Trust Officer

About Us

Suntera Global is a leading international provider of corporate, trust, tax, accounting and fund administration services. Respected and trusted as a professional partner by a broad range of corporate, private, and institutional clients worldwide, we are continually looking for opportunities to evolve our business while providing clients with the best possible services.

We have created an authentic and supportive culture that generates a wealth of opportunities for every one of our employees. Ongoing personal development through training and professional qualifications is available to all, and we reward hard work and dedication with a range of comprehensive benefits.

About the Role

• The efficient day to day management of clients’ affairs in accordance with terms of appointment and maintenance of all records in accordance with group procedures
• To manage a portfolio of clients autonomously, seeking advice and direction from colleagues as appropriate
• Provide a high level of service to new, existing and potential clients of Suntera, including liaising with customers and professional intermediaries regarding their managed entity and investments
• Development of client and intermediary relationships to ensure first class service is given
• Attendance at meetings with clients/intermediaries and/or their advisers either in Guernsey or overseas with the requisite authority of your line manager
• The maintenance of clients records both legal/statutory and accounting
• The completion of all trust control functions within agreed time frames, including periodic review, accounts, updating of registers etc
• Ensuring all clients assets are correctly identified, allocated and under full control of the trust company, or their delegated representatives
• Ensuring relevant group procedures are being adhered to and where appropriate putting forward suggestions for additional procedures or amendments to the existing procedures
• Compliant with responsibilities set out in the procedures manual in general and the operational section in particular
• Review of financial statements for entities under administration
• To provide assistance to the Senior Trust Officer as workloads dictate
• Provide training and support to any direct reports so they are able to undertake the role to the required standard
• Such other duties as the jobholder’s peers may reasonably request

About You

• Organise and prioritise effectively so as to be able to successfully manage their caseload, and any direct reports
• Be accurate in their work and have excellent attention to detail
• Be able to demonstrate interpersonal skills in order to successfully manage personnel and build good relationships with clients, advisers and colleagues alike
• Have excellent written and verbal communication skills
• Have excellent technical and product knowledge and experience of administering offshore structures
• Work with integrity, resilience and flexibility in order to cope with the day to day demands of the role
• Strong personal drive and commitment to continual learning and obtain relevant professional qualifications where necessary
• Ability to set and meet objectives
• Proactive and able to use initiative
• Able to think in a creative manner to deliver innovate solutions

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. The training and career opportunities that come as standard with a dynamic and rapidly growing group of companies, will allow you to develop both professionally and personally.

Apply now