Trainee Trust Officer GSY

Trainee
Trust Officer

Private Wealth | Guernsey | 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 Trainee Trust Officer, you will support the administration of a portfolio of trust and company structures, working closely with experienced team members. This is an entry-level role offering full training and development opportunities, with a view to progressing within the role. You'll gain exposure to a wide variety of client structures and jurisdictions in a supportive and professional environment.

Your duties will include:

Assist with the day-to-day administration of trusts, companies, and other fiduciary structures
Draft standard correspondence, minutes, and resolutions under supervision
Maintain accurate client records and statutory data using the company’s systems
Support with the opening of bank accounts and processing of payments and investments
Liaise with banks, investment managers, legal professionals, and other external parties as required
Ensure compliance with internal policies, procedures, and relevant Guernsey regulations
Assist with periodic reviews and risk assessments of client entities

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:

Have excellent written and verbal communication skills
Proactive and able to use initiative
A positive and flexible approach to work
Flexibility and willingness to help others
Competency in Microsoft Office (Outlook, Word, Excel)
Have a keen interest in trust and company administration
Prior office or administrative experience, particularly in a financial services environment is desirable but not essential
Interest in or enrolment in a relevant professional qualification (e.g. STEP Certificate)

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