OAKBRIDGE CORPORATE SERVICES (JERSEY) LIMITED

Job description – Trainee Administrator

The candidate will assist the team with day-to-day administration tasks to include, but not limited

to, the following:

• Liaising with clients and intermediaries and implementing their instructions once approved.

• Assist with client due diligence at take-on and on an ongoing basis.

• Assist with the preparation of board packs for company board meetings.

• Assist with all other company secretarial functions.

• Preparing necessary documentation for the incorporation or dissolution of companies.

• Assist with purchase, sale and lending transactions for client companies.

• Assist with compliance with company loan facilities.

• Assist the team with ensuring efficient and accurate day to day administration of client

companies.

• Assist with the preparation of company monthly drawdowns.

• Preparing on-line payments and appropriate bank instructions.

• Answering phones, photocopying, scanning, faxing, preparing emails, letters and

spreadsheets in conjunction with colleagues.

• Ideally the candidate should be wanting to study towards a relevant professional

qualification.

OAKBRIDGE CORPORATE SERVICES (JERSEY) LIMITED

Job description – Administrator / Senior Administrator

The candidate will assist with a portfolio of structures with a focus on real estate developments,

including single, joint and multi-investors, small to medium enterprises and large listed businesses,

all with interests in UK real estate.

The day-to-day activities of the role are intended to include, but not limited to, the following:

• Build and maintain strong working relationships with internal and external clients,

colleagues and other business contacts. Provide assistance and (where required) oversight

of junior team members.

• Schedule ad-hoc and quarterly board meetings, review board packs and minute company

board meetings.

• Carry out all aspects of board governance matters, including client on-boarding, maintaining

internal systems and databases, company secretarial matters and responding to day-to-day

client correspondence.

• Efficiently deal with client due diligence at take-on and on an ongoing basis.

• Efficiently deal with purchase, sale and lending transactions for client companies.

• Liaise with legal, financial and other professional advisors in relation to the above.

• Monitor and ensure compliance with company loan facilities.

• Ensure efficient and accurate day to day administration of client companies.

• Incorporation of companies / partnerships, annual and other ad hoc filings on Registrar

portals.

• Preparation of company monthly drawdowns.

• Oversee payment processing of any trainee or administrator.

• Prepare VAT Returns and CIS returns.

• Client invoicing.

• Ideally the candidate should hold or be studying towards a relevant professional

qualification.

a c c u r o . c om

J o b d e s c r i p t i o n

R O L E Senior Administrator

R E P O R T I N G T O Associate Director / Client Services Director

L O C A T I O N Jersey

R O L E S U M M A R Y Our ideal candidate will be an enthusiastic and committed member of a team focused on delivering high quality service to the Trust and Fiduciary clients in the Private Wealth industry. They will have experience, be (part) qualified in professional exams and be able to support the team in tasks associated with client portfolios.

K E Y R E L A T I O N S H I P S

Internally:

• Client Administration teams

• Compliance team

• Colleagues across Accuro’s jurisdictions

Externally:

• Clients

• Banks

• Intermediaries

Q U A L I F I C A T I O N S Studying towards relevant qualifications (i.e., STEP or ICSA) or working towards them, as well as on the job experience.

R O L E C L A S S I F I C A T I O N

Trust Business Employee: B

K E Y R E S P O N S I B I L I T I E S

• Provide support to other members of the team and administer a portfolio of clients ensure quality delivery of delivery , and that all processes meet standards and Accuro procedures

• Maintaining and developing relationships with their own portfolio and the wider team’s clients

• Maintaining and developing working relationship with third parties

• Ensuring that all business is conducted in accordance with the policies and procedures of Accuro Group and the rules, guidelines and expectations of the local regulator

• Identify new opportunities to develop both existing and new client relationships

a c c u r o . c om

J o b d e s c r i p t i o n

• Work collaboratively within the team to support the strategic and operational objectives

• Compliance considerations and appropriate processes, policies and procedures are met and followed in discharging all activities

• To ensure all tasks are accurately recorded with clear descriptions of work conducted in the daily timesheet

• Understand, embrace and practice Accuro’s culture and values

C O R E S K I L L S A N D E X P E R I E N C E R E Q U I R E D

• Previous Trust and Company administration experience

• Knowledge of relevant regulatory and legal frameworks

• Organised, accurate, prepared to take ownership of tasks and understanding when to ask for advice or support

• Able to follow tasks through to completion, and able to manage own time effectively

• Will to learn, take direction and work collaboratively with other colleagues

• Pro-active, self-motivated and solution driven

• Good interpersonal and communication skills

• Microsoft office skills • NavOne system experience will be an advantage

T H E A C C U R O V A L U E S

Our values guide our actions in everything we do.

In performing your role and when interacting with clients, colleagues and service providers you are expected to reflect and embody our core values as described below:

We take collective responsibility and accountability

• Driving joint delivery of client outcomes.

• Finding solutions, together.

• One global Accuro.

We are ambassadorial

• Positively and consistently representing our people and our services.

• Making a net contribution to our planet.

• Being a progressive organisation.

a c c u r o . c om

J o b d e s c r i p t i o n

We engage in constructive challenge

• Upholding a culture that encourages us to question and welcome alternative ideas and

solutions.

• Assuming positive intent from each other.

• Striving to continuously improve ourselves and our business.

We are dynamic and insightful

• Being independent thinkers and thought leaders in our industry.

• Proactively embracing and responding to change.

• Delivering to high ethical and professional standards.

We build healthy and happy relationships

• Communicating effectively, with no ambiguity.

• Promoting understanding and collaboration with all stakeholders.

• Encouraging a respectful, inclusive, and dignified environment for all.

Job purpose The Public Health Assistant Analyst will support the Public Health Directorate with the monitoring, analysing and reporting on the health and wellbeing of the population of Jersey.

This role will provide timely, accurate, high quality and robust analysis which influences decision making. They enable, promote and support the effective use of data, information, knowledge and technology to support and improve understanding of public health metrics.

The post-holder is expected to have or to develop expert working knowledge of the business area.

Job specific outcomes Develop and maintain minimum information data sets. Develop automated systems for the collection and presentation of standard/routine reports (e.g. monthly performance reports or other scorecards and dashboards) to internal customers, including the creation of relevant documentation and testing plans, in order that performance reporting meets the customers’ needs and processes are efficient.

Produce and design performance or intelligence reports to specific requests. Undertake regular data collation, analysis, modelling and interpretation to produce reports, dashboards and scorecards for strategic performance measures and outcomes, and for operational performance measures including activity, value for money, benchmarking and trend analysis. This will result in high quality reporting which informs and improves operational and strategic decision making.

Produce analyses and intelligence in response to specific requests, to time and quality standards. Work with stakeholders to develop their data and analysis requirements, suggesting improvements and scoping the final report format and content to meet information and analysis needs. The outcome will be reports which meet the customers’ needs, and which inform and improve operational and strategic decision making.

Provide analytical support for public health functions, produce relevant reports to support the understanding of public health and, where appropriate, present reports and trend analysis at meetings, in order that operational and strategic decision making is based on evidence and high quality analysis.

Deal with general enquiries from operational and strategic teams, respond to ad hoc requests in a timely and accurate manner and escalate to senior colleagues where appropriate. The outcome will be improved data quality, compliance and a service which is valued by stakeholders and enables them to perform data and information tasks accurately.

2

Monitor that effective information processes are being followed to ensure the timeliness and validity of information. Liaise with the stakeholders to address any issue of non-compliance and to encourage/promote continuing data quality improvement. Through these actions, data processes will be improved, leading to increased productivity and adherence to data processes and reducing the risk of a data breach.

Keep up to date with best practice initiatives from external bodies (e.g. Statistics Jersey, Office for National Statistics, and other bodies relevant to the business area e.g. the NHS and/or UK Local Authorities) and ensure compliance where appropriate. Keep senior managers advised of these initiatives and the impact on their working practices. This results in improved data accuracy and sharing of learning, which avoids future errors and revisions. Ensure that data security and confidentiality is maintained in accordance with legal, Government of Jersey policy and best practice standards; liaise with department governance teams to ensure compliance and to address issues of non-compliance, in order that the team and stakeholders apply good governance and information security and that the risk of data breaches is reduced.

Statutory responsibilities Active engagement, participation and compliance with any other statutory responsibilities applicable to the role, as amended from time to time. Organisation chart

3

Person Specification Specific to the role

Essential Desirable

Qualifications

Educated to degree level in a subject with a significant numerical component and/or have proven analysis skills gained through work experience.

Knowledge

An in-depth understanding of information flows. Competence in data mining and analysis. Good understanding of information systems and data, and how these are used to provide management information and support benchmarking. Knowledge of quantitative and qualitative research methods, business intelligence and analytical techniques. Understanding of how data and analysis can be used to improve service performance and outcomes.

Technical / Work-based Skills

Ability to analyse data, identify trends, identify issues and provide insights and recommendations to improve working practices and data quality, with a particular focus on the relevant business area of the post (e.g. public health). Use of Microsoft Office suite (Excel, Word, Powerpoint etc) and other industry standard report writing tools (e.g. SQL, SSRS, QlikView, PowerBI, BusinessObjects, Alteryx) to deliver quality outputs including dashboards and scorecards. Ability and drive to learn how to use new business intelligence reporting programmes/ software. Demonstrable initiative/skills to identify solutions to meet the intelligence needs across the organisation collating information across multiple systems. Knowledge of project management principles and processes, with an understanding of how these can be applied.

General Skills/Attributes

Highly customer focused - excellent interpersonal skills and ability to build and maintain successful working relationships. Ability to work collaboratively and develop strong working relationships. Excellent verbal and written communication skills, producing reports/documentation to a professional standard with an

4

ability to communicate complex issues in a simplified, comprehendible way that drives action. Self-managing – ability to work on own initiative whilst also achieving results as part of a team. Ability to work independently, inspire confidence in others and make informed knowledge based decisions within their area of responsibility. Exceptional attention to detail.

Experience

Experience working with complex datasets. Experience of managing a workload with often changing priorities. Experience working in the public sector and/or the business area of the role (e.g. Health and Social Care)

Personal Attributes Appointees to this role will be required to adhere to and perform their duties in line with the standards identified in the Government of Jersey tier 6 core accountabilities attributes and behaviour indicators.

About us

We supervise the island's financial services industry for compliance with both conduct and prudential requirements, and under the anti-money laundering (AML), countering financing of terrorism (CFT), and countering proliferation financing (CPF) framework. The JFSC is one of the few regulators globally to benefit from the Regulator and the entity Registrar operating under a single financial services commission.

Division: Enforcement

The Enforcement team investigates and, where appropriate, recommends and acts against firms and individuals that do not comply with Jersey’s regulatory framework. In doing so, the Enforcement team supports the work of the JFSC by protecting and enhancing the reputation of Jersey as a safe and well- regulated international finance centre.

Enforcement works with a range of internal and external stakeholders that include:

Internal stakeholders: Intelligence Unit, Companies Registry, Supervision Division, Legal and Policy divisions, Executive Directors and the JFSC’s Board of Commissioners.

External stakeholders: Regulated and supervised firms and individuals, members of the public, States of Jersey Police, Law Officer's Department, overseas regulators and the Government of Jersey.

Role: Chief Adviser, Enforcement (Permanent/Full-time)

This is a key strategic role within Enforcement and the successful candidate will report to the Executive

Director of Enforcement. The person in this role will also support internal stakeholders as well as

external agencies to develop and interpret policies related to the laws and regulatory framework in

Jersey.

The successful candidate will join the JFSC at a key stage in its development, as it seeks to play an

enhanced role in the continued success of Jersey as a highly regarded International Financial Centre.

The candidate will deliver the following outcomes:

• Proactively identify and respond to developing international and domestic Enforcement

activities.

• Monitor for updated standards, guidance and enforcement policy and legislative initiatives

both locally and in other jurisdictions, to include the United Kingdom and other Crown

Job Profile: Chief Adviser, Enforcement

To apply for any vacancies at the JFSC, submit an application form along with your CV to careers@jerseyfsc.org

Dependencies, in order for the JFSC Enforcement activities to remain current and lawful, along

with demonstrating best practice.

• Lead and co-ordinate all consultations required to update the JFSC enforcement policy,

including assisting the Executive Director of Enforcement with Scrutiny/Government

meetings, where required.

• Continually assess the effectiveness of the Decision-Making Process (the DMP). Making

recommendations where appropriate. This will include debriefing cases with the Board and

case officers to assess how the DMP is working in practice.

• Contribute to the development of the Enforcement strategy and, at times and where

appropriate, the wider JFSC strategy.

• Make regulatory decisions, in line with the JFSC’s delegated powers. This means you will be

an independent reviewer on Enforcement cases, from time to time.

You will add value to the JFSC by:

• Liaising with and developing strong relationships with key internal and external stakeholders

• Being an active contributor to the JFSC senior leadership team and providing leadership on a wide range of topics across the whole organisation

• Representing the JFSC as required in engagements with the Government of Jersey, relevant representative bodies, international organisations, and regulated firms.

• Bringing expertise to bear on complex matters, making them easier to understand by translating the complex into the simple, and giving advice on how to navigate the complicated in a straightforward way.

What will success in this role look like?

• Delivery against strategy, particularly Enforcement effectiveness and facilitating business

integrity

• Improvement of the JFSC external reputation as a high performing regulator

• Bringing external focus to enable Jersey to remain a competitive IFC keeping pace with global

changes

Are you suitable for this role?

This role would suit a candidate who has:

• A comprehensive understanding of the Jersey regulatory requirements

• Recent experience working in regulatory investigations or experience working with the best

practice principles of investigation and decision-making

• A focussed, disciplined, and analytical approach to work

To apply for any vacancies at the JFSC, submit an application form along with your CV to careers@jerseyfsc.org

• Excellent communication skills, especially with respect to report writing

• Self-motivated with a high level of drive, energy and personal commitment to success

• Ability to work well in a team environment

• A legal background and experience in law is desirable

The skills and attributes of most importance in this role are:

• Strong communication skills.

• Ability to analyse information.

• Exercise of sound and reasoned judgement.

• High level of drive, energy and personal commitment.

Why us?

Working in the JFSC will enable you to join a team people who have purpose, passion, and pride. It offers the opportunity to work alongside people, who are passionate about maintaining Jersey’s position as a leading International Finance Centre with high regulatory standards. This clarity on our purpose is incredibly motivating and we leverage our core values of: Excellence, Professionalism, Respect, Integrity, and Teamwork to deliver our work. Our people are proud of their work and their contribution to Jersey. If you are looking to make a difference, have a unique working experience and contribute to a bigger picture, then think JFSC; a diverse team of people who put their hearts and minds into what they do and have some fun along the way!