I am Claudette Taylor
Senior Virtual Assistant
Secretarial Support and Administration
I’m an organised and proactive Senior Virtual Assistant born and educated in Jersey. With a remarkable career in the finance industry that began in 2003, I’ve accumulated 18 years of invaluable experience. Starting as a Trainee Trust and Company Administrator, I progressed to the role of Trust Manager at a multinational bank, specialising in private wealth before I joined Virteffic.
Professional Background:
My expertise lies in corporate and trust administration, managing a diverse range of clients, including Middle Eastern ultra-high-net-worth individuals and families, some of whom were PEPs. Holding the Certificate in Offshore Administration and the ICSA Diploma, I’ve gained profound technical knowledge of local legislation, regulatory requirements, and corporate governance.
I approach all matters with the utmost discretion and confidentiality. My aim is to deliver top-quality administration and results for clients. I can support your business if you’re seeking a dedicated professional for your secretarial and administrative needs.
Role at Virteffic:
As a Senior Virtual Assistant at Virteffic, I play a crucial role in providing meticulous secretarial and administrative support. My workload includes:
- Drafting board minutes and action points for regulated and non-regulated companies in Jersey and other jurisdictions.
- Attending and remotely participating in board meetings to draft accurate minutes and action points.
- Coordinating quarterly and ad-hoc board meetings, preparing board packs, and assisting with related queries.
- Providing support to various boards and committees.
- Handling database reconciliation and reviews.
- Assisting with projects, including remediation projects.
- Website updates, social media management, and ordering marketing materials.
- Drafting service agreements and managing day-to-day administration.
I handle all matters with the utmost discretion and confidentiality.
Education and Previous Experience
- ICSA CSQS – 5 modules
- ICSA Diploma
- Certificate in offshore administration
- Higher National Certificate in Tourism Management & Business Management – University of Gloucestershire
- HSBC Trustee (C.I.) Limited – Trust Manager (November 2006 – September 2021)
- Equity Trust Company Limited – Trust and company administrator (January 2003 – October 2006)
- Preparation of minutes and resolutions.
- Company incorporations and dissolutions in various jurisdictions.
- Day-to-day administration of complex client structures.
- Cash management and responding to client requests.
- Reviewing financial statements and assisting with bookkeeping.
- Preparation of client invoices/billing and reviewing WIP.
- Liaising with various stakeholders – clients and third parties.
- Opening and closing of Trust and company bank accounts globally.
- Completing FATCA and CRS filings and beneficial owner registers.
- Preparation and submission of annual confirmations to the Jersey Registry.
- Remediation projects and thematic reviews.
Need Support from Team Virteffic?
Whether you’re seeking tailored support or exploring opportunities to join our innovative team, Virteffic is ready to connect. Let’s embark on a journey of collaboration and success.
Contact Details
If you have any questions, please contact us:
Virteffic Limited
Norowsa
La Vallee de St Pierre
St Lawrence
Jersey JE3 1EG
E: tess@virteffic.com or
M: +44 (0) 7797716461
Virteffic Limited
Secretarial Support & Administration Services
About Tess Price (including CV and Bio)
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— Corporate Governance
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Virteffic Limited (“Virteffic“) is not regulated or licensed under the Financial Services (Jersey) Law 1998, as amended (the “Financial Services Law“). Accordingly, Virteffic does not provide any regulated services and does not engage in any regulated activities that would necessitate us to be a “registered person” as defined under the Financial Services Law. In cases where a regulated activity is required, you will need to engage the services of a firm that is registered under the Financial Services Law to provide such services. Virteffic may offer certain secretarial support and administration services as a virtual assistant, however, the services are of an administrative nature only. Your appointed company secretary and/or the directors of your company have full responsibility to ensure the accuracy of the work that Virteffic does for you, to have the final sign-off and to check the work before it is released, published and/or executed.