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Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services.
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Summary of the position
The CIS Managing Director will form part of the Management Company’s Board and will be the appointed CIS Managing Director. In conjunction with the CIS management team, the successful candidate will formulate and implement the strategic objectives for the business from an Administration, Operations, IT and Risk – and Project Management perspective with the CIS Managing Director being primarily responsible. The CIS Managing Director formulates and implements the business strategy to ensure that the business delivers superior long-term outputs. The CIS Managing Director is responsible for operational coordination of administration, business initiatives and projects; and will drive risk management.
Outline of main duties and responsibilities
- the coordination and prioritization of resources across projects and programs.
- Attract, grow, and retain top talent to drive strategic execution.
- Oversee that the core competencies required of infrastructure support staff are acquired.
- Fostering a work culture of collaboration mentorship and inclusion to increase morale and reduce staff attrition.
- Manage the successful integration of a multi-disciplined team.
- Ability to communicate with a variety of individuals on all levels to obtain and confirm information.
Strategy and Process
- To develop a strategic performance management process, to ensure that business strategies are appropriate, relevant, and effectively implemented, with the necessary collaboration with the FundRock global counterparts. (to ensure alignment of strategic goals and objectives).
- To develop processes to ensure effective execution of operational functions that supports the growth objectives of the business and improve service to clients.
- To coordinate the operations of the CIS business to ensure effective execution of operational functions in line with legislative and industry requirements.
- Provide best practice context for continuous improvement and problem-solving.
- Provide corporate governance standards to integrate the financial and operational functions to support business strategy.
- Provide solutions that sufficiently meet the business needs through an in-depth understanding of the business strategy.
- Assist with strategic planning with various business initiatives and projects to deliver superior outputs.
- Participate and oversee the applications, platform and infrastructure architectural decisions for the CIS business.
Finance and Risk Management
- Support the Finance team with annual budgets and creating a business plan that is aligned to the budget.
- Support the Finance team and Auditors in escalated items and review the annual financials.
- Regular engagement with the Finance team.
- Risk Management: develop best practice guidelines to optimize risk management identification while adhering to the risk guidelines as prescribed by the Apex Group.
- Identify risks that could impact the company and direct and / or escalate accordingly.
- Plan and implement the cycle of improvements to drive profitability and strategic objectives.
IT and Projects
- To develop systems to ensure effective execution of operational functions and that supports the growth objectives of the business and improve service to clients.
- To ensure that delivery of the various strategic and operational and projects are done and implemented in accordance with the business priorities.
Client Services
- Oversee the management of the business service environment to ensure adherence to the agreed client service levels.
- The ability to trouble shoot, problem solve and make decisions under pressure is critical.
- Build effective relationships across internal and external stakeholder groups.
- Engage with stakeholders to identify changing client needs.
- Maintain a high-level client service and develop appropriate client relationship strategies to deliver superior client service.
Management Reporting
- Responsible for measuring the performance of the CIS business and to report back to stakeholders as part of the accountability process for various stakeholders.
Oversight
- Develop key relationships with delegated service providers.
- Adhere to strong oversight framework by ensuring all service providers; administrator, prime broker, custodian, risk provider and appointed FSP’s are performing their job diligently.
- Ensure due diligence is applied across all service providers and any flags escalated to the Risk and Board Committees.
Skills and experience required
The successful candidate will meet the following requirements:
Skills:
- Attention to detail with the ability to manage heavy workloads.
- An ability to work accurately under pressure to meet deadlines.
- An ability to take initiative and work independently.
- Attention to detail.
- Ability to communicate effectively at various level and to challenge the status quo.
- An ability to think analytically and identify and solve problems effectively.
Education and Experience:
- CA(SA)/CFA/CIMA or equivalent
- 10 years relevant experience
- Excel skills are essential.
- Understanding the behavior and accounting of investment instruments.
- Strong understanding of Collective Investment Schemes and the applicable Act and subsequent Board Notices.
- Understanding of Regulated CIS in Securities (Unit Trusts) and CIS in Hedge Funds
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Summary of the position
The role of the Team Leader – Offshore Fund Reporting (SA) which will form part of the Offshore Fund Reporting (SA) team based in South Africa at our Mowbray Office, will be to oversee and manage a team reponsible for the preparion of regulatory and other third party reporting for offshore funds in line with relevant jurisdictional and third party reporting requirements.
Main responsibilities of the role will include managing a team responsible for the preparation of monthly reporting packs for offshore portfolios that gets produced from daily valuations as prepared by the Offshore Fund Accounting (SA) team.
The roles will also include responsibility to perform reviews of reporting packs to third party information and providing necessary technical guidance and training to the team to ensure updates to reporting packs are perfomed in time that will ensure complete and accurate information and delivery of reporting packs to external parties take place in accordance with service level agreement deadlines.
Team Leader – Offshore Fund Reporting (SA) is also required to ensure team follows checklists and standard operational processes to meet required quality standards and to assist Managers with oversight reporting reviews as and when needed.
In addition the role’s responsiblities will also include involvement in key projects that relates to but are not limited to system upgrades, process optimisations and improvement initiatives to drive continious efficiences and the effective delivery of packs to internal/external clients.
Outline of main duties and responsibilities
The Team Leader – Offshore Fund Reporting (SA) will be expected to:
- Manage production schedule and allocation of resources to ensure fund reporting packs are prepared and submitted to external parties ito service level agreement requirements;
- Perform reviews of monthly reporting packs as produced by Fund Reporting Accountants using Trial Balance reports and other supporting accounting extracts to ensure external reporting requirements and deadlines of the Fund are met;
- Oversee submission of monthly reporting by Fund Reporting Accountants and other ad-hoc reporting requirements to external parties and/or other offices in the Group to ensure deadlines are met;
- Assist Fund Reporting Accountants on queries relating to the collation and verification of information obtained from third parties to ensure reporting packs detail are complete and accurate;
- Oversee escalations of reconciling items as queried by Fund Reporting Accountants with Offshore Fund Accounting (SA) team to ensure reconciliation items are valid and where updates to NAV are required that adjustments are correctly accounted for;
- Communicate and respond to queries originating from third party recipients of the reporting packs and ensuring updates to reporting packs are addressed by the team;
- Ensure expense payment templates and related invoices for dissemination to third parties are completed in time to enable payment by custodian to be actioned timeously;
- Ensure internal reviews and checks are performed by team prior to submission of reporting packs for oversight review by other offices;
- Ensure team maintains process documents, follows operational processes and reporting checklists and implement controls where required to reduce risk of reporting errors in reporting packs;
- Oversee Cherwell’s logged to the Offshore Fund Reporting (SA) team to ensure open items are resolved by team timeously to meet SLA turnaround times;
- Play a key role in improving current reporting process and building efficiencies with further automation of the process where possible/applicable;
- Ensure queries from oversight team are investigated and resolved timeously as requested; and
- Play an important part in projects that relates to but are not limited to system upgrades, process optimisations and improvement initiatives to drive continious efficiences and effective delivery of packs ito teams SLA requirements.
Skills and experience required
The successful candidate will have:
- A BCom or similar, accounting, economics or investments background is preferred;
- The relevant experience includes at least 4 years’ experience in asset management portfolio administration and pricing and accounting for investment funds;
- At least 1 year experience in a supervisory/team leader/manager capacity will be needed;
- Proven experience in compiling financial reports, using accounting related system reports and managing deliverables with tight deadlines will be an advantage;
- Knowledge and understanding of jurisdictional reporting requirements will be beneficial;
- Knowledge and experience with the use of InvestOne, NX Manager & Xceptor is an advantage;
- Strong problem solving and trouble shooting skills to resolve complex reporting issues and reconciliation breaks between reports;
- A strong all-round understanding and proven track record of experience in fund accounting and related reporting;
- A self-starter and can-do attitude will be essential;
- Experience with offshore investment products (various fund types including Unit Trusts, Multi-Manager, Segregated Portfolios, ETF’s, Pooled products) and a detailed understanding of funds tax calculations and fee structures will be an advantage; and
- Computer literate with an excellent working knowledge of MS office & IT packages (particularly Excel).
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Description
We are seeking a Fund Accountant, reporting to a Manager within the Private Equity Division, to have responsibility for the preparations of accurate portfolio valuations on a timely basis.
The Fund Accountant will support a growing team providing a full suite of fund accounting and financial reporting services to our Private Equity clients. The role will include financial reporting, NAV reporting and fund administration duties to our portfolio of clients.
Key responsibilities
- Provide day-to-day fund accounting and financial reporting services to a portfolio of Private Equity clients and structures, ensuring compliance with internal policies and procedures;
- Ensuring that all day-to-day matters required to be completed are performed in a timely and satisfactory manner including monitoring tasks;
- Preparation of management accounts and financial statements in compliance with GAAP (IFRS and UK GAAP);
- Preparation of NAV calculations, capital call workings and distribution workings of the Funds;
- Liaison with local accountants and/or Property Managers in relation to accounting for property-level transactions;
- Working closely with the Private Equity Funds administration team to ensure that accounting records are accurate and transactions and activity within the portfolio are understood and incorporated into the accounting ledgers as appropriate;
- Provide assistance to trainees to ensure that the deliverables are met;
- Supporting the audit process to ensure the completion of milestones and deadlines;
- Accurate time recording; and
- Perform other duties to support the Manager and team as may be necessary from time-to-time.
Skills / experience
- Commerce degree with: Financial Accounting 3; Taxation 1; Auditing 1 OR Internal Auditing 2 OR Internal Control & Code of Ethics; Corporate Law 1 OR Commercial Law 2; Management accounting;
- Started or interested in starting SAIPA articles;
- Proficient in MS Excel;
- Structural and detail orientated;
- Good analytical and problem-solving skills;
- Excellent interpersonal and teamwork skills;
- Ability to prioritise work and meet strict deadlines;
- Excellent communication and organisation skills;
- Motivated and driven; and
- Minimum of 2 years fund related accounting experience.
go to method of application »
The Role & Key Responsibilities:
This newly created role will form part of a newly created team being established to provide control and governance around the key business function of managing the Master Client List and Pipeline accounts within Salesforce. The team will be responsible for controlling the establishment of all new accounts into Salesforce and will be expected to adhere to strict requirements to maximise effective use of the system and ensure data quality and validity.
- Manage account creation requests from the business
- Ensure adherence to minimum standards of data quality and validity
- Verify the validity of account opening requests by having or developing a good knowledge of our client base and client profile to ensure all accounts create are bone fide clients or opportunities
- Adhere to internal KPIs for the creation of all accounts
- Work with the Sales/Client Intelligence team to ensure effective Client Account maintenance and structuring to maximise Management Reporting
Skills Required:
- Higher education/university graduate
- Knowledge and experience within the Asset Management financial services industry would be an advantage but not essential
- Soft/Behavioural skills; Excellent Attention to detail and experience working in a procedural environment
- Languages skills; Business English
- IT skills - Experience using Client Relationship Systems in particular Salesforce would be desirable but not essential
go to method of application »
The Role
To liaise with and support the Client Directors and Assistant Client Directors in Jersey with the administration and management of their portfolios of trust structures and other corporate entities, in accordance with the relevant documentation and all new and amended legislation, case law and practice regulations.
Key Responsibilities:
- Building a detailed understanding of client portfolios, entity specific requirements and applicable statutory regulations/requirements and act as a source of guidance to other team members;
- Work with team manager, client directors and assistant client directors to ensure the planning, coordination and completion of all regulatory obligations and client agreed deliverables within strict deadlines for the portfolio of entities are met;
- Assist with arranging income and capital distributions to beneficiaries and to correctly document the same;
- Check if tax calculations have been done and are on record;
- Maintain and monitor diary notes and workflows;
- Prepare and maintain accurate trust and entity summaries;
- Deal with the termination/exiting of trusts and other corporate entities;
- To ensure service delivered meets company policy and/or service level agreement;
- Participate and provide support to all new business activities;
- Contribute to any relevant tasks arising out of on-going projects;
- Ensure that the client information is accurate at all times;
- Provide accurate and timely monthly reports of key management information to Management or as required;
- Manage and supervise a number of administrators and trainee administrators who would typically be studying towards professional qualifications and oversee and review team adherence to internal policies, controls and systems, including meeting any internal deadlines;
- Review minutes/records prepared by administrators and trainee administrators;
- Act as point of contact with client directors, assistant client directors and intermediaries such as lawyers, auditors, bankers and investment managers as required;
- Establish, build and maintain strong relationships and networks with both internal, cross jurisdictional and external contacts;
- Build key relationships with client directors and assistant client directors in Jersey, ensuring the team responds swiftly to requests and manage expectations;
- Contribute to the overall management of the team and business;
- Report any identified issues and risks, including legal/regulatory matters and client complaints, to senior management promptly;
- Ensure that all compliance and mandatory training is completed within required timescales.
- To act in accordance with all legal and regulatory requirements affecting the Company and ensuring that actions comply with both departmental procedures and this job description.
Qualifications
- Professional qualifications – LLB, BCom LLB and Admitted Attorney.
Skills & Experience:
- 5 years of relevant industry/specialist experience in administration of trusts and working with corporate entities such as companies;
- Has sound technical knowledge of their respective field;
- Excellent attention to detail and high levels of accuracy;
- Excellent communication and organization skills;
- Learn and understand various jurisdictions legal and regulatory requirements, over time;
- Act as a point of contact with internal or external stakeholders;
- The jobholder will be required to assist in the administration of various portfolios of corporate entities and requires a combination of accounting, taxation, legal, investment, and commercial experience;
- Ability to motivate and influence a team;
- High level of managerial skills;
- Should be fluent in English and attend to all correspondence in English.
go to method of application »
The Role
To provide administration services to Client Directors and Assistant Client Directors in Jersey in respect of their portfolios of trust structures and other corporate entities, under the direction of a local Assistant Manager and Manager. The role will require the administrator to build an understanding of their client structures and the applicable legislation of the jurisdiction in which each structure is set up. This role will be suited for an individual with an interest in trust law and the administration of corporate entities such as companies.
Key Responsibilities:
- Building a detailed understanding of client portfolios, entity specific requirements and applicable statutory regulations/requirements and act as a source of guidance to junior team members;
- Work with team manager, assistant managers, client directors and assistant client directors to ensure the planning, coordination and completion of all regulatory obligations and client agreed deliverables within strict deadlines for the portfolio of entities are met;
- Assist with arranging income and capital distributions to beneficiaries and to correctly document the same;
- Check if tax calculations have been done and are on record;
- Maintain and monitor diary notes and workflows;
- Prepare and maintain accurate trust and entity summaries;
- Deal with the termination/exiting of trusts and other corporate entities;
- To ensure service delivered meets company policy and/or service level agreement;
- Participate and provide support to all new business activities;
- Contribute to any relevant tasks arising out of on-going projects;
- Ensure that the client information is accurate at all times;
- Provide accurate and timely monthly reports of key management information to Management or as required;
- Manage and supervise junior administrators who would typically be studying towards professional qualifications;
- Review minutes/records prepared by junior administrators and trainee administrators;
- Act as point of contact with client directors, assistant client directors and intermediaries such as lawyers, auditors, bankers and investment managers as required;
- Establish, build and maintain strong relationships and networks with both internal, cross jurisdictional and external contacts;
- Report any identified issues and risks, including legal/regulatory matters and client complaints, to senior management promptly;
- Ensure that all compliance and mandatory training is completed within required timescales.
- To act in accordance with all legal and regulatory requirements affecting the Company and ensuring that actions comply with both departmental procedures and this job description.
Qualifications
- Professional qualifications – LLB, BCom LLB
- Advanced Diploma in Estate and Trust Administration would be an advantage
Skills & Experience:
- 3 years of relevant industry/specialist experience in administration of trusts and working with corporate entities such as companies;
- Has sound technical knowledge of their respective field;
- Excellent attention to detail and high levels of accuracy;
- Excellent communication and organization skills;
- Learn and understand various jurisdictions legal and regulatory requirements, over time;
- Act as a point of contact with internal or external stakeholders;
- The jobholder will be required to assist in the administration of various portfolios of corporate entities and requires a combination of accounting, taxation, legal, investment, and commercial experience;
- Ability to motivate and influence a team;
- Should be fluent in English and attend to all correspondence in English.
go to method of application »
Role summary
The role is an integral part of the Transformation and Integrations team. You will work closely with the Chief Transformation and Integrations Officer (CTIO). This is an ‘all access’ role, with a key focus on ensuring the CTIO’s organisation completes its duties and continues to outperform expectations.
You will need a blend of sharp leadership potential, decision-making, excellent problem-solving and analytical skills. You’ll be expected to navigate the company with an unwavering precision, no easy feat with over 12,000 colleagues.
You can expect to team up with top-tier executives on a range of tasks from strategic business decisions, through to scheduling and coordinating administration. This is a hands-on role with an expectation of over-delivery.
Key responsibilities
The brief description outlined above will involve the following specific duties:
- Regular interaction and team work with top-tier executives to support strategic business requirement (including CFO, and CEO)
- Guiding department heads with expert advice to enhance overall team efficiency across our matrix structure.
- Ability to operate between various teams in finance, FP&A, operations, HR and data teams – strong people skills to drive the best from each team. Also to work with management of acquired companies
- Ability to explore financial statements of acquired companies to identify, drive and track cost and revenue opportunities for the broader Apex group on integration
- Understand and build KPIS that best position Apex to external debt and credit investors
- Keeping meetings focused and planning and coordinating them effectively, often taking charge of action points
- Providing hands-on support to transform ideas into reality and monitor their progress.
- Acting on behalf of the CT&IO to answer inquiries.
- Steering strategic business initiatives from inception through to completion.
- Pinpointing and addressing core issues within business processes.
- Presenting senior leaders with detailed company operations analysis.
- Evaluating risk factors when making critical business decisions.
- Completing special projects and initiatives with skillful oversight and support.
- Leading meetings and workshops with meticulous planning and coordination.
- Identifying areas of improvement across the organization and making actionable recommendations.
- Directly involved in strategic development of the Group.
- Working with Senior leaders in the person
Skills and experience
- 1st class degree from a top-tier university, or Masters degree from top-tier university
- History of over-achievement both academically and through extra-curricular activities
- Well rounded, ability to understand complex financial data and equally comfortable presenting to larger groups
- Strong presentation skills, with an interest in Sales and relationship management
- Excellent Microsoft Excel and PowerPoint skills
- History of work within Financial Services is beneficial but not a ‘must-have’
- An interest in immersing yourself in a role, with an understanding of long-hours and high expectations. You will need to fail fast, learn and become competent quickly
- Very strong grasp of numbers, data and communication skills
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Summary of the position
The successful candidate will assist with the creation and implementation of the Cloud Security Strategy and related roadmaps and patterns by collaborating closely with the Lead Cloud Security Engineer and the Head of Cloud Security Engineering.
Outline of main duties and responsibilities
The main responsibilities of the role will be:
- Hands-on day-to-day management of security tooling both vendor tools (such as Mimecast Tessian and Netskope) and public cloud security tools (such as Azure Security Center, Conditional Access and MCAS).
- Implementing security tooling as well as BAU support of the tools.
- Oversee securing activities in cloud environments carried out by Infrastructure teams.
- Creating cloud security patterns based on available controls within the existing toolset.
- Assist in ensuring cloud security tooling is delivering the security value/reducing security risk.
- Reviewing cloud security risks as an SME for our Tech Risk and Control team.
- Support in making sure any Post Incident Review actions, Audit findings/similar are followed up and managed.
- Documenting implementations, via technical documentation and run books.
- Providing input and feedback on security policies, standards, and best practices.
- Work with GSOC to design tools that are best for them as customer
- Help to ensure cloud security standards are up to date and serve intended purpose.
- Continuously improve knowledge and skills in Cloud security.
- Work closely with the Head of Cloud Security Engineering and Lead Cloud Security Engineer to support the development and implementation of the Cloud Security Strategy and associated roadmaps & patterns.
- Support the Lead Cloud Security Engineer and Head of Cloud Security Engineering in their tasks and responsibilities.
Skills and experience required
- Minimum 5 years in Information & Cyber Security experience
- Relevant certifications such as CISSP, Sec+ and CEH or vendor certifications such as AZ-500, MS-500, Netskope Security Cloud Operation & Administration (NSCO&A) or Mimecast Email Security, Cloud Gateway Fundamentals
- Demonstratable experience with at least 1 of our security tooling (Tessian, Mimecast, Netskope)
- Knowledge and understanding of other Security tools in our estate (Qualys, Exabeam, Azure Security Centre)
- Understanding of cloud security across major cloud providers (i.e., Azure, AWS)
- Some experience in technology roles with a focus on Cloud security, CI/CD and Software Security.
- Some knowledge of industry standards with a focus on SOC II, ISO27001 and NIST.
- Understanding of relevant data legislation such GDPR, POPIA and HIPAA.
- Basic understanding of IAM and PAM tools such as SailPoint and CyberArk would be advantageous.
- Willingness to continuously improve knowledge and skills in Cloud Security and Security Engineering.
- Strong communication and teamwork skills.
- Excellent written and communication skills in English
- Ability to be able to work well under pressure
- Excellent problem-solving abilities and good at working under own initiative.
go to method of application »
The Role
To liaise with and support the Client Directors and Assistant Client Directors in Jersey with the administration and management of their portfolios of trust structures and other corporate entities, in accordance with the relevant documentation and all new and amended legislation, case law and practice regulations.
Key Responsibilities:
- Building a detailed understanding of client portfolios, entity specific requirements and applicable statutory regulations/requirements and act as a source of guidance to other team members;
- Work with team manager, client directors and assistant client directors to ensure the planning, coordination and completion of all regulatory obligations and client agreed deliverables within strict deadlines for the portfolio of entities are met;
- Assist with arranging income and capital distributions to beneficiaries and to correctly document the same;
- Check if tax calculations have been done and are on record;
- Maintain and monitor diary notes and workflows;
- Prepare and maintain accurate trust and entity summaries;
- Deal with the termination/exiting of trusts and other corporate entities;
- To ensure service delivered meets company policy and/or service level agreement;
- Participate and provide support to all new business activities;
- Contribute to any relevant tasks arising out of on-going projects;
- Ensure that the client information is accurate at all times;
- Provide accurate and timely monthly reports of key management information to Management or as required;
- Manage and supervise a number of administrators and trainee administrators who would typically be studying towards professional qualifications and oversee and review team adherence to internal policies, controls and systems, including meeting any internal deadlines;
- Review minutes/records prepared by administrators and trainee administrators;
- Act as point of contact with client directors, assistant client directors and intermediaries such as lawyers, auditors, bankers and investment managers as required;
- Establish, build and maintain strong relationships and networks with both internal, cross jurisdictional and external contacts;
- Build key relationships with client directors and assistant client directors in Jersey, ensuring the team responds swiftly to requests and manage expectations;
- Contribute to the overall management of the team and business;
- Report any identified issues and risks, including legal/regulatory matters and client complaints, to senior management promptly;
- Ensure that all compliance and mandatory training is completed within required timescales.
- To act in accordance with all legal and regulatory requirements affecting the Company and ensuring that actions comply with both departmental procedures and this job description.
Qualifications
- Professional qualifications – LLB, BCom LLB and Admitted Attorney.
Skills & Experience:
- 5 years of relevant industry/specialist experience in administration of trusts and working with corporate entities such as companies;
- Has sound technical knowledge of their respective field;
- Excellent attention to detail and high levels of accuracy;
- Excellent communication and organization skills;
- Learn and understand various jurisdictions legal and regulatory requirements, over time;
- Act as a point of contact with internal or external stakeholders;
- The jobholder will be required to assist in the administration of various portfolios of corporate entities and requires a combination of accounting, taxation, legal, investment, and commercial experience;
- Ability to motivate and influence a team;
- High level of managerial skills;
- Should be fluent in English and attend to all correspondence in English.
go to method of application »
The Role
To liaise with and support the Client Directors and Assistant Client Directors in Jersey with the administration and management of their portfolios of trust structures and other corporate entities, in accordance with the relevant documentation and all new and amended legislation, case law and practice regulations.
Key Responsibilities:
- Building a detailed understanding of client portfolios, entity specific requirements and applicable statutory regulations/requirements and act as a source of guidance to other team members;
- Work with team manager, client directors and assistant client directors to ensure the planning, coordination and completion of all regulatory obligations and client agreed deliverables within strict deadlines for the portfolio of entities are met;
- Assist with arranging income and capital distributions to beneficiaries and to correctly document the same;
- Check if tax calculations have been done and are on record;
- Maintain and monitor diary notes and workflows;
- Prepare and maintain accurate trust and entity summaries;
- Deal with the termination/exiting of trusts and other corporate entities;
- To ensure service delivered meets company policy and/or service level agreement;
- Participate and provide support to all new business activities;
- Contribute to any relevant tasks arising out of on-going projects;
- Ensure that the client information is accurate at all times;
- Provide accurate and timely monthly reports of key management information to Management or as required;
- Manage and supervise a number of administrators and trainee administrators who would typically be studying towards professional qualifications and oversee and review team adherence to internal policies, controls and systems, including meeting any internal deadlines;
- Review minutes/records prepared by administrators and trainee administrators;
- Act as point of contact with client directors, assistant client directors and intermediaries such as lawyers, auditors, bankers and investment managers as required;
- Establish, build and maintain strong relationships and networks with both internal, cross jurisdictional and external contacts;
- Build key relationships with client directors and assistant client directors in Jersey, ensuring the team responds swiftly to requests and manage expectations;
- Contribute to the overall management of the team and business;
- Report any identified issues and risks, including legal/regulatory matters and client complaints, to senior management promptly;
- Ensure that all compliance and mandatory training is completed within required timescales.
- To act in accordance with all legal and regulatory requirements affecting the Company and ensuring that actions comply with both departmental procedures and this job description.
Qualifications
- Professional qualifications – LLB, BCom LLB and Admitted Attorney.
Skills & Experience:
- 5 years of relevant industry/specialist experience in administration of trusts and working with corporate entities such as companies;
- Has sound technical knowledge of their respective field;
- Excellent attention to detail and high levels of accuracy;
- Excellent communication and organization skills;
- Learn and understand various jurisdictions legal and regulatory requirements, over time;
- Act as a point of contact with internal or external stakeholders;
- The jobholder will be required to assist in the administration of various portfolios of corporate entities and requires a combination of accounting, taxation, legal, investment, and commercial experience;
- Ability to motivate and influence a team;
- High level of managerial skills;
- Should be fluent in English and attend to all correspondence in English.
go to method of application »
Job Specification
- Analysis of client’s system requirements pre implementation
- Assist with new clients’ onboardings and new systems implementation projects
- Provide BusinessAsUsual support for ongoing matters on Portals
- Maintain Investor Portals configuration and setup to optimize systems according to business requirements
- Manage vendors actively for development and enhancements
- Monitor, troubleshoot and analyze issues within the Investor Portals;
- Assist in client onboarding and new systems implementation projects;
- Assist in training the business users and updating training guides
- Any other duties in the scope of the role that the company requires.
Skills Required
- B.Com or similar tertiary business study with Information Technology exposure;
- 1 – 5 years’ experience within the financial industry (preferable);
- Experience in accounting/ financial sector;
- An aptitude for working with systems;
- Experience in a fund accounting system advantageous;
- Project management;
- Excellent Communication Skills;
- Strong team player;
- Solution orientated & strong problem-solving skills;
- Highly organized and attention to detail;
- Must show initiative to constantly improve processes;
- Ability to prioritize issues at company level;
- Good understanding of operational controls framework.
Method of Application
Use the link(s) below to apply on company website.
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