Trainee Trust Officer Jsy

Trainee Trust Officer

Private Wealth | 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.

About The Role.

The Trainee Trust Officer will support the administration of trusts and companies within a supervised portfolio, assisting with daily tasks, client correspondence and regulatory requirements. This entry‑level role provides structured training, exposure to core fiduciary processes and the opportunity to work towards relevant professional qualifications.

Your duties will include:

Support the administration of a mixed portfolio of trusts, companies and foundations, completing day‑to‑day tasks under supervision.
Assist with payment processing, statutory filings across jurisdictions and clearing review points.
Handle client and internal correspondence professionally and promptly.
Support compliance activities, follow Standard Operating Procedures and maintain up‑to‑date AML awareness.
Record time accurately with clear narrative on the time recording system.
Draft emails for senior team members and provide general administrative support (e.g., photocopying, scanning, client data management).
Carry out additional duties as reasonably required by management.

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.

You will have good communication and organisation skills with the ability to work well with others. Experience of a similar client-facing environment is desirable.

Skills and Requirements:

Good communication skills and the ability to work well with people
Client focus and experiencing working with clients desirable
IT skills preferably with Microsoft packages
Good attention to detail with an ability to work to deadlines
Flexibility and a willingness to learn
Proactive manner
Driven to deliver a quality service
Willingness to undertake relevant professional qualifications

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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