Trust Officer IOM

Trust
Officer

Private Wealth | Isle of Man | 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.

As a Trust Officer, you will work within our Trust Department to service a busy international client portfolio. You will work closely with the team to provide high quality support to clients through general trust and company administration, payment processing and compliance-related duties. You will be exposed to all areas of trust and company administration and client service, as well as learning from experts in other areas of the business to provide integrated solutions across the Group.

Your duties will include:

Build and maintain strong client relationships by acting as a point of contact, meeting their needs with insightful and bespoke solutions
Undertake new business administration duties including client acceptance, compliance requirements, and trust documentation
Liaise with stakeholders to assist with developments and work with various divisions across the Group to support the clients’ requirements
Maintain and develop banking relationships to ensure a smooth onboarding experience for both the clients and the banks
Assist with administering the trust and companies for clients within the team portfolio
Communicate with clients and internal departments to assist with compliance and corporate governance processes.

What i love about my job

"Suntera considered my role and long-term professional journey and gave me the opportunity to study whilst working. With support from my manager and the wider team, I achieved my STEP-certified qualification and earned the STEP Isle of Man award with the highest marks. Suntera provided me with training opportunities and is committed to creating an environment where all employees can grow and hone their skills."

Jake Kelly
Trust Manager, Private Wealth

About you.

We are looking for a proactive individual with good administrative and organisational skills with previous experience of working within trust and corporate services. You will be qualified or part qualified in STEP and have a good understanding of trust and company administration, including statutory and regulatory matters.

The following attributes would also be advantageous:

Excellent written and verbal communication skills
A good understanding of general compliance
The ability to demonstrate continued professional development

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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