Senior Trust Officer

Private Clients | Jersey | 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.

As a Senior Trust Officer, you will assist and support the Trust team with the administration of a wide-ranging portfolio of companies, trusts, and foundations to maintain a consistent and high standard of service. You will also ensure all correspondence and other communications is attended to professionally and promptly to streamline communication within our Jersey office and across the wider Group.

Your duties will include:

  • Take responsibility for the efficient day-to-day management of affairs 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.
  • Identify and convert new business opportunities.
  • Attend meetings with clients and/or their advisors either in Jersey or occasionally overseas.
  • Maintain statutory 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 the 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.
  • Ensure all administrative tasks are always completed according to the relevant compliant policies and procedures.
Job Description
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What i love about my job

"I joined Suntera Global in July 2015, straight after finishing my A-levels, as Suntera had provisionally offered me a job in March 2015. This early offer eased the stress of job hunting after completing my studies, and I was keen to get involved in the finance industry. I started as a Trainee and have progressed to Manager level over the years. Throughout my career, Suntera and its people have supported my progression, and I have thoroughly enjoyed working here at every stage, as each phase brings new challenges to overcome. Suntera has generously covered the costs of all my qualifications to date, for which I am incredibly thankful. I have been STEP-qualified for a few years now."

Blaise Cornish
Manager, Private Wealth - Jersey

About you.

Skills and Requirements: 

  • STEP/CGI or other relevant qualification.
  • Strong communication skills, both written and verbal.
  • Experience in a similar role.
  • Good organisation and prioritisation skills.
  • Appropriate IT knowledge.
  • A good understanding of general compliance.

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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