2 часа назад
Senior Associate (Private Client)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Associate (Private Client) (Trust and Company Administration): Managing complex trusts and companies for a diverse private client portfolio with an accent on statutory governance, tax compliance, and regulatory standards. Focus on overseeing client accounting and billing, maintaining accurate statutory records, and mentoring junior team members.
Location: St Helier, Jersey; hybrid working. Region: UK, Channel Islands and Ireland. Jurisdiction: Jersey.
Salary: Competitive salary, plus bonus.
Company
provides fund services, corporate, capital markets, private client, and regulatory and compliance solutions to asset managers, financial institutions, corporates, high-net-worth individuals, and family offices.
What you will do
- Manage complex client entities, including trusts and companies, and ensure statutory and governance requirements are met.
- Maintain tax compliance through timely returns and payments, and monitor regulatory requirements and risks.
- Act as the first point of contact for allocated client relationships and handle correspondence.
- Prepare meeting minutes and documentation, maintain attendance notes, and keep databases and statutory records accurate.
- Oversee accounting records, annual accounts, billing cycles, invoices, and aged debt with internal teams and senior stakeholders.
- Support, mentor, and guide junior colleagues while assisting Managers with operational and team-development activities.
Requirements
- A-level or degree-level education.
- 5+ years of experience in trust and company administration or financial services.
- Strong technical knowledge of trust administration, Jersey company law, and relevant tax considerations.
- Solid IT capability.
- Ability to work in the Jersey jurisdiction and within the hybrid working arrangement.
Nice to have
- Diploma-level professional qualification such as CGI or STEP.
Culture & Benefits
- Supportive, collaborative, client-centric, ambitious, agile, and ethical working culture.
- Private pension plan.
- Private medical insurance.
- Annual salary review.
- Bonus.
- Opportunities to grow and develop within a global business operating across more than 20 countries.
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