Junior 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 45 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.

Job Description

About The Role.

This is an exciting opportunity for school leavers, recent graduates or individuals at the start of their professional journey eager to begin their career in Trust Services. You will gain hands-on experience within a supportive and collaborative environment, joining a team of experienced professionals invested in your growth and development. As you build your skills and confidence, you will benefit from clear progression routes and support with relevant professional qualifications, allowing you to build a long-term career as a Trust professional in a dynamic, global business. 

As a Junior Trust Officer, you will assist the wider Trust and Private Wealth team with the administration of an expansive portfolio of companies, trusts and structures to maintain our consistent and high standards of service. You will liaise with colleagues across the department and wider business to streamline communication and efficiencies. With the support of the team, you will have the opportunity to liaise with a range of clients, intermediaries and banks to provide an excellent service.

Your duties will include:

  • Assist senior team members with administrative tasks including preparation for meetings, drafting client emails and supporting the timely processing of payments.
  • Ensure documents are saved and filed appropriately on a timely basis.
  • Assist on the preparation of bank account applications and new investment subscription agreements.
  • Assist and support the team with the general administration of a balanced portfolio of Companies, Trust and Foundations carrying out day-to-day administration tasks.
  • Assist and support the team with the review of financial statements. 
  • Liaise with clients, intermediaries, and banks to ensure a high standard of service and assist with all relevant compliance matters where necessary.
  • Develop and maintain strong professional relationships with a range of stakeholders.
Job Description
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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 seeking a proactive and detail orientated individual with strong communication and organisations skills, who is excited to learn, develop and take the first steps in their Suntera journey as a Junior Trust Officer.  The following attributes would also be advantageous:

  • Good attention to detail and the ability to work independently to deadlines.
  • Strong personal drive and commitment to continual learning and obtaining relevant professional qualifications where necessary.
  • Effective IT skills and experience.
  • Flexibility and willingness to help others.
  • Good written and verbal communication skills and professional manner.

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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