About The Role.

To assist the senior members of the team in providing efficient, timely and high-quality administration services to a portfolio of often ultra-high net worth clients in order to earn a defined revenue contribution to Suntera’s gross profit.  Joining an administration team focussing on a diverse range of client structures, including trusts, companies, foundations, protected cell companies and limited partnerships. The structures include trading companies, traditional financial investments, Private Equity and very early stage tech start-up companies, art and commercial/residential properties. The structures can oversee entities located in a number of external jurisdictions.

Your duties will include:

• Preparation and inputting of tax returns to ensure timely submission by the November deadline
• Processing of payments including distributions, fees and third party invoices
• Assist with periodic reviews of trust structures to ensure compliance with regulatory requirements and internal policies, procedures and controls
• Track and follow up of action points to ensure timely completion
• Drafting of fee amendment notices
• Preparation and inputting of annual validations to ensure timely submission by the January deadline
• Completion of internal checklists 
• Accurately input and maintain data within the NAV One system