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
Due to expansion in our service offering and our commitment to providing best in class solutions, we are looking for a dedicated individual to join our trust team as a Senior Trust Officer.
You will be responsible for efficiently and profitably managing a diverse portfolio of complex clients and delivering a first-class service to clients, advisors, and the Directors of Suntera Private Wealth (Jersey) Limited (the “Company”).
The Senior Trust Officer will identify and pursue new business opportunities via existing client and advisor relationships. They will deputise in the Manager’s absence, supervising the administration team and providing technical knowledge and support.
You will also:
- Have responsibility for the efficient day-to-day management of affairs for some of the more complex clients of the Company unsupervised but always in accordance with the terms of appointment and in line with group procedures;
- Build and develop client and intermediary relationships with a view to developing new business opportunities;
- Have the ability to identify and convert new business opportunities for both the Company;
- Attendance to meetings with clients and/or their advisers either in Jersey or occasionally overseas with authority of the Lead Director or Managing Director of the Company;
- Maintain statutory and accounting records for entities under administration ensuring compliance with local legislation in the jurisdiction in which the entity was incorporated/established;
- Complete all trust control functions, within agreed time frame, including periodic reviews, accounts, updating of registers etc.;
- Ensure all clients assets are correctly identified, allocated and under full control of the trust company, or their delegated representatives;
- Ensure the fair charging of fees to clients and periodic review of profitability;
- Act as a “C” signatory on behalf of the Company and the other ‘in-house’ companies;
- Assist the Trust Manager with the review and appraisal of staff by providing constructive feedback to the management team on their subordinates;
- Organise, prioritise and delegate effectively so as to be able to successfully manage their caseload, and assist with those of their subordinates;
- Comply with responsibilities set out in our procedures manual in particular the Trust section and where appropriate putting forward suggestions for additional procedures or amendments to the existing procedures;
- Review financial statements for entities under the Company’s administration;
- Provide technical advice, coaching and guidance to subordinate staff;
- Contribute to the development of the Company, including, but not limited to making recommendations that improve the efficiency and working practices of the Company, and if empowered implement these;
- Be aware of and fulfil all statutory requirements for various jurisdictions including Jersey, Guernsey, BVI, Panama, UK and others where applicable;
- Ensure the timely management of all payments either directly to clients or for individual entities;
- Clear historic review points in line with day-to-day administration;
- Assist in all relevant compliance matters as necessary;
- Provide effective management of both your own workload and that of your junior team members; and
- Ensure all CPD and AML training is up to date and provide regular reporting to management to advise of resourcing, training, and information requirements.
You will be a Jersey Entitled resident with good organisational skills and experience working in a trust and company administration environment. The following attributes would also be advantageous:
- STEP/ICAS or other relevant qualification;
- Strong communication skills, both written and verbal;
- Appropriate IT knowledge; and
- A good understanding of general compliance.
This is an exciting opportunity to join a dynamic and growing team in our Jersey office and you will be rewarded with a competitive salary and benefits.