Suntera Careers: Trust Officer GSY

Trust Officer

Private Wealth | Guernsey | Full Time or Part 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.

To 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.

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:

Organise and prioritise effectively so as to be able to successfully manage their caseload, and any direct reports
Be accurate in their work and have excellent attention to detail
Be able to demonstrate interpersonal skills in order to successfully manage personnel and build good relationships with clients, advisers and colleagues alike
Have excellent written and verbal communication skills
Be pro-active, decisive thinking and use own initiative
Have excellent technical and product knowledge and experience of administering offshore structures
Work with integrity, resilience and flexibility in order to cope with the day to day demands of the role
Strong personal drive and commitment to continual learning and obtain relevant professional qualifications where necessary
Strong communication skills (both written and oral) with all levels of staff
Excellent interpersonal skills with the ability to develop strong relationships within the company and with third parties
Ability to set and meet objectives
Proactive and able to use initiative
Able to think in a creative manner to deliver innovate solutions
Excellent organisational skills

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