Suntera Careers: Senior Trust Officer CAY

Senior Trust
Officer

Private Wealth | Cayman Islands | 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.

About The Role.

As a Senior Trust Officer you will have the opportunity to take direct administrative responsibility for a complex portfolio of trusts, companies and other wealth structures ensuring that first-class service is provided to all clients, intermediaries and other stakeholders whilst ensuring compliance with relevant regulations.

Your duties will include:

Develop and maintain effective client relationships, including meetings, efficiently communicating with trust clients, providing expertise as it relates to all aspects of the management of a team of trust specialists, and providing expertise in products/services.
Develop and maintain thorough knowledge of individual clients and their requirements.
Maximize and strengthen client relationships with beneficiaries and advisors in order to have the appropriate knowledge to carry out the trust’s purpose and meet the needs of the beneficiaries
Ensure that trust provisions, policies/procedures and relevant legislation are adhered to at all times, and that statutory/regulatory filings are completed efficiently.
Oversee the preparation and review of trust documentation, including trust deeds, letters of wishes, and other legal documents.
Conduct AEOI and Beneficial Ownership review, classification, and due diligence.
Expertly navigate CAP and CORIS platforms.
Assimilate, prioritize and process a high volume of client requests with rigid deadlines whilst working under pressure.
Provide technical guidance and problem solving to the trust officers & trust admin team.
Act as support for the Trust Manager / Client Service Director as required.

What i love about my job

"I am incredibly proud to have been a part of Suntera Global for the past 11 years. Throughout this journey, I’ve had the opportunity to grow both personally and professionally, thanks to the supportive and inspiring environment fostered by the team. The company’s commitment to excellence, innovation, and collaboration has made every day a rewarding experience. I’ve been fortunate to work alongside talented colleagues who are not just co-workers but have become friends and mentors. The challenges we’ve faced together have only strengthened my dedication and loyalty to this company."

Justin Robinson
Senior Compliance Analyst

About you.

As a Senior Officer, you will be able to demonstrate excellent technical competency and an ability to impart that knowledge to others effectively. You will also have:

A minimum of 5+ years of previous experience with complex trust and company administration and high-volume portfolio management.
Hold an internationally recognized professional qualification ACIB, ICSA; preferably STEP qualified.
Thorough knowledge of trust and estate laws, company, AML regulations, and compliance requirements.
Demonstrated ability to multi-task and effectively collaborate/manage change within a deadline-oriented, customer-focused and diverse environment.
Ability to understand and interpret most trust deeds.
Display superior communication (both oral and written), interpersonal, team, client service, organisation, problem-solving and administrative skills.
Skilled in mentoring and providing technical guidance to junior team members.
Strong proficiency in trust management software and Microsoft Office Suite.

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

Be Inspired