Vacancy at HFL Limited
Oak - Administrator, Private Client
Jersey
Vacancy listed
16/06/2026
Application deadline
03/07/2026
Details
OAK SUMMARY
Oak offers innovative private client, corporate and fund administration services tailored to our clients' needs. Today, Oak operates across Guernsey, Jersey, Isle of Man, Mauritius and The Bahamas with more than 250 employees administering over $27.5 billion in assets. The group is known for its client-centric approach, commitment to excellence and forward-thinking vision.
Oak is owned by Opera Limited, a new holding company backed by Pula, the family office of Stephen Lansdown, co-founder of Hargreaves Lansdown, along with like-minded shareholders such as Sealyham, the family office of Tom Scott.
Opera has welcomed Accuro, Amber (now Oak Bahamas), HFL, Meritus and Oak into the fold — each one powered by Opera, each one contributing to our shared ambition.
For more information, please visit: https://www.operalimited.com/
JOB SUMMARY
The role sits within the administration function of the business. It is a diverse role which is pivotal to business success. A large part of the role is to establish and develop client relationships and build the reputation of Oak as a client focused business who meet and exceed client expectations, Responsible for the administration of a portfolio of companies, trusts and other entities ensuring that the affairs of the clients are managed in accordance with the relevant laws and the standard of client services set by the with the relevant Trust Manager and Client Director.
KEY RESPONSIBILITES
Oak offers innovative private client, corporate and fund administration services tailored to our clients' needs. Today, Oak operates across Guernsey, Jersey, Isle of Man, Mauritius and The Bahamas with more than 250 employees administering over $27.5 billion in assets. The group is known for its client-centric approach, commitment to excellence and forward-thinking vision.
Oak is owned by Opera Limited, a new holding company backed by Pula, the family office of Stephen Lansdown, co-founder of Hargreaves Lansdown, along with like-minded shareholders such as Sealyham, the family office of Tom Scott.
Opera has welcomed Accuro, Amber (now Oak Bahamas), HFL, Meritus and Oak into the fold — each one powered by Opera, each one contributing to our shared ambition.
For more information, please visit: https://www.operalimited.com/
JOB SUMMARY
The role sits within the administration function of the business. It is a diverse role which is pivotal to business success. A large part of the role is to establish and develop client relationships and build the reputation of Oak as a client focused business who meet and exceed client expectations, Responsible for the administration of a portfolio of companies, trusts and other entities ensuring that the affairs of the clients are managed in accordance with the relevant laws and the standard of client services set by the with the relevant Trust Manager and Client Director.
KEY RESPONSIBILITES
- Providing assistance to the administration and client management team
- Preparing draft minutes and resolutions for entities under management (companies, trusts, foundations etc.)
- Preparing payments on electronic banking systems and by written instruction when required ensuring at alI times there are sufficient funds available and full back up documentation is provided to the authoriser(s)
- Assisting with the update of client statutory records and statutory database/registers
- Assisting in the opening of bank accounts (including minute preparation)
- Considering at alI times the "Money Laundering" and "Customer Due Diligence" issues and report any concerns as appropriate
- Completing and inputting time in the time billing system on a daily basis
- Completing any other duties as may be required from time to time in accordance with the requirements of the role, team and evolving nature of the function
- In all aspects of your role, display and adhere to Oak’s vision and values
KEY COMPETENCIES & SKILLS
- Minimum 5 GCSE’s (or equivalent) with English & Mathematics at Grade C or above
- Minimum 1 years’ experience in an administrative role ideally within Fiduciary Services
- Holds or is open to undertaking a relevant Professional Qualification e.g. STEP, CGI, ACCA
- Basic understanding of Corporate and Trust Structures
- Basic understanding of Jersey AML legislation relative to own work
- Good IT skills, including practical experience of Microsoft Outlook, Word and Excel
- Good written and verbal communication skills
- Ability to work accurately with good attention to detail
- A flexible attitude towards work and a willingness to assist other members of the team as required
- Good time management, prioritisation and organisational skills
- Demonstrates drive, ambition & willingness to learn
- A proactive approach to work & the ability to work under own initiative
- Basic understanding of Trust and Company accounting, including double entry bookkeeping