Pension Trust Officer GSY

Pension Trust Officer

Private Wealth | Guernsey | Full Time or Part 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.

About The Role.

To be responsible for the effective day-to-day administration of a portfolio of Suntera’s pension schemes including QNUPS and RNUPS.

Your duties will include:

Administration and first point of contact in respect of your pension clients
Run GAD calculations as and when required
Arrange redemptions from assets held to cover lump sum and/or pension income payment
Process pension-related transactions, including contributions, benefit payments, transfers in and out, and investment instructions
Liaise with Members/Investment Advisors in respect of lump sum and income payments required
Prepare trustee minutes, pension statements, reports and other client communications
Liaise with Members/Investment Advisors in respect of fees due and any queries relating to them
Keep diaries for each client updated
Such other duties as the jobholder’s peers may reasonably request

What i love about my job

"I started at Suntera Private Wealth (Guernsey) Limited as a Trust Officer in July 2016, and I was promoted to a Senior Trust Officer within a couple of years. I have also tried my hand at being an Assistant Trust Manager, however, I decided that role was not for me. Suntera were fully supportive of my decision not to continue down the management path. Although I have not taken any exams whilst working at Suntera, Suntera has been fully supportive of my colleagues who have taken professional exams. Should I wish to take any further professional exams, I know that Suntera will fully support me.

Suntera has some fantastic social events, such as summer parties and Christmas parties. In addition to these events, Suntera also puts on quarterly drinks events, which are a great way to meet up and mingle with all the office staff that you don't get to see on a daily basis. Suntera also arranges various staff activities throughout the year, such as pottery painting, candle making, wreath making, a bat talk, stand-up paddle boarding, cinema nights, etc.

Suntera are a fantastic bunch of people to work with, and I wouldn't consider working anywhere else."

Becky Campbell
Senior Trust Officer, Guernsey

About you.

Skills and Requirements:

Hold or be willing to study towards the relevant STEP or CGI qualification
Experience as a Trust/Pension Officer in a fiduciary environment
Organise and prioritise effectively so as to be able to successfully manage their caseload
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
Be pro-active, decisive thinking and use own initiative
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 communication skills (both written and oral) with all levels of staff
Proactive and able to use initiative

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. 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

Be Inspired