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.

Job Description

About The Role.

As Trust Officer, you will assist and support the Trust team with the administration of a wide-ranging portfolio of companies, trusts, and foundations to maintain a consistent and high standard of service. You will also ensure all correspondence and other communications is attended to professionally and promptly to streamline communication within our Jersey office and across the wider Group. 

Your duties will include:

  • Create and maintain effective working relationships with colleagues both in the immediate department and across jurisdictions.
  • Assist senior team members with administrative duties such as preparing for board meetings, drafting client emails, and supporting the timely processing of payments.
  • Pro-actively assist with the administration of a portfolio of Companies, Trust and Foundations carrying out day to day administration tasks.
  • Liaising with clients, intermediaries, and banks to ensure a high standard of service and assist with all relevant compliance matters where necessary.
  • Ensure all administrative tasks are always completed according to the relevant compliance policies and procedures.
  • Ensure all compliance requirements are followed at all times.
Job Description
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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: 

  • Experience working in a similar role within a financial services firm.
  • Good attention to detail with the ability to work to deadlines.
  • Studying towards or holding a relevant professional qualification, with the flexibility and a willingness to learn.
  • Appropriate IT skills, Microsoft package an advantage.
  • The drive to deliver a high-quality service to clients at all times.
  • Proactive and solution focused.

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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