With more than 30,000 Trusts being administered in Jersey, this impressive sector has become the backbone of Jersey’s financial services industry.
There is no compromise when it comes to quality versus quantity, this sector is equipped with intricate Jersey Trust Laws and regulations that have become particularly appealing to international private clients.
Whether you are starting your career in trust and private wealth or you are transferring your expert client service experience to another organisation, this area of the finance industry has no limits in its offerings. Alongside developing an impressive career in trust, qualifications such as STEP and ICSA are widely offered and encouraged.
With our knowledge and experience we are ideally placed to help you develop your career in trust. We understand what employers are looking for and will connect you with the right opportunity; guiding you through every step of the application process and sharing our market knowledge and advice.
Temporary Full Time Hours
Support a unique and busy treasury business who continuously strive for excellence in everything they do and pride themselves on exceptional breadth and depth of their technical knowledge.Within this role, you will provide administrative support to Directors and corporate services team members with day to day operations.If you are a self-starter with previous experience of working in a fiduciary environment or providing administrative support, this could be the opportunity for you!Experience and skills required:Previous experience in a PA role or providing fiduciary administration support would be an advantage Strong administration skills Proactive approach to tasksExcellent time management skills Ability to work well within a team and independently using own initiative If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email email@example.comWe are an equal opportunity employer and value diversity at all times.View details
Permanent Full Time Hours
Client Relationship Manager | Trust
An exciting opportunity for an experienced trust professional or qualified Accountant to join a unique and busy multi Family Office, which continuously strives for excellence and prides themselves on the depth of their technical knowledge.In this busy and varied role, where no two days will be the same, you will have close and regular interaction with clients and third parties, and be expected to act with integrity and strive for excellence in everything you do.This is a fulfilling and rewarding career opportunity to work within a challenging and fast-moving environment and be part of an international Family Office that is committed to employee development and wellbeing.Responsibilities will include:Building and maintaining long term relationships with clients and their advisors Supporting business development and marketing initiativesOverseeing client affairs, including preparing meeting documents, analysing the performance of investments and valuing investmentsApproving payments and ensuring transactions are executed within deadlines Reviewing contracts with clients and providing guidance to more junior team members)Experience and skills required:Hold a relevant qualification such as STEP, ACCA (or equivalent), or a qualified LawyerMinimum 3 years’ post qualification experience Good understanding of financial markets, investment management and financial accounting Strong communication and interpersonal skillsExcellent project management skills and the ability to work well within a team If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email firstname.lastname@example.orgWe are an equal opportunity employer and value diversity at all times.View details
Contract Full Time Hours
Client Services Manager | Contract
Support a unique and busy family office who continuously strive for excellence in everything they do and pride themselves on exceptional breadth and depth of their technical knowledge, on a 12 month maternity cover contract.In this busy and varied role, where no two days will be the same, you will provide a professional service to corporate and fund clients whilst being responsible for client relationship management and project manage client transactions. You will also provide guidance and mentoring to more junior members of the team and provide ‘hands-on’ support with all aspects of client administration.Responsibilities will include:Proactively managing the client relationships in an allocated portfolio and coordinating all fund and client related mattersReviewing financial information and coordinating deadlinesSupporting the set up of new structures and designing bespoke services to fit the needs of the client Providing company secretarial services and acting as an authorised signatoryAssisting Directors with the onboarding process and attending client meetings Managing the client billing processExperience and skills required:Hold a relevant professional qualification (ICSA, ACCA, ACA or equivalent) Previous experience working in a funds, corporate services or real estate environment Strong analytical skills and commercial awareness Ability to give guidance and assistance to other members of the team If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email email@example.comWe are an equal opportunity employer and value diversity at all times.View details
Permanent Full Time Hours
Client Reporting Accountant
A fantastic opportunity to join a modern and dynamic financial services organisation, where every day will be different, and you will be encouraged to build a successful career and fulfil your ambitions.Joining the friendly and experienced accounts team, you will assist with the preparation of financial statements of trusts and companies for a varied client base.You will also be supported to develop your skills further and achieve your career ambitions.Responsibilities will include:Preparing annual and quarterly accounts within agreed deadlines Compiling reports for internal analysis and for client information purposes Liaising directly with clients and administrators, assisting with any queries Coordinating the bookkeeping process, ensuring accuracyMonitoring and controlling the receipt and processing of bank statements and investment valuations Experience and skills required:Part or fully qualified AccountantMinimum 5 years’ experience preparing financial statements for a variety of structuresStrong mathematical and analytical skills Good organisational skills and up date knowledge of FRS102 and IFRSProactive approach to tasks and ability to manage multiple deadlinesIf you’d like to find out more information about this opportunity, please call us on 01534 626777 or email firstname.lastname@example.orgWe are an equal opportunity employer and value diversity at all times.View details
Permanent Full Time Hours
Client Services Manager | Private Wealth Governance Services
Be part of a diverse workforce within a leading law firm, where you will have the opportunity to work with a variety of clients and receive professional development support, to ensure you reach your full potential.Reporting to the Client Services Director, you will be responsible for working with a portfolio of private wealth clients, ensuring excellent client services levels at all times. Here you will find a genuine sense of belonging and a strong commitment of this employer helping employees excel, whilst recognising the value of different perspectives and opinions.Responsibilities will include:Managing and administering a portfolio of private clients, ensuring relationships and transactions are managed to a high standard Identifying new business opportunities, preparing proposal documents and attending pitchesAssisting with take on procedures Actively developing and motivating a team and providing technical support and trainingEnsuring client expectations are managed and overseeing the day to day activities of your team Experience and skills required:Previous private wealth experience Hold a relevant professional qualification, such as ICSA or STEP Ability to manage and prioritise tasks to meet deadlinesProactive and service-orientated approach Ability to work well within a team and good attention to detail If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email email@example.comWe are an equal opportunity employer and value diversity at all times.View details
Permanent Full Time Hours
New Business and Onboarding Officer
Further your career in a fast-paced environment where every day will bring a new challenge and you will have the opportunity to make a real difference, through daily interactions with colleagues and clients all over the world.Joining the new business and onboarding team, you will assist with the delivery of a high quality service to stakeholders, providing assistance with the onboarding of new clients.Working in an inclusive and diverse environment, you will also be able to access various opportunities across the company’s service lines and international network of offices.Responsibilities will include:Actively liaising with and providing administrative support to the new business and onboarding team Monitoring and providing updates in relation to the onboarding processAttending relevant meetings and taking notes Building strong working relationships Experience and skills required:Previous experience in a similar role A background in administration within the financial services industry Willingness to work towards a relevant professional qualificationAbility to manage multiple tasks and deadlines Strong written and verbal communication skills If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email firstname.lastname@example.orgWe are an equal opportunity employer and value diversity at all times.View details
I'm so excited, it feels like I made the right decision, I cannot thank you enough for both your time and excellent focus on helping me find a job.
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