Role Overview:

• Trust Manager with the primary purpose of managing and administering trusts, companies and other investment vehicles
• This position requires a blend of technical expertise, client service skills, and leadership capabilities.
• Desired start date: Immediately

Key Responsibilities:

• Manage a varied portfolio of trust, company and other wealth structuring vehicles, engaging with advisors and managers to provide excellent client service.

• Providing exceptional service to clients and be their main point of contact
• Review legal and tax advice where appropriate and adeptly interpret relevant advice.
• Work with Compliance team to ensure adherence to Regulatory and AML obligations and Company policies and procedures.
• Mentoring junior staff in the team and greater office
• Adhere to a culture of compliance with regards to policies and regulations.
• Review of financial statements.
• Plan and attend client and advisor meetings.
• B signatory for banking of client structures.

Qualifications:

• 10 years of Trust Administration experience.
• STEP qualification or partly qualified
• Excellent written and verbal English communication skills
• Exceptional organisation skills with a fine attention to detail.
• Team player with the humility to guide and to learn.
• A firm knowledge of AML/regulatory framework, FATCA/CRS principles
• Extensive experience and ease in the use of IT packages including Microsoft word, PowerPoint and Excel.
• Demonstratable problem solving skills.

Role Overview

The Trust Officer will be an organiser, a communicator, a finisher and a helper. They will take pride in everything they do, will like contact with others and respect their clients and will not be happy until the job is finished.
The Trust Officer will be given responsibility for a portfolio of clients and will be expected to know the affairs of those clients closely. They will maintain all their clients’ financial records using our computerised book-keeping system, keep all bank accounts reconciled and record all transactions.
They will maintain the files differentiating intelligently between correspondence, accounting records, important and permanent documents as required for each of their cases under the guidance and support of the Manager or Director.
The Trust Officer will be responsible for seeing that client funds are at all times managed effectively and efficiently and that all financial transactions are undertaken with the utmost attention to accuracy and detail.
The Trust Officer will be expected to establish a rapport with the client or the client’s employees or agents wherever possible and to communicate effectively by telephone, fax and letter; to accept instructions from clients and to undertake to fulfil those instructions subject to advice and assistance from superiors where appropriate.

Primary Responsibilities

• Administration of Trust, Company and other Private Client relationships in accordance with the relevant terms of the Trust Deed, Memorandum and Articles of Association and other terms of engagement
• Drafting trust and company minutes and resolutions
• Dealing with correspondence to and from client, banks, lawyers, accountants and other professional firms (using such professional wording as required)
• Liaising with service providers such as bankers, investment managers and registered offices for daily administrative matters
• Preparing bank account opening forms
• Preparing investment forms (e.g. subscription forms), detailing restrictions, risk profile, anticipated returns, benchmark, etc.
• Processing the incorporation and termination of companies
• Demonstrate an understanding of the logic behind a corporate entity and the reasons our clients use companies and of the logic of a trust and why our clients establish trusts
• Understand the meaning and practical application of confidentiality
• Such other duties as may be required from time to time

Skills and Experience

• Part qualified professional qualification such as STEP.
• Experience within an administrative role
• Enthusiastic
• Excellent time and organisational skills
• Excellent oral and written communication skills
• Strong interpersonal skills
• Enjoyment of working within a busy team within the Firm and contributing to the efficient operation of the portfolios
• Ability to work with a comprehensive IT package including electronic filing of correspondence and permanent records and use of flexible database system

What We Offer

An attractive renumeration package in line with experience is on offer along with healthcare, pension scheme and career development.
Clermont is a committed, ethical employer that fosters a culture of diversity and inclusiveness. We are proud of our team-orientated approach which runs throughout all our offices.
If you are a strong communicator, confident engaging with colleagues of all levels and are looking to make a positive impact working as part of a small, but busy, team we’d love to hear from you.

Application Procedure

Please apply by email attaching a C.V. Applications should be sent to: lauren.ker@clermonttrust.com

Job Summary:

As a Compliance Analyst, you will be responsible for supporting the Compliance team in ensuring that the company meets its regulatory and legal obligations in Guernsey. You will assist in the monitoring, review, and documentation of compliance procedures, helping to safeguard the company against financial crime, including money laundering, fraud, and other regulatory breaches. The role requires strong attention to detail, organizational skills, and the ability to work under pressure in a regulated environment.

Key Responsibilities:

• Client Due Diligence (CDD): Perform client due diligence and Know Your Customer (KYC) checks during onboarding, ensuring all documentation is collected, verified, and filed correctly.
• Risk Assessment: Assist in conducting risk assessments for new clients, business activities, and products, highlighting potential compliance risks.
• Compliance Monitoring: Assist in conducting routine compliance monitoring to ensure adherence to local and international regulations (such as AML, CFT, and GDPR).
• Record Keeping: Maintain accurate records of all compliance activities, including training, monitoring, breaches, and investigations.
• Regulatory Reporting: Help prepare regulatory filings and reports in line with Guernsey Financial Services Commission (GFSC) requirements and other regulatory bodies.
• Policy Review: Support the team in the development, implementation, and review of compliance policies, procedures, and manuals, ensuring they are up-to-date with changes in regulations.
• Audit Support: Assist with internal and external audits, ensuring all necessary documentation is available and in compliance with regulatory standards.
• Training: Help coordinate compliance training programs for staff to raise awareness of regulatory obligations and company policies.
• Regulatory Updates: Stay informed on changes in relevant laws and regulations affecting the financial services industry in Guernsey, ensuring that compliance practices are adapted accordingly.

Key Skills and Qualifications:

• Education: Professional qualification, such as ICA or CISI certifications or studying towards this.
• Experience: Previous experience of 3 to 5 years in Compliance, within the Financial Services Sector in Guernsey.
• Knowledge: Understanding of Guernsey’s regulatory framework, including anti-money laundering (AML) and counter-terrorist financing (CFT) requirements.
• Analytical Skills: Strong attention to detail with the ability to interpret and analyse complex regulations and apply them in practical terms.
• Organizational Skills: Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Communication: Strong verbal and written communication skills to liaise with internal teams, clients, and regulators effectively.
• Ethical Judgment: High level of integrity and ability to handle sensitive information confidentially.
• IT Proficiency: Proficient in using Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with compliance software or databases.

The successful candidate will be based in Mauritius but will collaborate closely with teams in Guernsey.

Role Overview:

• The ideal candidate will be customer focused, with excellent communication skills and the ability to operate successfully under pressure.
• He/ She will also be required to interact internally with the various teams at the Mauritius office and other Clermont Offices.

Key Responsibilities:

• Administer a portfolio of corporate and trust clients whilst maintaining and developing relationships with clients and third parties;
• Provide corporate, trust and secretarial services;
• Ensure that all businesses are conducted in accordance with internal policies and procedures, and the prevailing legislations;
• Maintain excellent relationship with international service providers including banks, audit, legal firms as well as investment and wealth management institutions;
• Handle any other duties which may be assigned to you.

Qualifications:

• Degree holder in law/ management field or equivalent degree
• Minimum 1-2 years of working experience in the sector
• Passion to deliver excellent customer service
• Meticulous, proactive, and attentive to details
• Energetic, enthusiastic, and resilient to pressure
• Excellent listening and communication skills and the ability to work well in a team
• Perfect command of English and French

Role Overview:

• The ideal candidate will be customer focused, with excellent communication skills and the ability to operate successfully under pressure.
• He/ She will also be required to interact internally with the various teams at the Mauritius office and other Clermont Offices.

Key Responsibilities:

• Preparation of management accounts and financial statements
• Perform bank, investment and any other reconciliations
• Provide accounting support and assist with ad-hoc projects
• Adhere to established processes and procedures, aiming to establish quality benchmarks and meet agreed-upon turnaround time
• Ensure all relevant accounting records are maintained
• Any other accounting tasks as may be required from time to time

Qualifications:

• Minimum 3 to 5 years of proven working experience in accounting, ideally in the professional services or financial services industry
• ACCA or ACA partly qualified or relevant qualification in accounting
• Proficiency in English and MS office
• High degree of accuracy and attention to details
• Excellent listening and communication skills and ability to work well in a team.

Why Join Us:

• Competitive salary (based on experience)
• Hybrid working available (for suitable roles)
• Company pension
• Health Insurance
• Career progression
• Training courses (company funded)
• Clermont Mauritius is proud to be an ACCA Approved Employer, reflecting our strong commitment to the ongoing training and professional development of our team