Website Belasko

Overall Purpose – To take responsibility for and ownership of a varied portfolio of client entities and provide general support to the Fiduciary function and the wider Belasko Group as required.

Indicative Activities

Client Administration

  • Maintain secretarial, governance and transactional oversight and control of a cross section of client entities.
  • Maintain a high level of communication and interaction with clients, investors and advisors as required.
  • Maintain excellent client relationships.
  • Drafting of minutes/resolutions for Client transactions.
  • Review of Financial Statements.
  • Oversee transactions undertaken by client entities whilst involving the Assistant Manager and/or Director where necessary.
  • Assist in onboarding new client entities including collection of correct due diligence.
  • Ensure client requests and ad hoc queries are dealt with efficiently and timeously.
  • Take responsibility for ad-hoc projects as requested.
  • Ensure secretarial and governance deadlines applying to client entities are met.
  • Contribute where appropriate to the oversight, control and development of policies, procedures and checklists relevant to the administration of client entities.
  • Review of organisation of board meetings and review &/or preparation of relevant client entity board meeting packs, attendance at meetings and drafting or review of accurate board minutes.
  • Overseeing transactions through to completion.
  • Review of statutory filings on the Jersey Registry and UK Companies House.
  • Dissolution of entities.
  • Delegation of work to Junior Administrator (if applicable).
  • Authorised Signatory responsibilities in due course (documentation and banking).
  • Data Management System control – maintenance of NavOne records for clients.
  • Client take on – including preparation and collation of AML, FATCA/CRS and Risk Matrix.
  • Involvement in provision of trustee services to trusts.
  • Liaison with client/Lawyers/Auditors/Directors/Banks/HMRC/Tax advisors/Suppliers.
  • Review work prepared by peers or junior team members as appropriate.
  • Payment Input / Cover.
  • Monitoring payment e-mails and managing status.
  • Liaison with clients for payment call-backs and funding requirements
  • Responsibility for the supervision and training of relevant administration team members.
  • Other tasks as necessary.

Fiduciary Function Management

  • Participate in and contribute to Fiduciary Team meetings.
  • Liaise with and maintain positive relationships with contact firms whether they undertake work on the Belasko Group and/or its client entities or not.
  • Identify opportunities to expand services to existing clients and new business possibilities

Preferred Qualifications and Experience

  • Hold or be studying for ICSA or STEP qualification.
  • Familiarity with the Jersey legal and regulatory environment and in particular the AML/CFT Handbooks.
  • Familiarity of FATCA and CRS as they relate to client entities and reporting.

To apply for this job email your details to