Praxis is an independent, leading provider of bespoke private wealth, corporate administration and yacht services to companies, individuals and families across the world.

Our expertise and experience is driven by recruiting and retaining the brightest and best, and creating a culture that allows people to thrive. Our independence encourages an open culture where every voice is valued. We care about creating an environment that hears, supports and shares openly with all our people.

Teamwork and collaboration are at the heart of our approach, and we nurture an environment of openness and respect where everyone feels valued.

Be heard. Be part of the Praxis Group.

Our private wealth and corporate services teams work with our clients and their advisers, delivering an efficient, informed and personal service. We operate a fast-paced and rewarding environment with opportunities to service a variety of international clients across all asset classes.

Job summary:

To provide overall responsibility for the day-to-day assistance with the management and control of a trust administration team’s portfolio of clients. This will contain a mixture of trusts, companies and other structures dealing with a variety of arrangements which will be of both a routine and complex nature and for developing, mentoring and coaching the trust administration team members.

Job Accountabilities:

• Day to day running of a trust administration team’s portfolio of clients.
• Ensuring that all procedures manuals, relevant laws, guidelines, regulations and codes of practice are followed in all aspects of the role. i.e. client and non-client related.
• Liaising with other departments regarding accounting and taxation issues and operational issues.
• Liaising with clients and intermediaries both by telephone and in writing.
• Attending client and intermediary meetings.
• Building relationships with the clients and intermediaries within the trust administration team and providing support in the absence of the relevant relationship principal.
• Assisting junior employees with queries/problems being encountered and assisting in the resolution thereof.
• Acting as ‘B’ signatory for PraxisIFM Trust Limited.
• Providing cover for other trust administration teams and trust administration department managers in times of absence.

• Identifying efficiency and implementing the necessary measures.
• Staff management may include:
• Managing a trust administration team on a daily basis and providing advice and assistance on the resolution of queries, as required to the sub-team leaders and employees within those teams.
• Ensuring that team members receive the necessary training in order to carry out their roles to the best of their ability.
• Providing support to the sub-team leaders regarding control and delegation of the team’s day to day workload.
• Completing annual appraisals and probation reviews and providing support to the sub-team leaders.
• Responsibility for escalating matters to the Client Director as appropriate.
• Responsibility for ensuring that all team members within the trust administration team meet efficiency targets where relevant.
• Responsibility for ensuring all team members meets their KPIS and department deadlines.
• Resolving any conflicts which may arise within a trust administration team or escalating them appropriately

Minimum Education and Experience

• A minimum of 8 years’ relevant experience
• A relevant professional qualification i.e. STEP Diploma, ICSA Diploma or equivalent

Required skills

• Good standard of business writing and numeracy skills.
• Demonstrated ability of managing an administration team.
• Previous experience of managing own portfolio of clients.
• Excellent communication skills and ability to impart knowledge to others, including clients, clients’ advisors and professional intermediaries.
• Demonstrated ability to manage and maintain client relationships in accordance with KPIs and Praxis standards.
• Demonstrated ability to take responsibility for all work, and all work delegated to administration team, including the prioritisation of workload and ability to always meet deadlines.
• Demonstrated knowledge of legal and regulatory framework operating in Guernsey and other territories, including anti-money laundering provisions and relevant fiduciary laws etc.
• Technical competence in relation to all Fiduciary matters including trusts, companies, pensions, limited partnerships and other structures.
• Excellent critical analysis and problem-solving skills, ability to convey these to the team to improve standard of work and levels of efficiency.
• Ability to work to deadlines and to obtain an overview of a situation promptly and ascertain potential problem areas and solutions thereon.

Additional Information

In addition, all our team members are expected to be committed to our core values:

• We inspire
• We listen
• We trust
• We succeed together

To apply

We encourage you to apply well in advance of the deadline and if you are successful, we will meet with you as soon as possible

Our Commitment to Diversity

We want you to bring your full self to work and maximise your potential. Praxis Group is a place where everyone can thrive, whatever their gender, ethnicity, disability, sexual orientation, and socio-economic background.