Trainee Administrator - Real Estate - Jersey

We think that our open and progressive work environment is something to shout about, and we're always looking for talented people who are looking for a platform to build a career. Our latest opportunity is for a Trainee Administrator to join our Real Estate services department, and be part of our growing team.

The Trainee Administrator will assist in delivering a range of corporate administration services to a varied portfolio of clients and related entities, applying good time management and organisational skills to ensure that work is completed within the agreed timeframes.

Key Responsibilities

· Assisting with the formation and ongoing administration of a portfolio of companies, trusts and limited partnerships

· Preparing minutes, resolutions and correspondence, coordinating of the timely execution of documentation, attending to statutory filings in accordance with applicable deadlines, maintaining statutory records

· Processing of bank payments, reconciliation of payment logs and approvals

· Production and circulation of invoices, fee collection and chasing debtors

· Ensuring client records are maintained accurately and with a high degree of integrity

· Accurately recording all time spent dealing with client matters and ensuring the clients are correctly invoiced

· Adhering to all applicable internal policies and procedures, including those related to the prevention of anti-money laundering and terrorist financing, the reporting of suspicious activity or transactions, client due diligence and record keeping

· Pro-actively taking on additional responsibilities and administration tasks as required 

· Highlighting any suggestions or innovative ideas to improve the efficiency of daily tasks, including those which will improve the overall client experience

· Driving personal development using all the resources available

Skills, Knowledge and Expertise

· Strong academic background.  Willingness to study towards professional qualification (e.g. ICSA or STEP)

· Previous relevant administration experience or enthusiasm to move into a corporate administration position

· Excellent written and verbal communication skills 

· Working knowledge of MS Office package (Outlook, Word, Excel, Power Point). Experience in using Viewpoint would be an advantage

· Ability to deal with tasks independently and use own initiative

· Responsive and client focused, with strong organisational skills and attention to detail 

· Must be committed and driven to achieving excellence for themselves, their client and their team

Senior Administrator - Real Estate Services - Jersey

At Ogier, we are deeply committed to fostering an open and progressive work environment, where our people-first culture continuously supports and enhances career development. 

Under the supervision of a senior team member the successful candidate will be expected to work independently, acting as the primary day to day contact to deliver a range of corporate administration services to a varied portfolio of clients and related entities.

Key Responsibilities

• Managing the formation and ongoing administration of a portfolio of companies
• Liaising with clients and third parties such as lawyers, auditors, bankers and investment managers as required
• Transaction management, including organizing and attending client meetings as required, drafting minutes and resolutions, attending to statutory filings in accordance with applicable deadlines, maintaining statutory records and coordinating of the timely signing of documentation
• Processing of bank payments, reconciliation of payment logs and approvals
• Production and circulation of invoices, fee collection and chasing debtors
• Supervise and assist in the training of Trainee Administrators and Administrators and provide feedback and identify any additional training needs to your direct manager
• Absolute devotion to data integrity with attention to detail in all activity, with particular focus on utilising the systems to their maximum potential to drive efficiency and client service
• Supporting the Ogier Best Way' ethos across the team through rigorous process analysis to drive alignment and consistency
• Contributing towards the business as a whole in identifying process improvements, improvements in policies and procedures and any other service innovation changes that would improve the client experience
• Monitoring of WIP and billing in accordance with fee agreements and undertaking fee reviews where necessary
• Ensuring compliance with all applicable laws, regulations and internal policies and procedures, including those related to the prevention of anti-money laundering and terrorist financing, reporting of suspicious activity or transactions, client due diligence and record keeping
• Undertake any project work as required, undertaking initiatives identified and designated from time to time by your direct Manager 

Skills, Knowledge and Expertise

• 4-6 years’ relevant experience in the finance industry preferred
• Strong academic background, Bachelor’s degree or equivalent preferred. Working towards or holding a professional qualification such as ICSA
• Excellent written and verbal communication skills
• Strong working knowledge of Viewpoint would be an advantage
• Working knowledge of the MS Office package (Outlook, Word, Excel, PowerPoint)
• Good understanding of the applicable statutory laws and other related legal and regulatory requirements, including anti-money laundering regulations
• Responsive and client focused with strong organisational skills and attention to detail. Ability to deal with tasks independently and use own initiative
• Ability to provide training/mentoring to junior members of the team
• Must be committed and driven to achieving excellence for themselves, their clients and their team

Administrator - Corporate Services - Jersey

We think that our open and progressive work environment is something to shout about, and we're always looking for talented people who are looking for a platform to build a career. Our latest opportunity is for an administrator to join our corporate services department, and be part of our growing team.

Under the supervision of a senior team member, the successful candidate will work with team members in delivering a range of corporate administration services to a varied portfolio of clients and related entities, managing the related workload to ensure that client requests for actions are responded to within a suitable time frame.

Key Responsibilities

• Administer a diverse portfolio corporate clients
• Preparation of minutes, resolutions and correspondence, coordinating of the timely execution of documentation, attending to statutory filings in accordance with applicable deadlines, maintaining statutory records
• Liaising with clients and third parties such as lawyers, auditors, bankers and investment managers as required
• Processing of bank payments, reconciliation of payment logs and approvals
• Production and circulation of invoices, fee collection and chasing debtors
• Pro-actively take on and support additional responsibilities and administration tasks as required by your manager or clients
• With the assistance of the wider team, supervise and assist in the training of Trainee Administrators and provide feedback and identify any additional training needs to your direct manager
• Absolute devotion to data integrity with attention to detail in all activity, with particular focus on utilising the systems to their maximum potential to drive efficiency and client service
• Support an 'Ogier Best Way' ethos across the team through rigorous process analysis to drive alignment and consistency
• Contribute towards the business as a whole in identifying process improvements, improvements in policies and procedures and any other service innovation changes that would improve the client experience
• Ensure compliance with all applicable laws, regulations and internal policies and procedures, including those related to the prevention of anti-money laundering and terrorist Financing and reporting of suspicious activity or transactions, client due diligence and record keeping
• Undertake any project work as required, undertaking initiatives identified and designated from time to time by your direct Manager

Skills, Knowledge and Expertise

• 2-4 years’+ relevant experience in the finance industry preferred
• Strong academic background. Ideally working towards or holding a professional qualification such as the Chartered Governance Institute UK & Ireland's Level 4 / 5 International Finance and Administration qualification (formerly ICSA) 
• Excellent written and verbal communication skills
• Working knowledge of the MS Office package (Outlook, Word, Excel, Power Point). Experience in using Viewpoint would be an advantage
• Good understanding of the applicable statutory laws and other related legal and regulatory requirements, including anti-money laundering regulations
• Experience working with Jersey companies
• Responsive and client focused with strong organisational skills and attention to detail
• Ability to deal with tasks independently and use own initiative
• Must be committed and driven to achieving excellence for themselves, their clients and their team

Director of Trust and Corporate Administration / Director, Corporate Legal Solutions, Private Clients - Guernsey

Intro: 

To act as Director on Private Client cases, providing fiduciary services in accordance with the relevant Client Services Agreements and the various laws and regulations pertaining to the Group’s Guernsey regulatory licences. 

The key responsibilities for the role are noted below and as Director, Private Clients you will also be expected to undertake any such duties that are deemed a reasonable requirement, for example, leading and managing any relevant projects that are related to the role. You will be expected to act as an Ambassador for CSC Guernsey and Group representing the firm to raise awareness in the business community. 

Some of the things you will be doing: 

• Ensure CSC business goals and local strategy are aligned, understood and communicated effectively internally and externally. Leading the Guernsey private clients business; 

• Contribute to the strategic success of the business by ensuring that financial targets are met; 

• Identify and develop growth opportunities through new business and the extension of the existing client base to include opportunities to refer business throughout the Group; 

• Provide a high level of technical expertise/knowledge on complex cases;  

• Ensure all clients receive a consistent, professional and personal quality service; 

• Take the lead on all contentious client relationships and matters, resolving fee disputes and client concerns;  

• Proactively keep an up-to-date awareness of current industry issues and mitigate the potential negative impact on clients/Guernsey business;  

• As directors of client entities and Guernsey corporate trustee/director entities, to make informed and independent decisions on client transactions backed by supporting information and relevant legal and/or tax advice; 

• Periodically consider higher than normal risk factors impacting the entities in your client allocation. Where appropriate conduct a business assessment in conjunction with the compliance department; 

• Provide leadership, technical guidance and management support to the Associate Directors, Managers, Assistant Managers and Administrators responsible for the day to-to-day administration of client entities; 

• Contribute to the continuous development of the Guernsey private clients team by identifying staff training needs and the active participation in recruitment and succession planning; and 

• Foster good relations between management and staff by demonstrating integrity through effective and open communication with the Guernsey team. 

What technical skills, experience, and qualifications do you need: 

• Evidence of relevant experience in regulated finance or professional services, with the most recent position held in a senior team leading role; 

• Must be able to demonstrate sound leadership skills and management experience; 

•  Solid understanding of the business and markets applicable to the business;  

• Ability to build a successful network of internal and external contacts;  

• Be a technical expert on client structures, including any regulatory requirements; 

• Professional qualification such as ACCA, CGI, STEP or equivalent; 

• Solid IT technical skills; and 

• Drives personal development using all the resources available to achieve success. 

Corporate Secretariat - Guernsey

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

This role is a permanent contract, working within our communications department where you will be responsible for ensuring effective governance by coordinating board meetings, maintaining clear communication between directors and senior management, and maintaining statutory records along with accurately recording board decisions, facilitating corporate governance improvements and supporting the board in decision-making processes across multiple entities.

About your role

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

• providing statutory secretarial services for Guernsey, Switzerland, Cayman and Dubai and for Saffery’s main in-house companies, including day to day minutes, Board meeting management, quarterly minute reporting, governance-related projects and minute template development 
• scheduling board meetings, preparing agendas, and ensuring timely distribution of board papers along with provision of guidance on the content and structure of board papers to ensure clarity and effectiveness 
• developing and maintaining strong, proactive relationships with board members, serving as a key source of information to advise and facilitate efficient and timely communication between the board, its committees, senior management, and non-executive directors 
• recording board decisions clearly and accurately through minute taking and the recording and tracking of action points, ensuring a comprehensive and precise account of discussions and resolutions and communicating board decisions to the relevant members of the management team via quarterly and ad-hoc minutes 
• developing and maintaining a corporate governance improvement plan, ensuring regular reviews and updates based on board evaluations 

We're looking for someone with

• sound technical knowledge and demonstrated technical ability within the corporate governance arena, ideally within a regulated environment, to include relevant legislation, corporate governance codes and audits, and statutory and regulatory requirements 
• successful attainment of a relevant qualification, (ICSA/STEP Diploma 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 relationships both internally and externally 
• the 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 
• critical analysis skills to enable review of existing processes and procedures, along with the ability to formulate ideas and concepts 
• the 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  
• the 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

Executive Director - Private Wealth - Guernsey

As a member of the Board of PraxisIFM Trust Limited this role will be responsible for the governance, management and effective running of the business, ensuring alignment with Group strategy, adherence to all relevant legislation and acting at all times in accordance with the Terms of Reference for the Board of Directors. Leading the Private Wealth administration team(s) the postholder will act as an ambassador for the Company, raise its profile, build its reputation, and gain respect in the marketplace from clients, intermediaries, shareholders, employees and other stakeholders.

Job accountabilities:

• Board member and ‘A’ signatory of PraxisIFM Trust Limited and its affiliated companies
• Oversee and manage a book of client relationships in accordance with procedures manuals, relevant laws, guidelines, regulations and codes of practice
• Lead a team/department/function and have responsibility for meeting business development targets
• Act as the main point of contact in a Client Relationship Director role with responsibility for a complex portfolio of trusts companies or other entities that have engaged PraxisIFM Trust Limited to provide administrative and management services
• Take full ownership for the financial results and performance of one or more team(s) ensuring that resource allocation, succession planning and business performance are aligned to achieve KPIs and deliver business strategy
• Conduct Client Relationship meetings as appropriate to client base and in accordance with Praxis KPIs and standards
• Control and leadership of implementation of ad hoc Department projects from time to time
• Involvement in the development of PraxisIFM Trust Limited fiduciary offerings including the introduction of any products developed in other territories
• Deliver the Praxis Group and PraxisIFM Trust Limited business development strategy through recognition and sourcing of potential introducers of work and meeting them thereafter and ongoing meeting and contact with clients, advisors and marketing leads

Business Development

• Responsibility for defining and meeting business development targets
• Play a key role in developing the business, through recognition and sourcing of potential introducers of work and meeting them thereafter and ongoing meeting and contact with clients, advisors and marketing leads
• Continually network with external contacts to further the development and growth of the business
• Attend business forums and social functions to promote and raise awareness of our expertise and service offering
• Prepare thought leadership articles and deliver internal and external knowledge sharing to promote the services offered by Praxis
• Travel to meet existing and prospective clients/intermediaries, developing the relationship and exploring new business opportunities
• Be alive to changes in the market and consider impact and potential opportunities
• Have a general awareness of financial and economic developments globally

Risk Management and Corporate Governance

• Understand and apply local legislation relating to drug trafficking, money laundering, terrorist financing and any other legislation that impacts on the conduct of fiduciary business within the jurisdiction
• Identify, and document, the principal risks of the Company’s business and review, approve and monitor the implementation of appropriate systems to manage and reduce those risks
• Stay up to date with changes in legislative and professional standards that impact on the Company’s work
• Assist in the management of complaints, operational risks, suspicions etc. in accordance with local procedures
• Ensure understanding and adherence to the Company’s risk management policies and procedures and, where appropriate, be proactive in identifying and proposing improvements
• Monitor compliance with all significant policies and procedures
• Identify and respond appropriately to risk situations relevant to the Company and/or its clients and implement adequate internal controls to mitigate risk
• Further develop the Company’s approach to corporate governance, including aligning corporate governance principles and guidelines with Group as relevant
• Assist in setting its standards, agreeing policy and approving budgets
• Act as a member of the relevant committees of the board as required

Oversight

• Participate in the recruitment and assessment of Senior management
• Oversee the quality and integrity of the Company’s accounting and financial reporting
• Monitor operational and financial performance (including liquidity), approving quarterly management accounts and annual financial statements

Leadership and Communication

• Inspire others and lead by example to promote teamwork, build morale and team spirit and encourage development across the Group
• Implement company strategy by developing the Guernsey business plan to meet group objectives
• Regularly attend meetings with other Directors and managers to cascade information and receive feedback
• Have detailed understanding of the Company’s vision and align the Guernsey planning accordingly
• Actively champion the Company’s values by promoting a culture of professionalism, teamwork and leadership
• Lead a team to include recruitment, performance management and development, reward and remuneration and engagement and motivation
• Support, advise, be decisive and provide direction
• Lead the performance development process for the team, to include appraisals, objective setting, and development planning, recognising of good performance and addressing any underperformance
• Be willing to share knowledge and experience, by supporting, advising and act as a coach and mentor for colleagues
• Encourage high achievers and monitor the development and progression of all reporting staff
• Set stretching, challenging and yet achievable business goals for self and reporting staff
• Act as an ambassador for the business by actively championing the company’s core values, raising the company’s profile and reputation, and gaining respect in the marketplace
• Encourage a positive approach to change
• Identify and communicate issues that can enhance the quality of life and effectiveness at work

Minimum education and experience

• A minimum of ten years’ relevant experience
• Be/to be registered as a Principal Person with the Guernsey Financial Services Commission
• Hold a professional qualification
• The post holder should have extensive fiduciary knowledge at a senior level, to include previous Board experience

Required skills

• Comprehensive technical knowledge in relation to all Fiduciary matters including trusts, companies, pensions, limited partnerships, etc.
• A proven ability to manage and maintain client relationships in accordance with KPIs and PraxisIFM Trust Limited standards
• Demonstrated knowledge of legal and regulatory framework operating in Guernsey and other territories, including anti money laundering provisions and relevant fiduciary laws, etc.
• Ability to lead marketing and business development initiatives to include presenting and delivering new business pitches and other presentations confidently and professionally
• Demonstrated ability to take responsibility for own work including the prioritisation of workload and the ability to meet deadlines
• Excellent communication skills and ability to impart knowledge to others, liaising with clients, clients’ advisors, professional intermediaries, and all other potential sources of work
• Proven leadership skills with the ability to engage, motivate and manage team to drive high performance
• Excellent critical analysis and problem-solving skills, ability to convey these to the team to improve standard of work and levels of efficiency
• Ability to obtain an overview of a situation promptly and ascertain potential problem areas and solutions thereon
• Good understanding of financial markets and finances in general
• Proven leadership skills and interpersonal skills for developing relationships with staff, intermediaries, and clients
• Excellent time management and organisational skills