Carey Olsen

Carey Olsen in the United Kingdom is seeking a Trust Administrator to join our Trust Services Provider team. This role requires at least 3 years of client-facing experience in trust and corporate services, along with a Bachelor's Degree and the pursuit of a Diploma in International Trust Management (STEP). The successful candidate will manage a portfolio of trust structures, ensuring compliance and contributing to improving client services. Excellent communication and organizational skills are essential.

Experience: at least 3 years' client-facing trust and/or corporate services experience. Holding or studying towards a Diploma in International Trust Management (STEP) We are looking for a Trust Administrator to work as part of our Trust Services Provider team. As part of our entrepreneurial team, you will play a key role in the proactive development and delivery of the highest standard client trust services, with the full support of senior management. Our clients include a diverse range of trust structures and companies, and you will assist with their day-to-day administration, statutory and regulatory compliance, transactions and governance processes. You will also be actively encouraged to contribute towards the business by identifyingimprovements in processes, policies and procedures and any other service innovation changes that would further improve the client experience and ensure the highest standards of regulatory compliance and risk management for the business. Administration of a portfolio of trust structures in accordance with internal policies and procedures and Bermuda's statutory and regulatory requirements Assisting the Trust Managing Director to analyse and interpret trust deeds and related documents with a focus on reviewing trust documents for legal, tax, administrative and investment issues Maintaining current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the trustee's fiduciary duties Ensuring trust transactions are properly recorded and statutory registers for clients are correct and complete Organising meetings, preparation of agendas, draft minutes and trustee resolutions and following up with the business in respect of action items to be completed Attending to routine filings with Registrar of Companies, Bermuda Monetary Authority and other Bermuda government and regulatory bodies, as required Assisting the team with requests and liaison with tax, accounting, legal advisors, investment managers and banks Independently responding to email queries and proactively engaging in the business Requesting and reviewing new and updated Client Due Diligence information from clients, as required, to ensure compliance with all applicable AML/ATF, sanctions and related requirements and general compliance duties Maintaining awareness of operational risk, anti-money laundering and compliance risks, taking action to limit exposure to risk and identify issues to management The ideal candidate will: Have at least 3 years' client-facing trust and/or corporate services experience Have a Bachelor's Degree in a relevant field Be holding or studying towards a Diploma in International Trust Management (STEP) Be holding chartered status or studying towards graduate status from the Corporate Governance Institute (formerly ICSA) would be advantage Have excellent verbal and written communication skills; minute taking experience would be a definite advantage Have attention to detail and excellent organisational skills Have experience in the use of Viewpoint entity administration software or equivalent

Carey Olsen is seeking a Senior Business Solutions Analyst specializing in Intapp solutions. The role involves designing Intapp workflows, developing business solutions, and mentoring junior team members. Ideal candidates will have extensive experience in Intapp, strong knowledge of REST APIs, and advanced SQL skills, along with a commitment to delivering excellent customer and technical support. This position offers flexibility to work from Jersey, Southampton, London, or remotely within the UK.

Senior Business Solutions Analyst - Intapp (VA771) Location: United Kingdom Department: Technology Experience: Intapp Cloud developer capability is a critical requirement of this role. Carey Olsen is a leading offshore law firm providing legal services to clients across the globe. We combine deep sector knowledge with a collaborative approach to deliver practical, innovative solutions. Our Technology team plays a critical role in advancing the firm's strategic goals by leveraging cutting edge platforms and tools to enhance efficiency and client service. We are seeking a skilled developer with hands on experience in programming, engineering, and solution design, specifically within the Intapp ecosystem. This role will focus on delivering business value by continuously improving, customising, and developing the Group's Intapp Platform. You will use modern development practices and emerging technologies to enhance and automate processes, ensuring they align with business needs and support the wider Group strategy. The role could be based in our Jersey, Southampton or London offices, or remotely with the candidate based in the UK. Design and build Intapp Boomi workflows from start to finish Create and maintain technical documentation for existing Intapp workflows Develop and implement Intapp solutions to address business challenges Work to Carey Olsen's design standards and suggest relevant industry standards where appropriate Recommend best practices for release management, coding standards, and code reviews Collaborate with internal teams to ensure quality and scalability Train Business Solutions team members on Intapp so they can support and develop these products Act as a business analyst on some projects, gathering user requirements and incorporating them into solutions and system configurations Mentor junior Technology Team members and provide support when needed Follow priorities set by Group requirements and management Troubleshoot technical issues and respond to support requests. Analyse recurring problems and propose permanent fixes Deliver excellent customer service and represent the Technology department professionally in all interactions. Attend business meetings as needed Comply with Technology Governance processes such as incident management and change enablement Build and maintain strong relationships with business contacts and third-party suppliers We are looking for: Several years' experience developing Intapp solutions to a high standard Strong knowledge of REST APIs and ETL tools (e.g., Intapp Integration Service (IIS Advanced SQL development skills Ability to create reports in SiSense Skilled in using Intapp API Swagger for reporting solutions Previous experience working with Intapp in a legal or professional services environment Experience deploying applications to Azure cloud services Understanding of legal compliance processes and regulatory reporting Familiarity with version control, release management, and secure coding practices Excellent communication skills and ability to work collaboratively across global teams Previous experience supporting and developing business solutions Experience integrating Intapp with other applications