Current Vacancies at JTC Group

Purpose of Job

The role holder will make a significant contribution to the team, providing support for service delivery to Jersey corporates.  You will be responsible for all aspects of Company Secretarial and Corporate Governance support including arrangements for and attendance at board, committee and shareholder meetings, preparing and filing documentation in relation to regulatory compliance and statutory returns, corporate transactional support, process agency and company searches.  There will also be the opportunity to provide support to special projects such as corporate actions. 

Main responsibilities and duties

• Administer and monitor a varied client portfolio with an emphasis on Jersey corporate entities within the timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care
• Understand the relevant legislation and ensuring that all activities undertaken meet legislative requirements
• Attend and minute board, committee and shareholder meetings, travelling to client locations as required
• Draft board papers, assemble board packs and ensure distribution to client boards
• Provide review and comment on corporate documentation as required by the client and in conjunction with other advisors
• Draft other company materials and statutory filings, as appropriate
• Review client structures, complete review processes for client entities, remain aware of risk exposure, including the fulfilment of responsibilities under the review procedures
• Assist with the review legal and tax advice where appropriate and be able to interpret /implement relevant advice as required
• Maintain accurate and up to date records of client entities, ensuring all statutory obligations are complied with
• Assist more junior members of the team, deliver to agreed scope and timescales
• Keep clients’ records up to date and ensure all statutory registers are maintained
• Receive, monitor and keep up to date with constitutional and regulatory requirements as applicable to individual clients
• Take responsibility for various other aspects of our service offering, including developing client relationships, keeping up to date with best practice and helping disseminate the same to the wider team, undertaking office administration including billing and project work,as appropriate
• Deal with correspondence, the collating of relevant information and writing of reports, ensuring decisions made or action points agreed are communicated to the relevant parties and completed within timescales set and agreed
• Provide contribution to meeting discussions, as and when required
• Liaising with external regulators and advisers, such as lawyers and auditors
• Assist with the production, where necessary, of relevant policies and procedures including the development of a knowledge bank
• Manage billing and cash collection / debtors process for director’s clients, have an awareness of recoverability and work in an efficient manner so as to minimise write-offs
• Remain aware of the obligations for the reporting of unusual transactions and act as a guide to the Department in this respect
• Adhere to Risk & Associate Compliance procedures in relation to regulatory requirements and AML legislation
• Adhere to CPD requirements in accordance with qualification level and in-house procedures.
• Adhere to the JTC core values and expected behaviours;
• Any other duties as deemed necessary by Management.

Essential requirements

• LLB Degree and/or CSSA qualification
• At least 3-5 years of relevant experience in a similar role
• Good understanding of the Companies Act 71 of 2008, MOI, King IV and JSE requirements
• Good CIPC knowledge and experience in all company lodgements/amendments
• Knowledge of the relevant laws of the regimes as applicable to the jurisdiction of the clients
• Knowledge of the relevant jurisdictions’ rules and regulations
• Understanding of the various Stock Exchanges’ listing rules
• Understanding of the importance of controls and the fiduciary responsibility of directors
• Understanding of the features of the different types of relevant asset classes
• Ability to demonstrate effective communication skills
• Ability to work independently and under pressure
• Attention to detail
• Strong minute taking skills

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Purpose of Job
The role is to administer and provide Company Secretarial services, with support, to a client portfolio in order to ensure the structures within the portfolio meet all statutory obligations and adhere to all relevant legislation. The purpose of the role is to act as a first reviewer of legal contracts and other documentation and prepare them for signature, following the internal JTC processes.
The employee will be required to act as the first point of contact for clients, intermediaries and colleagues in other jurisdictions.
The role will require the employee to develop an understanding of company structures and fund structures and develop an understanding of the principles of corporate governance and apply these principles as transactions arise.

Main Responsibilities and Duties
The role is to provide administrative support to the wider Private Equity team, through attending to daily tasks on an assigned portfolio of clients, where the employee will be the main point of contact for internal and external stakeholders on portfolio

• Prepare documentation for signature, through identification of key risks and mitigants
• Organize and attend board meetings
• Take and draft minutes following board meetings
• Ensure filing deadlines are met
• Maintain statutory records, as required by the relevant legislation
• Updating and maintaining board meeting calendars and schedules
• Build relationships with clients and intermediaries
• Any other ad hoc administrative tasks required to support the team
• Follow processes and procedures, working according to set quality standards and controls
• Company and trust registration
• Attend to statutory requirements and maintenance of companies, trust and funds
• Prepare and arrange board/trustee/shareholder meetings, including facilities to support such meetings
• Prepare and distribute shareholder notices
• Prepare and arrange resolutions or minutes as required
• Prepare and arrange for minutes and agreements to be signed
• Prepare and ensure changes to offering documents are adopted and longed in line with regulatory guidelines and requirements
• Manage anti-money laundering queries
• Meet personal and team targets as the needs arise
• Maintains a strong work ethic and is diligent, self-sufficient, proactive, honest, professional, flexible and contributes towards ahigh team morale

Essential Requirements

• Relevant legal qualification (LLB)
• 1-2 years experience in an administrative role, in financial services or law
• Direct communications with external parties and intermediaries
• Organizational skills and ability to coordinate external parties
• Report writing (drafting and formatting thereof)
• Ability to think critically and interpret information from a number of sources
• Knowledge of Microsoft packages, including Excel, Outlook and Word
• Ability to type and prepare minutes of Board meetings
• A basic understanding of Company Law
• Excellent attention to detail and accuracy

The successful candidate will have:          

• At least 1 – 3 years current practical and relevant experience, within the corporate, legal, fiduciary, fund and trust services (or relevant equivalent) legal sector, with a strong and sound knowledge of the administration, co-ordination and servicing clients within the company secretarial (or relevant equivalent) field
• Meticulous attention to detail, quality conscious and understand accountability, maintains a high-level of responsibility and is adaptable
• Has excellent computer typing skills, with the ability to learn and take initiative
• Workable and basic understanding of Corporate Secretarial software and general and niche company secretarial administration
• Workable knowledge of acting in the best interest of the Company and can display a basic to intermediate sound knowledge of Company law across various local and foreign jurisdiction generally
• Working knowledge and experience in operational requirements such as AML, FATCA, FICS, CRS, OECD and PEP’s – will be an advantage
• Has the ability to work in a team as well as independently as the need arises
• Sound planning skills, strong verbal and written communication and can effectively diarise and plan with attention to detail.
• An understanding of delivering within core deadlines and is able to discern urgency and work under pressure

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Purpose of job
Being responsible for producing financial statements, NAV Valuations and management accounts for an allocated portfolio of clients within the Fund Accounting team in accordance with the most relevant accounting standards and client driven requirements. Provides support to the Team Manager in: managing the team resources (has direct reports); allocating tasks, reviewing payments as an authorised ‘’A’’ signatory and monitoring client service levels for reporting purposes.

Main Responsibilities and Duties

• Manage, monitor and supervise allocated resources (Direct reports) within the team to ensure the financial statements, management accounts and other financial related information are produced within the set deadlines (regulatory & other) and agreed service delivery levels.
• Allocate tasks and resources within the team and support the Manager to manage; coach and performance manage staff members to ensure that the team is functioning as a cohesive unit and achieving all the team deadlines.
• Review and monitor works performed by other staff members to ensure constructive coaching and feedback can be provided. Assist team members, provide training to new members of staff when required and promote knowledge sharing within the team to ensure the team works as a cohesive unit.
• Schedule and organise training of the team on accounting issues and new updates to accounting standards to ensure the quality levels within the team is maintained and no errors are repeated or made going forward.
• Support any appointed 3rd party income tax consultants with financial info. Ensure timely submission and zero tolerance for missed deadlines.
• Liaise with the client where appropriate to discuss financial statements/reports, resolve any issues or discuss fees.
• Billing – monitor recoverability of time spent on each task undertaken, tailoring the approach to a specific job where possible to ensure minimal write off of time and maintaining divisional KPI’s. Liaison/discussion with Client Director as to time spent (incl reasons therefore) and possible margin improvement going forward. Where applicable approve fee notes produced by assistant accounts officers.Prepare fee quotes for onward sign off by Manager.
• Monitoring of service levels in accordance with SLA’s and KPI’s & preparation of monthly reporting and other admin team functions.
• Actively and continually manage, identify and report high risk areas and gaps within the allocated Clients processes to ensure the identification and escalation of risks.
• To project manage the client audit process according to an agreed timetable to ensure all parties are delivering as agreed and the manager is keptinformed of any obstacles and/or delays.
• Continually build on service excellence and promote strong client relationships.
• Quickly and diligently address client queries and questions ensuring resolution thereof. Ensure no queries or issues result in an error, breach (late filing/missing a regulatory deadline) or client dissatisfaction.
• Establish relationships with new clients (for all new client mandates obtained) and maintain if not enhance the level of service. Build relationship and report with colleagues in the SA office and other jurisdictions and contribute to the overall cohesiveness of the Fund Admin business unit.
• Schedule pre and post audit meetings to discuss audit planning, comments and recommendations as well as any post audit adjustments to be made to valuations to ensure the audit process is completed as per the timetable.
• Actively participate in ensuring all processes and procedures are properly documented and adhered to within the allocated team to ensure no account errors occur and the team has latency in place.
• Manage and investigate errors, complete the required JTC error reporting process and implement the required remedial action in order to ensure the error is not repeated.
• Participate actively in projects, specifically risk reduction and efficiency gain projects relevant to the related fund admin teams to ensure the successful implement and completion of the specific Fund Admin project actions and timelines.
• To successfully migrate new clients onto the JTC platform as part of any new mandates obtained and ensure fully operational. Onboard all new business in a timeous and effective way.
• Be able to react positively to feedback and thus propose improvements to accounting process and client matters if required.
• An ability to take responsibility, prioritise, use initiative, find solutions, display assertiveness and decisiveness.
• A flexible approach to work, an ability to organise self and others and enjoy a busy and challenging working environment.

Essential Requirements
Core skills at Assistant Manager level

• Demonstrates consolidated role-specific technical knowledge sufficient for the Assistant Manager level
• Manages and prioritises portfolio of complex work independently, requiring minimal technical guidance
• Identifies and engages (with Manager on occasion) with new business opportunities and increased efficiencies
• Confident covering line manager responsibilities in their absence, including managing team and delegating tasks
• Involved in certain areas of the Project management of new take-ons and client migrations from start to finish (this includes working with various Project streams and departments)
• Offers ongoing support to line manager with team goals
• Continually meets expectations re. goals and supports departmental Key Performance Indicators (KPI’s)
• Developing mentoring and coaching skills with less experienced colleagues
• Written and verbal communication is clear and concise and demonstrates considerable understanding of client structure / departmental context
• Builds professional, mature working relationship with clients/ intermediaries. Manages expectations and focus on relationship building
• Sound awareness of risk factors and processes connected with new/ existing work and offers solutions
• Increased accountability with regards to decision making e.g. signatory on correspondence
• Demonstrates commercial awareness with regard to time and time recording and efficiencies on jobs

Technical skills

• Exposure / experience to checking and supervising the work of others
• Ability to produce work accurately, on time and sometimes under pressure
• Good technical knowledge of jurisdictional accounting standards as well as IFRS
• Attention to detail and pro-active nature
• Enjoy working in a teams
• Good knowledge of Word and Excel
• Strong systems aptitude
• Strong communicator – both written and verbal
• Able to manage own time and projects
• Display entrepreneurial insight and skills in culture creation
• Mature, credible and comfortable in dealing with a cross section of clientele and staff
• Ability to mentor and coach
• Excellent numeracy skills
• Attention to detail
   

Qualifications and industry experience

• Suitable accounting qualification a pre-requisite (e.g. BComm / BAcc / BTech / B Bus Sci or equivalent degree).
• Member of a professional body such as CA (SA) / ACCA / CIMA a prerequisite.
• Good accounting and investment industry product knowledge.
• Minimum of 3 - 5 years PQE working experience within the finance/investment funds administration industry or related experience.