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Our client is seeking a candidate to assist with the timely and accurate processing of departmental work relating to maintenance of securities master file, reconciliation of stock and cash positions, E-Banking and the setting up of users on the system. Other control duties include the monitoring of agent banks (charges and performance), management of information, and static data for Guernsey. If you possess a knowledge of legal, regulatory and industry requirements, together with good communication skills, then call us for further details about this position within a prestidious European bank and trust organisation. |
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| ref: 8083 | ||
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Would you like to train with this Guernsey based accountancy firm? If you are an A-Level school leaver or a graduate and wish to gain your professional qualifications, we would love to hear from you. The world is your oyster with a career in accountancy! Applications will also be considered from partially or recently qualified ACA or ACCA candidates who wish to take on a more active client role. |
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| ref: 8036 | ||
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A fully or partially qualified CTA/ATT candidate would be preferred for this role, but those candidates having appropriate experience will certainly be considered. Main responsibilities include: - Supporting the Group Tax Director on all compliance tax advisory and planning issues - Servicing bespoke client base with tax advice but with a wider advisory role - Creating and implementing wealth management solutions Working as part of the tax team with this firm of accountants, there is good opportunity for career progression and development into a managerial role. |
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| ref: 8037 | ||
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Are you familiar with the completion of Guernsey and UK Income Tax returns, including the analysis of bank statements, scheduling investment income, rental income and expenses? Then you may be interested in this role within the tax team of this firm of accountants. Other responsibilities include: - Checking tax assessments - Lodging appeals with the Guernsey and UK authorities - Assisting clients with Social Security queries Support will be given for those wishing to study for professional qualifications (CTA or ATT). A school leaver/graduate will be considered for this position. |
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| ref: 8038 | ||
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This varied role incorporates administrative, marketing and client servicing responsibilities. Candidates should preferably have 2 to 3 years' experience in securities dealing/settlements and an understanding of investment matters and asset management, although other financial services experience would be considered. The main responsibilities for this role include reconciliations, placing trades, third party transfers, dividend payments, etc. |
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| ref: 8039 | ||
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| An organised and efficient administrator is sought to provide administrative support to the Independent Financial Advisers. Previous relevant experience of at least 2 to 3 years in the pensions/insurance sector preferred. | ||
| ref: 8040 | ||
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Responsibilities for this challenging role include: - Responsible for provision of corporate secretarial/admin services to a complex portfolio of fund and management companies within the organisation - To provide technical advice, guidance and training to the team - To act as Company Secretary and to represent the organisation in business activities and contacts with clients and intermediaries If you have relevant experience in a similar role and are looking to progress up the career path, please call for further details. |
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| ref: 8094 | ||
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| A hands-on manager? Excellent people skills are just as important in this role as proven trust experience. Our client is a well respected and dynamic fiduciary company who recognises and rewards quality. This is an excellent opportunity for the right person to develop their career. | ||
| ref: 8075 | ||
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The main purpose of this role is to provide corporate secretarial administration for the funds, including regulatory announcements, preparation of board packs, attendance at board meetings and preparation of minutes. The role also includes the maintenance of share registers and dealing with shareholder correspondence, etc. The ideal candidate will have at least 2 - 3 years fund experience and solid book-keeping skills. Excellent organisational skills, attention to detail and accuracy are essential for this role. |
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| ref: 8030 | ||
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Do you have banking experience? Our client is seeking a candidate with a knowledge of Word and Excel, a good understanding of stock markets, security instruments, settlement cycles, and corporate actions. Key responsibilities will be to process coupons and dividends and all corporate actions for clients' assets within specified timeframes. |
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| ref: 8084 | ||
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| This young, high growth, dynamic company providing loan and mortgage broking services to consumers in the UK are seeking a new member of staff to join their small, select team. The role holder will be responsible for the detailed planning and implementation of direct marketing campaigns. Duties will include monitoring competitor activity, budgeting and forecasting of business performance, and producing regular analysis of campaign performance. If you are able to demonstrate effective project co-ordination skills, and good analytical and communication skills, please call Sandra on 730565 to find out more! | ||
| ref: 8086 | ||
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Do you have one-two years' experience in a securities/custody environment or a background knowledge of corporate actions? The Custody Services team of this organisation undertake various responsibilities, including: - Ensuring timely administration and processing of corporate actions, dividends and reconciliations - Notifying clients of forthcoming AGMs and EGMs This position is also available on a contract basis for six-twelve months for experienced candidates. |
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| ref: 8088 | ||
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The responsibilities of this role include assisting with the monitoring of the company's adherence to the Group's ERM policies and procedures; acting as a centre of excellence to provide support and guidance to business lines; assisting with the ongoing development and production of accurate ERM related reporting. Five years' international banking environment experience, with an emphasis on risk assessment/risk management, is a requirement for this role. |
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| ref: 8090 | ||
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This newly created role within the Custody Services division would be perfect for a candidate looking for a position to actively manage, retain and enhance the bank's custodial relationships with institutional clients. In addition to a technical knowledge gained over 3-5 years within a custody, investment or fund related area, the prime qualification will be excellent communication and client relationship skills. If you are looking for the challenge of a highly demanding role covering all aspects of client relationship management, from basic administration to attendance of client meetings both on and off the Island, call Sandra on 730565. |
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| ref: 8091 | ||
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The Assistant Director will be expected to support the Executive Directors on an ongoing basis to ensure the efficiency of the Company is maintained. More specifically, to deal with client requests for assistance and to act as director and/or alternate director of the management companies and to take responsibility in every way for the members of staff. The individual will be expected to have worked at senior level in another financial institution, will ideally have previous management experience and knowledge of accounting, company secretarial, private equity administration or investment banking. For further details please call 730565. |
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| ref: V4105 | ||
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This international trust company is seeking an Associate Director to provide management and support to directors, trust managers and other staff to include the following: - Providing advice in respect of clients - Coaching staff - Ensuring the effective utilisation of other resources - Developing and implementing company procedures The successful candidate must possess a strong technical knowledge of all aspects of trust and company administration and have at least ten years' relevant experience. |
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| ref: 8046 | ||
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The International Custody Services department of this banking group are seeking a Trustee/Custodian to join their team, the primary responsibility being to ensure that the company's duties and responsibilities are carried out in compliance with the CIS Rules. This role would suit a conscientious and methodical organiser. If you would like to know more, please call us on 730565. |
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| ref: 8015 | ||
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Reporting to the Head of Legal Risk the officer will be responsibility for preparing the daily Management reports and maintaining the Bank's security and loan records for accuracy and completeness to ensure the Bank's risk with regard to their portfolio loans is at all times fully covered; issuing requests for the settlement of debit interest on loan facilities and capital repayments where appropriate; processing credit facilities from section stage to drawdown through full liaison with lawyers, valuers and clients where necessary, maintaining loan documentation files; preparing annual review certificates for loan facilities; assisting other members of the Department when required. 3 years general banking experience is required along with the ability to prioritise workload, knowledge of Microsoft and good communication skills. |
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| ref: V4156 | ||
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Our Client is looking for a Compliance Administrator to assist with the monitoring of Mutual Funds and Unit Trusts and to assist on all aspects of compliance responsibilities. Duties will include: - Carrying out checks on a routine basis, following specific procedures to ensure that fund valuations are prepared in accordance with procedures and relevant rules. - Carrying out monitoring checks of the Corporate Secretarial annual review process - Assisting in the preparation of documentation for inspection visits by the Regulator and by clients - Implementing the Group Compliance policy relevant to the role - Ensuring awareness of Operational Risk relevant to the role and to ensure that all actions during employment take account of the likelihood of operational risk occurring |
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| ref: V4176 | ||
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A candidate with excellent analytical skills, enhanced skills with MS-Excel (e.g.importing data, Pivot Tables, Graphs), effective verbal and written communication skills and attention to detail is required for this role. The successful candidate would report to the Broking Operations Director and be responsible for monitoring the key financial and operational performance metrics of the Company and initiating improvements. Also, producing quarterly budgets in cooperation with Marketing Managers and key stakeholders. Analysing monthly performance, including, marketing performance, analysis of lender performance and profitability analysis, based on Activity Based Costing will be a key responsibility for this role. A good graduate or someone with a 1-2 years experience within finance would be an ideal candidate for this role. |
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| ref: V4178 | ||
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Previous experience in a Company Secretarial role is ideally required for this role with sound knowledge of Company Law in Guernsey, Jersey, Isle of Man, & UK. A relevant professional qualification would be desirable. Principal responsibilities include: - Arranging Fund and Management Company Directors' meetings - Attending and preparing minutes of meetings of the Funds and/or Management Companies - Maintenance of statutory record files of the Funds and their Management Companies - Associated Company Secretarial duties Call us now for further details. |
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| ref: 8002 | ||
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| You will work as part of a small team promoting a Compliance culture within the Fund division of this bank. Experience within Fund/Private Equity based financial institutions would be desirable, together with familiarity with GFSC regulations, Anti-Money Laundering and Stock Exchange requirements. If you possess good inter-personal skills, an enquiring mind, good attention to detail and the ability to work as part of a small team, call us now on 730565 for further details. | ||
| ref: 8003 | ||
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Our clients are seeking a new member of staff to undertake a varied role which will include resolving queries received from customers and UK/overseas correspondent banks. You will have some knowledge of banking and operations and possess the following skills: - Ability to work with others and support team - Work to high standard of accuracy, quality and attention to detail - Can communicate information and ideas clearly to team and customers For further details, please call us on 730565. |
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| ref: 8005 | ||
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This is an ideal first position for an A-Level school leaver or graduate or even someone who has had experience in another sector of finance and wants to move to trust administration. The lucky candidate will work with a dedicated trust team and will receive on the job as well as external training. They will be mentored by an experienced trust administrator/manager and, according to ability, may be allocated their own portfolio of clients within 3 to 6 months. Encouragement and support, both in terms of finance and study leave, are given to assist in your professional development in this interesting career path. |
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| ref: 8033 | ||
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| Contract Fund Administrator/Accountant is needed for these out of town offices. Ideally experience with some open and closed ended fund knowledge, maybe gained through audit experience, would be useful. Contract is initially for one month but may be extended to work on client based project. | ||
| ref: 8014 | ||
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This is a great opportunity to start a career in the world of trust administration! A vacancy has arisen within a Guernsey based trust company to join a small team (5 members of staff including the Manager). You will work directly with the Senior Administrator assisting with the administration of a portfolio of clients, including an active property portfolio. Financial support and study leave are on offer for the right candidate to commence appropriate professional qualifications. |
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| ref: 8032 | ||
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The International Custody Services department of this banking group are seeking a new member of staff to join their team. Primary responsibilities include: - Assisting with the day to day work of the Client Relationship Team within the Securities Department, including the investigation of client queries and completion/despatch of documentation, ensuring that new account opening and KYC documentation is in order. - Assisting with the production and checking of valuations. - Completing stock reconciliations for nominee company and investigating discrepancies. |
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| ref: 8017 | ||
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If you have a good understanding of compliance/control policies, Guernsey Banking Law and the Codes of Conduct, Guernsey POI Law and relevant Rules, relevant GFSC Guidance Notes and the Guernsey Anti-Money Laundering legislation and handbook, you will be interested in this vacancy with the International Custody Services department of this banking group. Principal responsibilities include: - Taking overall responsibility for compliance in respect of this company - Act as MLRO You will be working alongside a knowledgeable Compliance Manager who will assist in your further development. Give us a call on 730565 to find out more! |
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| ref: 8019 | ||
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This global banking group are seeking an assistant to provide additional administrative support to the International Pension team. Candidates should ideally have 1- 2 years trust experience. However, more important is the willingness and aptitude to learn more about this specific business under the guidance of more experienced Client Relationship Professionals, but with the ultimate future aim of being responsible for their own portfolio of corporate clients. This could be a good start for you to move across into an interesting and developing role. |
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| ref: 8021 | ||
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This international insurance company are seeking a new member of staff to undertake the following duties: ` - Processing, discharging and assisting with unit linked claims - Maintaining relationships with key staff in Head Office and Regional Offices - Assisting with the compiling of customer service management reporting statistics A well organised administrator who can communicate well would find this is just what they need! |
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| ref: 8023 | ||
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The main purpose of this role is to prepare financial statements for companies and trusts for submission direct to clients. The ideal candidate will have attained an appropriate level of competence through completion of a recognised accountancy qualification and/or experience and be able to prepare accounts for a range of trust and company structures, i.e. property, investment, etc. Good understanding and experience of risk analysis are key to this role. Our client would also consider this role on a contract basis. |
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| ref: 8027 | ||
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This busy department is responsible for the monitoring of Mutual Funds and Unit Trusts in order to demonstrate compliance with the Protection of Investors (Bailiwick of Guernsey) Law, 1987, and all aspects of compliance and fiduciary custodian responsibilities. If you have relevant experience and feel this role may be just up your street, please call Sandra on 730565. |
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| ref: 8096 | ||
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Our Clients are seeking a Senior Client Relationship Management professional to lead the continuous development of their service proposition. The role will include: - The development of a professional client reporting and relationship management framework - Reporting to clients against key performance indicators - Regular communication with clients on key developments - Co-ordination of new business take-on activity At least five years' experience in a professional management role, preferably in a fund related area, is needed for this role. If you have initiative and an uncompromising attitude towards exemplary client service and you are seeking an opportunity to build an industry-leading client service team, please call us now for further details. |
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| ref: 8006 | ||
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Initial duties for this role will mainly relate to investing and managing assets of pension schemes. After further training, responsibilities will include managing personal investment accounts, preparing and/or reviewing cash, currency and investment instructions, and liaison with clients. On the job training will be given, with additional training provided by internal and external courses. An opportunity to study for a professional qualification is available. Our client is very flexible with regard to hours, and will consider full or part-time. They would prefer to make a permanent appointment but will consider a temporary placement. |
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| ref: 8128 | ||
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A super opportunity to join the Systems division of this international bank. Candidates should have a broad based systems and business knowledge (minimum 3 years' related experience), and good communication and interpersonal skills. Responsibilities include: - Second line support to Help Desk calls - Systems testing - Produce AS/400 query reports and modify/review If you would like to find out more about this position, please call Sandra on 730565. |
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| ref: 8113 | ||
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An understanding of the reconciliation process and good communication skills are important for this role. An Administrator is required whose duties will include: - Daily preparation of Bank's external Nostro cash reconciliations - Investigate outstanding Nostro reconciliation entries - Raise payment investigation queries A basic knowledge of SWIFT payment routing and investigative skills would be an advantage. |
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| ref: 8115 | ||
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The role holder will assist the Supervisor in preparing financial statements for the Trust Company's clients, audit computerised accounting records, and liaision with auditors to facilitate their work and requirements. Candidates should have some knowledge of working with financial statements from accounting records using computerised accounting systems, and ideally have at least one year's experience in an accounting environment, preferably Trust, and be working towards the CAT or AAT qualification. A great opportunity to receive fully supported training with this organisation. |
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| ref: 8120 | ||
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A Senior Administrator is sought to join a team who produce valuations on a daily, weekly and monthly basis for their allocated clients. Additional responsibilities will also be undertaken. Candidates should ideally have three/four years' experience in fund administration, with a good knowledge of investment instruments. Good communication and customer care skills are essential, together with a good working knowledge of Excel, Word and Outlook. |
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| ref: 8122 | ||
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Are you a numbers person, good at maths and want to use these skills in your next job? We have a great opportunity to work within the Investment Services Department of this well respected and supportive company. As well as producing investment analysis data and reports, responsibilities include communicating with clients and investment managers. Good PC skills are essential, and extensive knowledge of Word, Excel and Lotus Notes will be an advantage. |
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| ref: 8123 | ||
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The role holder will be responsible for completing tasks identified each month on the compliance monitoring programme in respect of Guernsey regulated entities. Candidates should have a good working knowledge of Guernsey laws and GFSC regulations, and an understanding of relevant anti-money laundering rules/regulations. Previous experience in a similar role within the finance industry would be an advantage, although full training will be provided. |
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| ref: 8093 | ||
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Using your initiataive to follow lines of enquiry is a must for this role. Candidates should also have some experience of global custody, securities and banking, and an interest in unusual types of investment would be helpful. Our client is very flexible with regard to hours, and will consider full or part-time hours, and a permanent or a temporary role. |
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| ref: 8127 | ||
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A contract position (until end of October 2008) exists within our client's Private Client Administration team. The role holder will be required to undertake the production of complex accounts for companies and trusts, review accounts produced by team members and maintain a high level of quality service to clients. Following the recent data migration and systems change, there may also be elements of follow-up project work. Together with previous experience in a trust environment, skills required include: - Knowledge of computerised accounting systems and Microsoft products (specifically Excel) - ACCA/ACA qualified or nearing completion of studies |
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| ref: 8109 | ||
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Are you a numbers person, good at maths and want to use these skills in your career? We have a great opportunity with this well respected and supportive company. Our client is seeking a trainee to join a team providing support on a wide range of consultancy work for local and international pension funds. Essential requirements are A Level Maths (grade A or B), together with good PC and communication skills. In addition, a degree in maths or a science based subject is desirable. Training will be given in respect of in-house computer applications, and candidates will be expected to study for a professional qualification. |
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| ref: 8130 | ||
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This organisation provides a range of financial services, including pension and trust administration. They require a new staff member to carry out duties relating to the administration of local and international pension schemes, including: - Maintenance of membership records and spreadsheets - Investment of pension scheme contributions - Calculation and payment of benefits - Reconciliations and cash management Comprehensive training will be given, including internal courses. The opportunity to study for a professional qualification will be offered. Candidates should have office environment experience and some knowledge of Excel and Word. |
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| ref: 8131 | ||
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| Our client is seeking an experienced candidate to provide support to the Institutional Fiduciary Services team. Key responsibilities include: client reporting, purchase/sale of investments, bank reconciliations, basic company secretarial, and KYC procedures. The successful candidate will be studying towards a qualification relevant to the administration of private equity funds, trusts and companies, and will have qualified or commenced their ICSA Certificate in Offshore Administration. | ||
| ref: 8133 | ||
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| Our client is seeking a trainee to provide support to the Institutional Fiduciary Services team. Key responsibilities include: client reporting, purchase/sale of investments, bank reconciliations, basic company secretarial, and KYC procedures. The successful candidate will be studying towards a qualification relevant to the administration of private equity funds, trusts and companies, and will have commenced their ICSA Certificate in Offshore Administration. | ||
| ref: 8134 | ||
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Looking for a role where you can put your typing, communication and administration skills to good use? We'd like to talk with you about a pretty special role that has arisen for a flexible multi-tasker within a busy and interesting concern and where no two days are the same! Please either email or phone Sandra on 730565 for further details. |
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| ref: 8150 | ||
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| Great role here within HR/Office Management to ensure the smooth running of the HR function. Everything from payroll to appraisals, maintaining personnel files to staff welfare as well as dealing with lease renewals and maintenance of office facilities. Needless to say this role will appeal to multi-taskers who thrive on diversity and making a positive contribution to the welfare of a company. Roles like this are well sought after so why not call Sandra on 730565 for a confidential chat at any time. | ||
| ref: 8151 | ||
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Do you have at least one year's trust experience and are looking to progress your career? A position has become available to undertake trust and company secretarial duties within this well respected and supportive company. You should also possess good communication skills, and a working knowledge of Microsoft Excel and Word. Some knowledge of employee share trust schemes would be advantageous. Full training and support will be given and, subject to satisfactory progress, there will be the opportunity to study for a professional qualification. Consideration will also be given to candidates wishing to work part-time, not less than 25 hours per week. |
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| ref: 8124 | ||
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| A very special position has become available within this well established institution. The opportunity exists to join a small team in a managerial and fee earning role. If you are an experienced, professionally qualified person who takes pride in managing client expectations and providing efficient, timely and high quality administration services to a portfolio of leading institutional clients, then this senior appointment will merit investigation. | ||
| ref: 8070 | ||
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This key relationship role is primarily responsible for the management of the relationship between the Fund Administration and Custody teams and their portfolio of clients. If you have previously worked in a similar role and are looking for career progression, please contact us for further details. |
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| ref: 8097 | ||
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This international bank have positions available for Supervisors within their Banking Operations department. Candidates will be required to provide strong support to management through staff supervision and training to provide a high quality service to clients of the bank, and to manage day-to-day workflows. Contract or part-time arrangements may be considered. |
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| ref: 8101 | ||
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Our client is seeking a manager for their Fund Administration Services division. The role holder will work with the Sales Team to win business at appropriate fee levels, identify both the client and regulatory requirements of new fund structures and ensure that all documentation and preparatory actions are complete before the fund is taken on by an administration team. If you have at least 5 years' experience in a fund environment, please call us on 730565 for more details of this interesting and varied role. |
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| ref: 8047 | ||
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This interesting and varied role is based within the Company Secretarial division of this international banking group. The successful candidate will be responsible for: - Responding to enquiries from clients and partners about the bank's products and services - Recommending enhancements to unit management and cross selling products to clients - Researching and resolving enquiries You would be a valued member of a dedicated team working with real people! |
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| ref: 8051 | ||
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Following instructions from various areas, the successful candidate will be responsible for initiating the purchase, sale and redemption of various fund trades, and will input various fund transactions to client accounts as needed. This role is based within the Fund Accounting division of this International bank. |
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| ref: 8052 | ||
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| Do you have experience within a compliance environment? A role has become available within this international bank. An analytical mind together with good communication skills and relevant experience within Compliance would set you up well for this role. | ||
| ref: 8053 | ||
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Some international banking experience, to include specialised lending experience in commercial markets, private clients and, if possible, hedge fund lending, is a requirement for this contract position (3-6 months). Based in the Global Wealth Management division of this international bank, this interesting and varied role needs someone who also has an understanding of: - Securities and foreign exchange markets and investment markets practices - Legal and taxation issues applicable to offshore banking/lending - Workings of Collective Investment Schemes and knowledge of trust/holding company structures |
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| ref: 8112 | ||
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Do you have client servicing experience? This international bank are seeking a new member of staff for their team who can: - Respond to enquiries about the bank's products and services - Initiate account activity in response to clients' instructions - Monitor account records to ensure accuracy and completeness - Interact with clients as directed If this sounds like you, please call us for further details! |
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| ref: 8062 | ||
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This department specialises in international pension plans and fund administration. The position would therefore suit a candidate with experience or exposure to pensions, with the aptitude to learn more about this specific area of growth. Consideration will be given to candidates with prior trust, funds, accounting or investment experience, specifically with client relationship exposure. This interesting and varied role will also include some business travel. |
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| ref: 8111 | ||
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Our client is seeking a new staff member to join a small team within the company. The candidate will be responsible for administering arrangements in respect of specific products, which will include the following: - Preparing quotations - Administering new policies - Assisting with the maintenance and update of product information Although not essential, preference may be given to candidates with previous relevant insurance and pension plan experience. |
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| ref: 8072 | ||
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A great opportunity to begin a career in funds! This company are seeking a member of staff to assist with the preparation of fund valuations and compliance/share registration procedures. The ideal candidate will be educated to A-Level standard or equivalent, and whilst some knowledge of the finance industry would be preferable an intelligent school leaver will be considered. Sounds like you! Contact us now. |
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| ref: 8071 | ||
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A super opportunity has arisen to lead and manage the activities of the Fiduciary Private Client Administration team. Key responsibilities include: - Ensure the team meets targets - Ongoing contact with key clients If this of interest to you, please call us on 730565. |
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| ref: 8073 | ||
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| A role is available for a candidate with strong team building and supervisory skills, who can ensure that payment details are input in an accurate and timely manner to meet deadlines, by supervising the administrators ensuring that work received throughout the day is prioritised. The successful candidate should also possess strong technical skills and proven technical knowledge. They will liaise with other financial institutions, money market dealers and business units of the bank situated around the world. | ||
| ref: 8105 | ||
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| Could you fill a contract position for 3-6 months? Our client is seeking an experienced Trust and Company Bookkeeper to assist with the day-to-day bookkeeping and to provide support on a variety of post migration "clean-up" tasks. If you possess a bookkeeping qualification or are qualified by experience, and have highly proficient IT skills, then this temporary post will be of interest to you! | ||
| ref: 8107 | ||
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Experienced in Personnel including Payroll? Our client is desperately seeking you to support their HR Manager in a variety of duties within their busy and exciting commercial company. This organisation values each and every member of their team, providing a competitive salary within a stimulating and ever-changing environment. Come on - you know you want to find out more - please call in confidence and speak with Sandra on 730565 at any time or email her on recruit@martel-dunn.com |
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| ref: 8152 | ||
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This role within the Global Custody division will involve the following duties: - Process a variety of security related transactions - Generate documents that initiate the transfer of securities/assets to or from accounts - Set up account information, document funds received and/or disbursed and updates records An interesting role here for a conscientious worker. |
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| ref: 8054 |