Suntera Careers: Trust Officer GSY

Trust
Officer

Private Wealth | Guernsey, Channel 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 Trust Officer, you will effectively and efficiently deliver a first class service to the satisfaction of the clients, advisors and the Directors of Suntera Private Wealth (Guernsey) Limited by taking responsibility for a portfolio of clients including day to day administration.
The Trust Officer will demonstrate the behaviours we value, which are Empowering Responsible Ambition.

Your duties will include:

The efficient day to day management of clients’ affairs in accordance with terms of appointment and maintenance of all records in accordance with group procedures.
To manage a portfolio of clients autonomously, seeking advice and direction from colleagues as appropriate.
Provide a high level of service to new, existing and potential clients of SPWGL including liaising with customers and professional intermediaries regarding their managed entity and investments.
Development of client and intermediary relationships to ensure first class service is given.
Attendance at meetings with clients/intermediaries and/or their advisers either in Guernsey or overseas with the requisite authority of your line manager.
The maintenance of clients records both legal/statutory and accounting.
The completion of all trust control functions within agreed time frames, including periodic review, accounts, updating of registers etc
Ensuring all clients assets are correctly identified, allocated and under full control of the trust company, or their delegated representatives.
Ensuring relevant group procedures are being adhered to and where appropriate putting forward suggestions for additional procedures or amendments to the existing procedures.
Compliant with responsibilities set out in the SPWGL procedures manual in general and the SPWGL operational section in particular.
Review of financial statements for entities under SPWGL’s administration.
To provide assistance to the Senior Trust Officer as workloads dictate.
Provide training and support to any direct reports so they are able to undertake the role to the required standard.
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:

Organised with the ability to prioritise effectively.
High level of accuracy with excellent attention to detail.
Strong interpersonal skills with the ability to develop strong relationships within the company and with third parties.
Excellent written and verbal communication skills.
Pro-active, decisive and able use own initiative.
Excellent technical and product knowledge and experience of administering offshore structures.
Able to work with integrity, resilience and flexibility in order to manage the day to day demands of the role.
Strong personal drive and commitment to continual learning and obtaining relevant professional qualifications where necessary.
Ability to set and meet objectives.
Able to think in a creative manner to deliver innovate solutions.
Flexibility and willingness to help others.

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