Firstcall Recruitment Engagement Hub

Sanctions and Financial Crime Specialist

Guernsey/Jersey

Permanent

Full-time

Job ID:

58967

Published date:

04/07/2025

Summary

Senior Support – Sanctions Specialist

Job Description & Summary

At PwC, our people in risk and compliance focus on maintaining regulatory compliance and managing risks for clients, providing advice, and solutions. They help organisations navigate complex regulatory landscapes and enhance their internal controls to mitigate risks effectively. In regulatory risk compliance at PwC, you will focus on confirming adherence to regulatory requirements and mitigating risks for clients. You will provide guidance on compliance strategies and help clients navigate complex regulatory landscapes.

Role: Senior Support - Sanctions Specialist

Location: Guernsey/Jersey

Line of Service: Business Enablement - Risk, Ethics and Compliance

Grade: Senior Associate

Contracted Hours per Week: 37.5 hours

Housing Status Required: Local (Guernsey)/Entitled to Work/Entitled (Jersey)

PwC Channel Islands Overview

PwC is a highly dynamic professional services firm offering Advisory, Tax, Audit and other assurance services to a large portfolio of international and local clients. The Channel Islands firm employs 600+ staff in offices across Jersey, Guernsey and Alderney and is part of an international network of 151 PwC firms employing over 364,000 staff.

Job Summary:

The Compliance Team plays a vital role in ensuring PwC CI complies with its regulatory obligations under the Guernsey and Jersey Anti Money Laundering (AML) regulations and also supports the firm in managing adherence to auditor independence and ethics requirements. We do this by carrying out monitoring and testing of compliance with the Firms’ policies and procedures; ensuring we keep those policies and procedures up to date and issuing a number of reports to the Leadership team.

You will be part of a dynamic and tech-enabled compliance team, where innovation meets expertise in a supportive and collaborative environment.

As a pivotal part of our firm, you will leverage the latest innovative technologies to navigate the complexities of regulatory landscapes effectively. Our team culture emphasises mutual support and continuous professional development, ensuring you have ample opportunities for coaching and advancement. We are committed to fostering your growth and encouraging your journey towards becoming a leading compliance expert in our industry. As part of our team you will have the opportunity to drive process change and transformation.

Responsibilities:

In your role as a Sanctions and Financial Crime specialist, your responsibilities outlined below will be delivered in conjunction with the support of resources within a PwC Poland Centre of Excellence (CoE) as determined by the Compliance Manager/Senior Manager.

Compliance analytics and monitoring (focus on sanctions compliance):

Execution of the following ongoing compliance monitoring activities:

· Assist with the sanctions screening activities, including EU Sanctions screening using Alteryx workflow.

· Support with the quarterly sanctions screening monitoring programme.

· Undertake all compliance monitoring activities pertaining to our Fiduciary Licensee entity in Guernsey, as directed by the Compliance Senior Manager/Compliance Director.

· Maintain and monitor the list of remedial actions required following compliance monitoring tasks in your areas of responsibility.

· Update the breaches register for any findings identified.

· Report status and updates in the monthly Money Laundering Compliance Officer (MLCO) report to the Risk & Quality Committee.

· Understand and conduct annual monitoring over the effectiveness of the firm’s sanctions screening tools and technology.

Compliance advisory

Providing support in respect of the following:

· Dealing with policy queries from Lines of Service (LoS), the CoE and/or the KYC Team.

· Act as the first point of contact for sanctions-related queries and conduct initial reviews before escalating to the Compliance Manager/Senior Manager.

· The review of escalations: primarily Sanctions; and also Adverse News, Politically Exposed Persons (PEPs), requests on an ad hoc basis.

· Development of Sanctions and AML training materials for all Partners and staff, the Centre of Excellence and/or the local KYC Team.

Reporting to stakeholders

· Complete and update all areas of the MLCO report which fall within your roles and responsibilities (with a focus on Sanctions reporting).

· Complete and update the Fiduciary Licensee Compliance Report.

· Provide ad hoc support for updating compliance policies, updating the BRA as well as undertake all other compliance monitoring activities pertaining to PSGL, as directed by Compliance Senior Manager/ Compliance Director.

Update and maintain compliance data

· Prepare and validate sanctions data for all regulatory submissions to relevant regulators, including the JFSC/GFSC.

· Draft regulatory correspondence on sanctions and financial crime matters for review by a Manager/Senior Manager.

· Ensure sanctions-related datasets are accurate and up to date across all compliance repositories, maintaining completeness and accuracy of sanctions-related datasets e.g. updating and maintaining the completeness of the Compliance Task Tracker, Compliance Regulatory Newslogger and the Compliance Monitoring Plan in respect of your areas of responsibility.

· Liaise with technology specialists to drive efficiency, accuracy and effectiveness of the reporting process.

· Develop a deep understanding of the CI regulatory environment: attend regulatory and industry events with a focus on sanctions, documenting key takeaways and submitting action points for review and implementation.

Policies and procedures

· Propose and draft updates to sanctions policies in response to regulatory changes, network guidance, or internal policy forum recommendations.

· Take ownership of and update process notes for areas of responsibility, ensuring timely review and approval by the Compliance Manager/Senior Manager.

· Prepare responses to regulatory consultation papers on proposed updates to sanctions laws, regulations or policies, preparing summaries for internal discussion and review.

· Analyse thematic reviews and publications from the JFSC, GFSC, and Registry on sanctions, preparing impact assessments for internal policy alignment.

· Contribute to the quarterly and annual review of the sanctions section of the Firm’s Business Risk Assessment (BRA), ensuring it reflects current risk exposure and control effectiveness.

· Provide ad hoc support in updating other compliance policies and procedures, particularly those related to AML/CFT/CPF risk assessments and controls.

Compliance projects

· Support the delivery of key compliance projects with a focus on sanctions, including the implementation of new processes, technologies, and policy enhancements.

· Track and report on the status of sanctions-related compliance projects, ensuring timely delivery and stakeholder engagement.

Direct Reports:

· Manager - Regulatory & Engagement Lead

· Senior Manager - Deputy MLRO, Sanctions SME support, QMSE, Network Monitoring and Reporting

Reports into this role:

· None

Qualifications & Certifications:

· A relevant professional qualification (i.e. ACCA, ICAEW).

· ICA Certificate or similar preferred (e.g. ACAMS); or Audit/Internal Audit Qualification; or Legal qualification would be beneficial

Further study support is also available.

Skills & Experience Required:

Essential skills:

Experience in compliance monitoring, audit or an internal audit environment in the Channel Islands.

Attention to detail.

Methodical and organised.

You will have an interest in learning, development and upskilling.

Able to bring your own experience and ideas to a project, not being afraid to show your unique perspective.

You will be reliable and enthusiastic, someone who is able to strike the right balance between working on their own initiative and updating leadership when appropriate.

Desirable skills:

· Good knowledge and understanding of the Jersey and Guernsey AML and Sanctions regulatory requirements and how to apply them in practice for new and existing clients of the firm.

· Strong written and spoken communication skills and strong interpersonal skills for engagement with internal and external stakeholders, including employees, management, and external stakeholders such as regulatory bodies; this should include the ability to challenge and debate professionally.

· Ability to understand and interpret rules and implement the requirements in practice.

· Experience drafting, updating, and disseminating policy changes, reports, and communications.

· Analytical skills for regulatory changes, processing risk updates and engaging with consultation papers or thematic reviews.

· Proficiency / a keen interest in relevant systems and technologies, understanding compliance software and tools that aid in monitoring, reporting, and managing compliance-related data.

· Understanding of risk assessments and mitigation strategies.

· Self-motivated and proactive with good organisational and prioritisation skills to ensure all allocated tasks are diarised, followed up and completed in a timely manner.

Travel Requirements:

This role may require you to travel between our Jersey and Guernsey offices from time to time (circa 2-3 times per annum).

The skills we look for in our people:

All our people need to demonstrate the skills and behaviours that support us in delivering our business strategy. This is important to the work we do for our business, and our clients. These skills and behaviours make up our global leadership framework, The PwC Professional.

The PwC Professional focuses on five core attributes: whole leadership, business acumen, technical capabilities, global acumen and relationships. We use this framework to recruit, develop, and assess our people, at all grades and in all areas of our business, because we expect all of our people to be leaders.

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Entity Review Officer

Guernsey

Permanent

Full-time

Job ID:

58564

Published date:

03/07/2025

Summary

Page 1 of 2

Employment Opportunity

Entity Review Officer

The Company

Albany Trustee has been operating in Guernsey and internationally for over five decades and enjoys

an international reputation as a leading independent and owner managed provider of high-quality

fiduciary and corporate services to predominantly HNW/UHNW multi-jurisdictional private clients.

Albany has approximately 75 client/s family groups, over 250 entities and more than £2 billion assets

across a wide range of asset classes under administration. We are a team of approximately 45 people with a collegiate atmosphere, dynamic executive management team overseen by an experienced Board, including a former global Chairman of STEP.

We have a strong commitment to independence, client service and building long lasting relationships

with clients, colleagues, and advisers alike.

The Opportunity

We are seeking to recruit an Entity Review Officer. The successful candidate will join the Review

Team, focussed on undertaking entity reviews.

The Candidate

The role will suit an ICSA or STEP qualified and experienced practitioner within the fiduciary sector

with a strong compliance background. We are looking for someone with:

• experience of administering a portfolio of clients as well as undertaking entity reviews;

• a sound understanding of applicable trust and company laws, governance and best practice;

• a sound understanding of applicable rules and regulations, in particular the GFSC Handbook;

• an understanding of bookkeeping and accounting principles;

• the ability to identify particular business, legal, financial, taxation and regulatory risks;

• sound analytical skills; and

• effective and concise communication skills.

Duties, Responsibilities and Tasks

The role will include periodic annual/biennial reviews including new entities within 6 months of

onboarding and as required on an ad-hoc basis, subject the overriding supervision of the Team Coordinator and Directors:

• utilising the entity review function within Acumen undertake a detailed review of the electronic and paper records maintained by the Company in respect of client entities and assess adherence to Albany’s policies and procedures;

• detail any errors, omissions, breaches of Applicable Law or Albany’s policies and procedures

or any other failing by the Albany Group in the day to day administration of each client entity since the last time that an entity review was carried in respect thereof;

• bring to the Directors’ attentions, as they arise, any material or significant failings;

Page 2 of 2

• assist with the rectification of any failings discovered during the course of the review process; and

• undertake such other tasks relating to the entity reviews and the review process as the

Directors may, from time to time, reasonably require. The individual will also undertake and/or assist with such tasks as could be considered to be consistent with an internal audit type function including but not limited to:

• Reviewing entity review action point remediation progress;

• Compliance monitoring;

• Regulatory requirements and reporting;

• Ad-hoc projects;

• Adherence to applicable laws, regulations and industry best practice;

• Adherence to policies and procedures;

• Assisting with formulation and development of policies and procedures and associated checklists and forms;

• Source of wealth and funds verification and documenting the same; and

• Such other functions as are agreed.

Application Process

Please apply by email including full c.v. to Helena Leslie, Human Resources Manager h.leslie@albanytrustee.com All applications will be treated in confidence.

Diversity and Inclusion Statement We welcome enquiries from disabled people and value diversity in our workplace.

We will make reasonable adjustments to our application process for candidates who indicate that, owing to a disability, our arrangements might leave them disadvantaged. If you have a disability which you believe may affect your performance, we will be happy to make reasonable adjustments for you.

mailto:h.leslie@albanytrustee.com

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AML Contractor (6 months)

Guernsey

Contract

Full-time

Job ID:

58634

Published date:

03/07/2025

Assistant Manager, People & Culture - 6 mth contract

Guernsey

Contract

Full-time

Job ID:

58465

Published date:

03/07/2025

Summary

JOB TITLE	Assistant Manager	JOB LEVEL: B3
DEPARTMENT	People and Culture
REPORTING TO	Manager – People and Culture – 6 month contract
JURISDICTION	Guernsey

OAK SUMMARY

Oak Group is a leading provider of Fund Administration, Private Client and Corporate Services. The Group is headquartered in Guernsey and has offices in Jersey, Mauritius, the Isle of Man and Bahamas. Our clients range across high-net-worth individuals, families, corporate institutions and asset managers. Oak employs over 240 people, the majority of whom are qualified as accountants, corporate secretaires, and fiduciary professionals. We prioritise continuous growth and development of our people, recognising that their success is the foundation of excellent client service and business growth.

Oak has a new ownership structure whereby it will be owned by a standalone company, Opera. The majority shareholder is Stephen Lansdown, co-founder of Hargreaves Lansdown, the U.K.’s largest stock broking firm and a member of the FTSE 100. Oak is privately owned with a fully-aligned strategy for growth and transformation. Our vision is long-term and extensive and will allow us to plot a strategic arc. Our holistic strategy includes investing into cutting-edge technology and data management tools, investing into back-office simplification to improve client and employee experience, extensive training for our team, and continually enhancing our employee value proposition all to align staff and shareholder interest and fuel a constant drive for sustainable excellence and growth. Oak is committed to this exciting journey.

JOB SUMMARY

This is a dynamic role within the People & Culture (P&C) team, supporting the delivery of employee lifecycle processes, projects aligned with the Oak Group People Strategy, and day-to-day operational excellence. The role includes responsibility for ensuring data integrity, supporting line managers on employee matters, and contributing to projects across jurisdictions. The Assistant Manager is expected to work with some autonomy while supporting and deputising for senior team members as appropriate.

KEY RESPONSIBILITES

Employee Lifecycle & Operational Delivery

Coordinate and administer employee lifecycle processes including recruitment, onboarding, probation, annual performance reviews, and offboarding.
Prepare employment correspondence such as contracts, amendments, and probation confirmations.
Support the delivery of the annual performance and pay review process across jurisdictions.
Maintain P&C systems with accurate and up-to-date employee data; ensure compliance with data protection and regulatory obligations.
Perform background screening and vetting for new hires.

Policy, Compliance & Systems

Contribute to the creation, update, and implementation of policies and procedures to ensure compliance with legal requirements and Group standards.
Assist with obtaining regulatory approvals and work permits (Mauritius jurisdiction).
Liaise with internal and external parties to ensure compliance with employment law and regulatory obligations.

Engagement and Wellbeing

Support engagement and wellbeing initiatives within the business

Employee Relations & Advisory

Act as a first point of contact for employee and line manager queries on policies, procedures, and employee relations matters.
Support, and when appropriate lead, employee relations meetings including disciplinary, grievance, and performance management processes.
Liaise with external legal advisors where required for employment-related matters.

Project Support

Support and deliver key People & Culture projects
Conduct research and provide data and insights to support project planning and reporting.
Prepare periodic reports for management and Boards.

Training & Development

Support the development of a management development programme for key line management skills
Coordinate administrative tasks related to training and development
Liaise with external training providers as needed.

Collaboration & Culture

Foster strong relationships with internal stakeholders and external partners to enhance team effectiveness and service delivery.
Support the creation of a positive work culture in line with Oak’s values and people vision.

General

Attend and contribute to P&C meetings, taking accurate minutes where required.
Undertake any other duties as may be reasonably required to support the team and function.
Adhere to Oak Group values in all aspects of your role.

Line Management Responsibilities

Manage, guide, support, encourage and develop team member(s) in line with Oak’s People Management Framework.

KEY COMPETENCIES & SKILLS

A relevant qualification in Human Resource Management from a recognised institution OR a minimum of 5 years HR related experience.
Thorough knowledge of employment laws and regulations in at least 1 of the jurisdictions we operate in
A high degree of professionalism and discretion and must know how to represent both Oak policies and the needs of its employees.
A firm understanding of the requirement for confidentiality and adherence at all times.
Ability to assist with problem solving.
Active listening skills.
Excellent verbal and written communication.
Established experience of all Microsoft applications.
Application of attention to detail in all aspects of the role.
Ability to multitask and apply flexibility to working pattern.
Established organisation and planning ability.
Ability and drive to build strong working relationships with the function’s clients - internally and externally.

KEY BUSINESS PARTNERS

MD & Directors
Line Managers
External business partners (law firms, benefit providers, recruitment agencies and training institutions)
All Oak colleagues

Employee Signature: _____________________________________ Date: _______________________________

Employee Name: ________________________________________

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Client Services Senior Officer

Guernsey

Permanent

Full-time

Job ID:

56014

Published date:

03/07/2025

Summary

Employment Opportunity

Client Services Senior Officer

Duties, Responsibilities and Tasks Responsibility for managing the day-to-day operations of a portfolio of trust and company clients.

This will include:

• Coordinating and attending client meetings

• responding to queries and information requests received from underlying clients,

beneficiaries and settlors

• Liaising with intermediaries and advisors

• Preparing trust and corporate set up documents including memorandum and articles, settlement instruments and letters of wishes

• Preparing on-going minutes, corporate authorities, shareholder resolutions and statutory returns

• Maintaining and updating statutory records (both electronic and paper-based)

• Bookkeeping transactions and maintaining financial records

• Invoicing client entities

• Contributing to the ongoing operations of the Company and other members of its group of companies by attending team and committee meetings as necessary and assisting with the

development of the precedent documents, marketing materials, policies, procedures and best practice

• Ensuring adherence to statutory, regulatory and best practice requirements/guidelines in

connection with Trust and Company administration pursuant to Albany’s policies and procedures

• Ensuring CPD training requirements are met and recorded in the Company’s records and that ongoing training us undertaken to ensure awareness, adoption and adherence to

evolving statutory, regulatory and best practice requirements/guidelines

• Proactively pursuing potential business development leads

• Providing such assistance as may be required from time to time by the Directors to ensure the efficient running of the Company’s office, the administration needs of clients are serviced

in a timely and efficient manner and regulatory standards and best practice are met and adhered to.

Key competencies:

• Manages own case load or fully supports on complex clients

• Qualified with circa. 5+ years’ experience

• B signatory

• A proactive and client focused approach

• Develops delegation skills where appropriate

• Displays a professional attitude with colleagues and clients alike

2

PTIA

• Pro-Active

Responsive to colleagues, clients, third party intermediaries and new business enquiries.

Open to developing new initiatives and improving client experiences.

• Technical

Professionally qualified

Uses technology effectively, continually evolving policies & procedures.

Develops bespoke client reporting skills.

• Informed

Embraces development of skill set and knowledge through training, development, and

experience.

• Administration

Motivated to deliver efficient and effective service

Application Process

Please apply by email including full c.v. to Helena Leslie, Human Resources Manager h.leslie@albanytrustee.com All applications will be treated in the confidence.

Diversity and Inclusion Statement

We welcome enquiries from disabled people and value diversity in our workplace.

We will make reasonable adjustments to our application process for candidates who indicate that, owing to a disability, our arrangements might leave them disadvantaged. If you have a disability which

you believe may affect your performance, we will be happy to make reasonable adjustments for you.

mailto:h.leslie@albanytrustee.com

Read More Apply Now

Business Support Officer

Guernsey

Permanent

Part-time

Job ID:

58598

Published date:

30/06/2025

Summary

Job Title: Business Support Officer

Location: Guernsey
Reports To: Senior Management Team

Job Overview:

We are seeking a proactive, organised, ambitious and detail-oriented Business Support Officer to join our growing fiduciary business. This role combines operational duties, broader business administration responsibilities and marketing coordination. You will work closely with the Senior Management Team in a support function to ensure operational matters and procedures are delivered efficiently, accurately, and on time.

This is a versatile position suited to someone who thrives in a dynamic environment, enjoys improving processes, and is eager to contribute to both the effectiveness and growth of the company. The role offers part-time or flexible working hours for the right candidate.

Key Responsibilities:

Business Support:

Provide high-level administrative support to the Board of Directors, including meeting coordination, board agendas/packs, and tracking of subsequent action items.
Assist with general business operations, research, reporting, and internal process improvements.
Act as a communication bridge between internal teams and external parties where appropriate.

Marketing and Communications Support:

Support marketing activities, brand development and media management.
Prepare and update marketing materials, enquiry documents, and website content.
Collaborate with third-party providers on content projects to ensure consistent and professional messaging.

Project Support:

Contribute to projects focused on operational efficiency and modernisation, including the adoption of new technologies or tools.
Help streamline internal procedures and documentation practices.
Identify opportunities for continuous improvement and proactively recommend solutions.

Qualifications and Skills:

Excellent attention to detail and a methodical approach to task management.
Strong communication and interpersonal skills, with the ability to liaise across departments.
Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook); experience with CRM and document management systems is a plus.
Comfortable managing multiple tasks and working independently in a fast-evolving environment.
A problem-solver who takes ownership and is willing to improve how things are done.

Desirable Experience:

At least 2 years' experience in administration, business support and marketing coordination - ideally within a fiduciary, legal, or professional services environment.

Knowledge of fiduciary or financial services.
Exposure to digital marketing, branding, or content management.
Familiarity with project coordination or internal audit support.

Key Attributes:

Detail-Oriented: Committed to accuracy and thoroughness.
Discretion: Handles sensitive matters confidentially and with professionalism, including issues on behalf of Directors that are not for wider business or public knowledge.
Proactive: Able to anticipate needs and take initiative.
Organised: Skilled in prioritising tasks and maintaining structure.
Collaborative: Enjoys working with cross-functional teams.
Solution-Focused: Seeks out improvements and efficiencies.
Initiative: Able to produce ideas and to find solutions.

Working Arrangements:

Part-time or flexible hours available.
Competitive salary based on experience and scope of role.

This role is ideal for someone looking to take the next step in a business support career, with a broader strategic involvement in marketing and operations. If you are a team-oriented professional with a strong eye for detail and a passion for improvement, we’d love to hear from you.

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Manager, Global Accounting

Guernsey

Permanent

Full-time

Job ID:

58498

Published date:

30/06/2025

Summary

Manager, Global Accounting - Guernsey

You will work closely with the senior leaders and other members of the Global Accounting team, on the provision of accounting services to a range of client entities of Governance Services (Jersey, Guernsey, UK and Cayman).

The role will focus particularly on delivery of technically accurate accounts and periodic reports for a varied portfolio of clients (including, but not limited to, unit trusts, companies, partnerships and foundations) in accordance with agreed deadlines. The role includes client relationship management, mentoring and coaching of individuals in the accounting team and supporting global client administration colleagues.

A broad range of client types and technical accounting requirements ensures variety of work and provides excellent development opportunities.

About the role

In this role you will:

Effectively manage the day to day activities of staff reporting to you, ensuring work is planned and allocated in order to meet client requirements including deadlines
Collaborate with colleagues across all accounting locations, providing explanations, advice and accounting support as and when required
Ensure work is completed efficiently and cost effectively
Ensure timely update of central accounts status records for deadline monitoring and reporting purposes
Adhere to policies and guidance on individual team member objective setting, periodic performance reviews and development plans
Prepare and review accurate and timely financial statements including complex accounting work
Prepare and review monthly, quarterly and semi-annual reports;
Ensure accurate and up to date accounting records are maintained in client entity databases (Quickbooks, Viewpoint and Yardi)
Ensure that you have a detailed understanding of the transactions you are dealing with and liaise with your line manager as required
Build trusted relationships with clients, auditors and third party service providers
Collaborate with client administration and other colleagues globally
Ensure consistency of accounting service levels across all clients and deal swiftly with any identified issues
Be familiar with and act at all times in accordance with the firm's policies and procedures
Show an awareness of the integration of Governance Services across jurisdictions and with the law firm, operating in a unified, consistent and co-ordinated manner
Maintain CPD levels required for your role & any professional bodies of which you are a member

About you - essential requirements

Qualified ACCA/ACA or qualified by relevant experience with good up to date technical knowledge of UK GAAP and IFRS, including practical application
Knowledge of US GAAP would be an advantage
Previous experience of accounting systems, particularly QuickBooks, Viewpoint and Yardi would be an advantage
Competent with Microsoft Excel
Self-motivated and able to work with minimal day-to-day supervision
Able to manage and prioritise tasks, time and people in order to meet deadlines
Attention to detail and accuracy
A positive and flexible approach
An aptitude for data analysis/problem solving
Interpersonal skills
Professional, pro-active and service orientated approach
Discretion and demonstrates good judgement
Excellent verbal and written communication skills

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Senior Officer, Governance

London, UK

Permanent

Full-time

Job ID:

57176

Published date:

26/06/2025

Summary

Senior Officer, Governance

Ready to join our award-winning global team? We're looking for a Senior Officer to join our high-performing and supportive in-house Corporate Governance team.

In this role, you will assist with the provision of first-class internal corporate governance support to the approximately 25 companies forming part of Mourant Governance Services across all its locations, working hand in hand with our senior management.

If you are enthusiastic, organised, detail oriented and have relevant corporate governance and/or legal experience, we'd really like to hear from you.

About the role

Board and committee support

· Assist with the organisation of meetings and maintenance of the annual meeting schedule

· Draft structured and coherent agendas and proactively forward plan for meetings

· Attend meetings and draft accurate, detailed minutes promptly after meetings

· Form positive, collaborative relationships with stakeholders to ensure the governance support function works smoothly and effectively

· Assist with the maintenance of director responsibility lists, authorised signatory lists, board action trackers, constitutional documents and committee terms of reference

· Monitor and encourage best governance practices for committees

· Become secretary or assistant secretary of boards or committees (if required)

Entity management and compliance

· Assist with the preparation and submission of event-driven filings and notifications with relevant company registries and regulators

· Maintain statutory books and registers

· Maintain non-statutory registers including registers of contracts entered into, exceptions to policy, conflicts of interest and assurance certificates

· Assist and respond to internal CDD requests and maintain our global CDD request register

· Arrange execution and approval or ratification of relevant documents

· Assist with the maintenance of our existing corporate regulatory calendar, global governance records and wider corporate governance framework, including our voluntary adoption of the UK Corporate Governance Code

· Assist with general oversight and maintenance of the centralised global governance homepage (available to all Mourant personnel)

Corporate and other projects

· Assist with the annual in-house board effectiveness review

· Assist with the biennial in-house committee effectiveness review

· Assist with the internal licensing approval process for new products and services and the related annual confirmation of compliance statements

· Provide support on projects including entity formation and corporate restructuring

· Provide support on integration of new jurisdictions and entities

· Provide governance support for the annual audit and insurance renewal

· Work alongside and develop trainees that spend time with our team as part of the trainee rotation programme

· Assist with the ongoing development of a suite of checklists and guidance notes for recurring company secretarial tasks and processes

About you - essential requirements

· The ideal candidate would be a keen governance professional with experience in an in-house governance and/or company secretarial role

· Prior experience of working in a regulated professional services environment is advantageous

· Studying or qualification with the Chartered Governance Institute (CGI) is advantageous

· Working knowledge of Viewpoint, Board Intelligence and iManage (or equivalent and/or similar platforms) is advantageous

· Attention to detail and accuracy skills

· Well organised, efficient, proactive and diligent

· Ability to work independently and take ownership of own workload, with confidence to raise questions and develop knowledge

· Act with discretion and demonstrate good judgement

· Good verbal and written communication skills

· Active interest in AI and tech solutions for governance and company secretarial work

Flexible Working

We welcome conversations about flexible and agile working arrangements to support a diverse range of exceptional people to balance their personal circumstances and needs with business requirements, wherever possible. If you would like to speak to someone about flexible or agile working, please contact our Recruitment team.

About Mourant

We are proud to be a leading offshore law-firm led professional services business, advising many of the world's leading financial institutions, corporations, public organisations, private equity houses and investment funds, as well as ultra-high net worth individuals and family offices.

We believe in inclusive workplaces where everyone feels seen, heard, valued and respected. We have a strong sense of common purpose, where all our people are clear about our goals and the role they can play in achieving them. We pride ourselves in providing accessible development opportunities to all our people in a team-spirited environment, where everyone feels like they belong and can thrive.

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Financial Reporting Manager

Jersey

Permanent

Full-time

Job ID:

58102

Published date:

26/06/2025

HR Manager / HR Officer (Maternity Cover)

Guernsey

Contract

Full-time

Job ID:

56910

Published date:

26/06/2025

Summary

Page 1 of 2

The Role The HR position is to cover a 6-month maternity leave to commence at the earliest opportunity. Full- time hours are preferable, but flexibility on part-time hours will be considered. The role involves a variety of administrative and organisational responsibilities ensuring continuity across recruitment, employee lifecycle, employee relations, training, performance management and HR strategy. A further requirement of the role is to oversee the general smooth running of the Guernsey office. The post holder reports to the Managing Director. Key Duties and Responsibilities The post holder is responsible for: Human Resources

 Lead the recruitment and selection process, sourcing and interviewing potential candidates.  Prepare contracts and onboarding for new recruits, including the induction and probation

processes.  Manage the employee offboarding process including analysing exit interview data.  Assist with performance management, development plans and career progression.  Understand staff training needs and arrange mandatory training requirements.  Administer the benefit schemes such as healthcare, pension, life assurance.  Updating and maintaining employee records on the HR system and assisting with employee

matters on absence, holidays, employment records.  Assist the Finance team with data inputting of the monthly payroll.  Guide, advise and support management with general HR questions/issues.  Support with employee relations, disciplinaries and grievances.  Promote a positive working environment and staff wellbeing.  Remain abreast of employment legislation and statutory requirements.  Support the Directors with ad-hoc HR and administration duties/projects.  Provide a HR Summary at Quarterly board meetings.  Assist with implementing the HR strategy.

Office Management

 Liaise with external business partners to ensure the efficient running of the office.  Ensure that office supplies and equipment are suitably stocked.  Ensure Health and Safety requirements are kept up to date.  Complete any other duties as and when required to drive business success.

Job Title

HR - Maternity cover (6 months)

Page 2 of 2

Competencies The post holder should have;

 3-5 years’ experience in a generalist HR role, preferably within the Finance sector.  A relevant professional qualification i.e. human resource management or business-related

degree, and a CIPD qualification is desired.  Strong interpersonal skills: an ability to communicate at all levels, both in writing and

verbally.  Excellent organisational skills; prioritising, achieving deadlines and driving business

efficiency.  A proven high standard of accuracy and attention to detail.  Be able to build strong working relationships at all levels of the business and with external

business partners.  Proactive with an ability to work independently and with teams across the business.  Problem solving and decision-making skills.  Proven experience of adhering to confidential matters and data protection requirements.  Consistently work at the standard required by the business.  A willing and flexible attitude to working hours to support team and business needs, as

required.  Excellent IT (Microsoft Office) and numerical skills

Key Business Partners

 Directors and Shareholders  Management  All employees across two jurisdictions  External business partners - recruitment agencies, IT provider, facilities management,

cleaners, office management

Updated May 2025

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