Senior Trust Officer CAY Dec 2024

Senior Trust
officer

Private Wealth | Cayman | Full Time

About Suntera.

Suntera Global is a leading international provider of fund, corporate and private wealth services, with over 40 years of experience and 550+ specialists supporting a diverse range of industries worldwide, empowering responsible ambition through professional delivery of governance, administration and accounting services, all while focusing on strong relationships and continually evolving to provide the best possible service to clients.

About The Role.

The Senior Trust Officer will report to the Assistant Manager, Trust Services, and manage a complex portfolio of trusts, companies, and wealth structures, ensuring top-tier service to clients, intermediaries, and stakeholders. With support from the Trust and Assistant Trust Officers, the role will involve providing technical guidance, mentorship, and oversight of the junior team. The officer will work on bespoke fiduciary services, delivering excellent client service and demonstrating strong technical expertise in complex transactions, while staying informed on current issues affecting fiduciary structures and clients.

Your duties will include:

Demonstrated knowledge of Trust and Estate laws, Company, and Fiduciary Structures
Working knowledge of Cayman Islands AML Regulations, and Compliance requirements
Strong experience in AEOI and Beneficial Ownership (review, classification, due diligence)
Previous experience with CAP and CORIS platforms
Proven practice in administering complex trust accounts in high volume
Ability to assimilate, prioritise and process a high volume of client requests with rigid deadlines and to work under pressure
Strong analytical skills for interpreting legal documents and financial statements
Excellent communication and interpersonal skills for client interaction and relationship management
Ability to provide strategic advice and solutions to meet clients’ trust and estate planning needs
Strong organisational skills, attention to detail and proficiency in trust management software and Microsoft Office Suite

What i love about my job

"I am incredibly proud to have been a part of Suntera Global for the past 11 years. Throughout this journey, I’ve had the opportunity to grow both personally and professionally, thanks to the supportive and inspiring environment fostered by the team. The company’s commitment to excellence, innovation, and collaboration has made every day a rewarding experience. I’ve been fortunate to work alongside talented colleagues who are not just co-workers but have become friends and mentors. The challenges we’ve faced together have only strengthened my dedication and loyalty to this company."

Justin Robinson
Senior Compliance Analyst

About you.

Skills and Requirements:

A bachelor’s or master’s degree (or equivalent) in a relevant discipline or progress towards a bachelor’s degree would be advantageous
An internationally recognized professional qualification (such as STEP, ICSA) is required
Minimum of 5+ years of previous experience in trust or company administration/financial services environment
Establishes client trust via professional expertise, social contract, empathy, and personality
Superior communication (both oral and written), interpersonal, team, client service, organisation, problem-solving and administrative skills
Demonstrated ability to multi-task and effectively collaborate/manage change within a deadline-orientated, customer focused and diverse environment
Proficient in Microsoft Office Suite
Language capability e.g., Spanish, French or Portuguese would be an advantage

Personal qualities

Integrity
Inspires client and team confidence
Adaptable and versatile
Assertive and confident
Discrete and tactful
Emotional resilience
‘Can do’ attitude
Role model
Appropriate office conduct and attitude to work

This is an exciting opportunity to join a growing team and develop new ways of working, where you will have the opportunity to input into the evolution of our business processes on an ongoing basis. In addition to a competitive salary, you will be rewarded with a performance-driven bonus, a comprehensive flexible benefits package, and the training and career opportunities that come as standard with a dynamic and rapidly growing group of companies.

Apply now

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