication, presentation and interpersonal skills.
• Effective personal organisation, prioritisation and time management skills.
• Willingness to learn from attending courses, both internal and external as required.

Money Laundering Compliance Officer (12557) - Guernsey