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Our client has a vacancy for a Trust Administrator to assist in the administration of client affairs. Ensuring client company secretarial and trust documentation/records are kept up to date. Main duties include: maintaining investment and accounting records; ensuring that company secretarial and trust documentation/records are kept up to date and preparing trust and company accounts. If you have trust administration and basic bookkeeping experience, then this could be the role for you. |
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| ref: 0038 | ||
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Board Position. Are you looking for something more challenging? Our client is looking to recruit a Trust Director to direct and manage a complex and or ultra high net worth clients relationships and provide assistance to the team leader on team issues. Main duties will include: In depth knowledge of all aspects of clients' wealth and family circumstances; to source formal advice for clients where required; profiling existing client base to identify other sources of wealth; to act as a point of reference for other team members. Please speak with Sandra on 730565 in confidence for further details. |
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| ref: 8349 | ||
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Professionally qualified with extensive knowledge and experience of fund administration? This senior position calls for a professional to deal with the management of the day to day operation and servicing of key clients including a new high profile client. Your sound technical accounting knowledge as well as the ability to interact and develop good working relationships with colleagues at all levels will make this the right role for you. Super opportunity for the right individual within a dynamic organization. |
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| ref: 0050 | ||
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At least 3 - 5 years' experience within Fiduciary Services? We need you to demonstrate your extensive knowledge of the Guernsey Fund and Fiduciary regulations augmented by ICA or similar qualification, for this Compliance Administrator role. Our client is an independent, professional fiduciary office with a strong client focus. They are a very supportive organisation and will provide a superb career opportunity for the right candidate. You will be a good communicator, able to work independently as necessary. |
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| ref: 9005 | ||
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Looking to develop your leadership skills within a thriving Private Equity department? You will have the opportunity to play a leading role in mentoring junior staff in the preparation and review of financial statements administered within the PE Department. Your role will cover planning the work of the team; reviewing management fees, advising on accounting issues and updates, as well as designing proforma accounts and maintaining capital accounts for limited partnerships. Sandra has more details on 730565, please call her to discuss in confidence. |
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| ref: 0048 | ||
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Excellent relationship manager with proven Fund experience? Our client needs you to assist with the management of client relationships, internal teams and compliance issues, within their growing Fiduciary Team. An excellent and genuine opportunity to develop your career within a supportive and well structured environment working with like minded people. Sandra has more details on 730565 in strict confidence. |
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| ref: 0045 | ||
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Experienced and hands-on Trust Manager needed. The role will involve staff supervision including monitoring of workflows, accuracy of work and efficiency of client service. Your technical trust skills will also be valued on a day to day basis as you will be providing technical support and training to Senior Trust Officers and their teams as well as resolving client queries as appropriate. This is a quality role within a well regarded organisation where you can really make a valuable contribution. Please call Sandra in confidence on 730565 to talk through. |
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| ref: 0032 | ||
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Our client has a vacancy for a Senior Trust Administrator. You will be responsible for the day to day administration of a selection of the team's Trust and Company clients. Main duties will include: establishing new clients; trust administration; company administration; supervising junior staff and periodic project work. You will ideally be STEP, ICSA or ACIB qualified and have 3 years' experience within a trust and company environment, please call Sandra now on 730565 for a confidential chat. |
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| ref: 8840 | ||
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Trust Administrator? Our client needs you to administer a portfolio of trusts and companies as a member of their Private Client team. Main duties will include: assisting in dealing with client queries; arranging settlement of third party expenses and drafting and preparing Trustee and Company Minutes. A great opportunity for you to move across to a forwarding thinking company. |
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| ref: 0044 | ||
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| Fully or partially STEP qualified? Used to supervising/mentoring staff? A super role here to assist the Manager in the day to day operation of the team. A strong technical and target driven candidate would thrive in this role. Further relevant training is available to the right candidate. Is this you? Speak with Sandra in confidence for further details. | ||
| ref: 0029 | ||
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Our client has a vacancy for a Trust Relationship Manager. Your role will be to administer a portfolio of complex client company and trust structures and administrative tasks. Main duties will include: contact with clients through various forms of correspondence; reviewing annual financial statements; drafting of trustee resolutions and arranging and distributing of loans. If you are STEP or ICSA qualified and have 4 years' experience, then call us now to discuss further. |
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| ref: 0042 | ||
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ACCA/ACA qualified? Good working knowledge of legislative requirements and an understanding of trustee responsibilities? This role will need that, as well as full competency in accounts preparation for property and investment holding and other complex clients. This meaty role is worth considering if you are ready to move on to develop your career further within a progressive environment. |
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| ref: 0030 | ||
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Our client is seeking to recruit a Company Secretarial Administrator to work within their Fund Services department. Main duties will include: maintaining statutory records of client entities; drafting minutes of all client board and shareholder meetings; attendance at all shareholder meetings and ensuring companies administered are operating within the scope of their Memorandum and Articles of Association, laws and regulations. If you have experience in corporate secretarial duties and are a good team player, then this could be the role for you. |
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| ref: 8750 | ||
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Our client is seeking to recruit a Senior Trust Administrator to work closely with the Assistant Manager and carry out the efficient administration of a portfolio of Trusts and Companies in accordance with company policies and procedures. Main duties will include: dealing with client requirements; preparation and submission of company annual returns; drafting and preparing suitable Trustee and Company Minutes and monitoring both overdraft positions and incoming funds and taking appropriate action. If you are a good team player and can work under pressure, then this could be the role for you. |
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| ref: 0041 | ||
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Our client is seeking to recruit a Senior Company Secretarial Administrator to perform all Fund and Management Company Secretarial duties and functions. Main duties will include: planning and arranging director meetings of Fund and Management companies; liaising with Stock Exchange and maintaining the company secretarial database. If you have 3-5 years' relevant experience call us now on 730565 to discuss further. |
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| ref: 0040 | ||
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Our client has a vacancy for a Senior Fund Administrator. You will be part of the management team and will, in conjunction with the Head of Administration, be responsible for the smooth day to day running of the funds that are administered by the company. Main duties will include: liaising with clients and other professional advisers; dealing will all the incoming fund queries; arranging approval of payment of all fund invoices; arranging the transfer of funds for investment purchases and reconciling bank accounts. If you are interested in this position, call Sandra on 730565 for more information. |
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| ref: 0052 | ||
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Our client has an opportunity for a Trust Executive. You will take responsibility for the administration of a portfolio of international trusts and offshore/onshore companies which will involve direct contact with third parties. Main duties will include: administration of personal trusts and companies; liaison and daily communication with settlors, beneficiaries and all related intermediaries and handling a wide variety of administrative tasks. Could this be the role for you? Call us now to discuss in confidence. |
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| ref: 0051 | ||
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Ready to change? Our client has a vacancy for a Senior Trust Administrator to assist the senior members of the team in the administration of a portfolio of trust and company clients. Main duties will include: undertaking general administration for clients; becoming familiar with the team's existing allocated client portfolio; managing and recording own time effectively. If you have commenced studying for a relevant qualification with good Word, Excel and Outlook skills, then this might be the role for you. Call us now to discuss. |
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| ref: 0035 | ||
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A vacancy has arisen for a Trust Officer to work within this busy Trust department. Your role will be to supervise and monitor the private client service performance of the Guernsey based private client trust business and ensure that first class client service is delivered in a cost effective manner. Main duties will include: overseeing the work of a team of Trust Officers and administrators; dealing with technical and risk issues and banking and general authorised signatory. Good technical candidates with excellent communication skills would eat this role up. |
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| ref: 0037 | ||
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| Our client has a vacancy for a Senior Trust Administrator to work within their Trust department. You will be responsible for the day to day administration of a selection of Trust and Company clients. Main duties will include: establishing new clients; trust administration; company administration and supervising junior staff. These clients are supportive and have an interesting client base. Recently qualified professionals might really enjoy this role. | ||
| ref: 0036 | ||
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Our client has an opportunity for a Senior Trust Officer to work within their Trust and Company Administration department. The purpose of the role will be to attend client meetings; prepare accurate file notes; maintain client relationships both written and verbally; action any queries/questions that may arise and develop working relations. Ideally you will have ICSA certificate or STEP foundation certificate in Offshore Trust Management for this to be the role for you! Call us now to discuss further! |
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| ref: 0034 | ||
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Our client has a vacancy for a Company Secretarial Assistant to work within their Fund Services department. Your role will be to assist the company secretary in providing company secretarial services to client funds and management companies. Main duties will include: assisting in the preparation and submission of all statutory filing; assisting in the arranging, organising and preparation of necessary papers for all client company board and shareholders meetings and maintaining a register of interest for listed funds and corresponding with shareholders. If you have a working knowledge of company secretarial practices this would be worth looking at. |
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| ref: 0043 | ||
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Conscientious and well organised candidate needed here to develop within a supportive and respected independent trust company. Good IT and interpersonal skills together with enthusiasm and an inquiring mind and the desire to continue with relevant professional training are necessary. As the role develops you will be responsible for your own portfolio of clients and be able to build a rapport with them. The role will also include maintenance of the clients' financial records and assisting with drafting trust and company minutes and clients correspondence. All in all a super role in which to develop your career within Trusts. |
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| ref: 0033 | ||
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This is a challenging role for top drawer legal candidate. Excellent analytical skills will be necessary in order to support the investment advisors in all legal and tax matters involved in the investment process. Managing the tax and legal due diligence requirements as well as negotiating transaction documents and liaising and instructing external counsel in various jurisdictions will form a large part of this senior role. We believe you will enjoy being part of this dynamic organisation where your contribution will be well rewarded and look forward to talking with you further. |
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| ref: 0066 | ||
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ACA, ACCA or qualified by similar experience ? • • Preparation and review of financial statements for trusts and companies • Preparation of accounting working papers and compilation of accounts files, including compliance-relevant tasks and liaison with Trust Management • Liaison with internal and external parties (auditors and tax advisors) • Undertake bookkeeping & accounting tasks unsupervised, completing bank, loan & investment portfolio reconciliations • Monitoring and reporting of accounting and financial analysis as required, including ad hoc reporting for tax related matters on structures Busy role in a busy team - sound good to you? |
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| ref: 0065 | ||
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Strong leadership skills, including a relevant Accountancy qualification and previous experience within managing and motivating teams as well as the ability to establish a network across a variety of divisions and support the further enhancement of the company's culture are essential in this senior role. The role will cover overseeing four work streams, monitoring of accounts production, and delivering an excellent level of service to clients. A knowledge of tax reporting structures and proven experience in working on complex accounting mandates for private and corporate clients is a pre-requisite. This is a superb opportunity to develop your professional accounting and management skills in a blue chip organisation and add some gravitas to your cv as well as providing you with a challenging new role. A full job spec is available. |
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| ref: 0064 | ||
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Like to do the following for our prestigious client? Undertake bookkeeping and accounting tasks unsupervised, including posting information from advices, completing regular bank, loan and investment portfolio reconciliations. Reconciliation of cash balances to bank statements Monitoring and reporting of cash positions and financial analysis, including daily identification of payment card requests for transaction monitoring Completion and posting of journal entries of client portfolios on day to day basis up to trial balance stage Recording all day to day transactions for a portfolio of trusts and corporate clients. Maintain a current and accurate entity ledger to agreed deadlines. Monitoring and reporting of balances as required for management. Timely provision of complete and accurate accounting information for clients and management. You would? Contact us now for further information. |
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| ref: 0063 | ||
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Exciting opportunity with well respected client. To be responsible for the development of new business for the International Trust Division and maintenance of existing business introduced via intermediaries Role covers : Identification of institutions requiring international trust products and services Provide monthly management information reports Devise and deliver sales presentations to groups of intermediaries and brokers Relationship management with brokers and clients Compliance and regulatory requirements Business trips as required to facilitate business. As well as : Responsible for management of sales staff Sandra has full job spec upon application. |
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| ref: 0061 | ||
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Qualified Project Manager with proven experience within financial services sector? This excellent opportunity calls for an intelligent and effective professional, able to demonstrate their creativity and problem solving; influencing; negotiating and change management skills, whilst driving forward the strategic objectives of change management within the organisation. A creative planner with excellent communication skills and preferably PRINCE2 or PMP qualifications would thrive here. A full job spec is available from Sandra. |
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| ref: 0056 | ||
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STEP or ICSA Diploma qualified with at least 5 years trust experience and needing to move to a more stimulating role dealing with more complex trust issues? We know you will enjoy working within this highly respected institution where your excellent client relationship skills can be further enhanced. Some off Island travel will be necessary, as will the ability to support and mentor junior staff members of the team. You are highly motivated and driven with impeccable references; we have the right role for you in this one. Come and talk through the job spec in confidence. |
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| ref: 0055 | ||
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Enthusiastic and driven Trust professional needed by our clients to join their well established and growing team. Your role will be very client focused with responsibility for administration and management of a portfolio of international trust and company structures. You should already have a sound knowledge of trust and company law and knowledge of technical, regulatory and compliance issues. No hierarchy here, the Directors are decision makers - let them decide on you as the best person for the role! |
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| ref: 0014 | ||
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Have you recently been made or are facing redundancy? We are experienced in helping many candidates who have unfortunately faced the same trauma and would like to be able to help you too. We are very professional, confidential and honest, with a large client base across a diverse sector, built up over many years. We are perfectly placed to help you in anyway we can. Please talk with Sandra on 730565 or email her on recruit@martel-dunn.com |
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| ref: REDUNDANT | ||
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| Experienced in Legal or Corporate Secretarial work? An interesting and varied role within Corporate Secretarial - Funds Services is available to you. Some of the tasks include planning and arranging board meetings; including venue booking and distribution of board packs; arranging travel when necessary; attending meetings and drawing up action points and minutes; liaison with stock exchanges; updating the company secretarial database; ensuring compliance with relevant legislation and a host of other associated duties. We have a full job spec and are happy to discuss further in confidence. | ||
| ref: 0012 | ||
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Trust professional seeking the sanctuary of a private family office? Our client needs you to help in the day to day administration of their Clients’ affairs. A proactive candidate with a positive attitude and proven trust experience will be welcomed with open arms. Call or email Sandra for further details. |
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| ref: 0068 | ||
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| Made a good start in compliance and looking to develop further? Our client needs you to support their MLRO within their Fund Service company. You will be involved in maintaining knowledge of your specialism and communicating this to other staff as well as risk assessment and ongoing monitoring, including suspicious activity reporting. Good intelligence gathering skills are paramount to this role as is accuracy and good communication skills. | ||
| ref: 0011 | ||
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Need to develop your professional experience within Funds? Super opportunity here to manage a varied portfolio of funds. Position requires some travel to clients, representing the company at board meetings, monitoring of profitability and liaising with other departments on pricing as well as implementing a rolling programme for risk based review and ensuring that the clients' expectations are exceeded at all times. Your initiative and good judgement as well as relationship and networking skills will be called upon in this role, there has never been a better time to go for it! |
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| ref: 0010 | ||
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Looking to develop your trust experience within an Independent Trust Company? This is a really interesting opportunity to deal with the administration of trust and company structures for a portfolio of private clients, including : *Liaising with clients and intermediaries *Arranging payment of trust distributions & company expenses *Maintaining due diligence and risk assessment records *Preparation of annual trust and company accounts; *Some supervisory responsibilities |
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| ref: 0001 | ||
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Strong Legal background? We are seeking candidates with proven experience in corporate and commercial law, mergers and acquisitions, mezzanine finance and ideally tax law. This excellent opportunity will involve instructing and liaising with external counsel in various jurisdictions, whilst the main purpose is to manage the tax and legal due diligence efforts including negotiating transaction documents. Applications are sought from excellent communicators with exceptional analytical and logical thinking skills. |
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| ref: 0024 | ||
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| A varied senior role on offer here. Our client is a small well-established trust concern and the role will encompass Company Secretarial, Compliance Officer as well as MLRO duties. A responsible and hands on approach is required in all areas which will be well rewarded by a competitive salary package and excellent working conditions. Sandra has further details on 730565 | ||
| ref: 0031 | ||
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| Strong practical knowledge of Private Equity Fund Administration? This is a great opportunity to be actively involved in the day to day operation and servicing of some really interesting and complex clients. As well as good technical skills, the role calls for a good communicator able to relate effectively to clients and colleagues. An awareness of offshore management and control and good corporate governance is also key. Good accounting knowledge is crucial as is excellent organizational and planning skills. This special role needs you to fill it. Sandra has further details on 730565 in confidence. | ||
| ref: 0020 | ||
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| Want to work with like minded professionals? In this role you can. It involves providing company secretarial services to support new and prospective funds within the Group. You will be able to demonstrate your good working knowledge of word and excel as well as your experience within the corporate secretarial field. Our client is happy to progress your professional studies within ICSA/STEP and provide an excellent opportunity for you to shine in your chosen field. | ||
| ref: 0019 | ||
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A well organised and experienced administrator with experience of working in a Company Secretarial area or fund administration team is sought for our Fund client. The successful candidate will take an active role in providing secretarial services to support new and prospective funds within the Group which will involve liaison with Channel Island Stock Exchange. A part/qualified ICSA/STEP candidate with excellent communication skills and the ability to keep clear and concise records as well as produce accurate minutes would thrive in this role. |
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| ref: 0018 | ||
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Potential Directorship Role within dynamic organisation. Our client is looking for a Senior Trust & Company Manager within it's thriving and fast-moving environment. Candidates should be ICSA or STEP qualified with proven managerial experience augmented by solid experience of reviewing and understanding of highly technical documentation. The role will involve a variety of management duties within Trust, Pension and Company structures with both private and corporate clients. Contact Sandra for a confidential discussion on 730565. |
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| ref: 0016 | ||
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| Looking for that next step up? Our client can provide that for you with this role. You will be providing daily assistance and secretarial support to the team and line manager covering organizing and preparing for meetings, arranging travel, drafting letters, liaising with clients, preparing presentations, taking minutes, managing timesheets and expense claims and many other ad hoc duties to ensure the smooth and efficient running of the team. A hands-on, enthusiastic and driven candidate, with good people and multi tasking skills will thrive here. Is that you? Sandra has further details on 730565 | ||
| ref: 0013 |