ADMINISTRATOR – EMPLOYER SOLUTIONS - GUERNSEY

PURPOSE OF JOB

This administrator will report into the Senior Administrator within the Employer Solutions Team. The team deals with all aspects of trusteeship and administration relating to (but not limited to) Employee Incentive Arrangements, Employee Benefit Trust Administration, Share Plans, Nominee Arrangements and Client Relationship Management.

The role holder will be responsible for the administration of Employee Benefit Trusts that contain FTSE listed and Private Clients. You will be responsible for the delivery of efficient and timely administration of documents, instructions and other associated paperwork.

MAIN RESPONSIBILITIES AND DUTIES

• Administer and monitor a varied portfolio of Trust, Company and Nominee arrangements. Ensure a professional service is provided to clients and intermediaries.
• Document trustee decision making and preparation of instructions in relation to exercises for the Trusts.
• Liaison with 3rd party administrators ensuring compliance with Service Level Agreements Arranging payments and invoice /trade settlements.
• Collaboration with internal teams to service clients.
• Correspondence with clients, bankers, custodians, brokers, registrars, legal advisors, tax advisors and other intermediaries.
• Assisting with the Client Periodic Reviews.
• Ensuring careful consideration is given to all communications made externally – standard JTC format to be applied.
• Ensuring all work is completed in a timely manner and is accurate.
• Assisting in ad-hoc project work and new client take on — any project deadline will need to be met along with daily workloads.
• Adhere to Risk & Associate Compliance procedures in relation to regulatory requirements and AML, TF & PF legislation.
• Adhere to JTC core values and expected behaviours.
• Any other duties as deemed necessary by Management.

ESSENTIAL REQUIREMENTS

• Ability to work independently and as part of a team.
• Excellent communication and numerical reasoning and problem-solving skills.
• Excellent attention to detail.
• Knowledge of MS Office, with ability to learn new systems and processes effectively.
• Trust Administration Experience.

Assistant Trust Officer - Guernsey

We are looking for an Assistant Trust Officer to join our Trust team. You will assist team members by administering a portfolio of Trust & Corporate clients while building relationships and ensuring the highest quality day-today service is provided.

Your responsibilities will include:

• Routine administration for clients
• Accurately actioning client banking instructions
• Ensuring that chargeable time is properly recorded against clients and invoices for the team are raised in a timely fashion
• Acting as primary and/or back up relationship manager for a number of clients in the team
• Constructing accurate written communications – letters, emails, minutes
• Consulting and escalating issues and exceptions to senior team members to alleviate problems or risks.
• Ensuring revcomps (Review Comments Compliance) are completed
• Ensuring CDD is maintained for all clients in accordance with guidelines set and communicated by the Risk & Compliance department;

Your qualifications and skills include:

• A minimum of three years of relevant trust and corporate experience
• A proven academic record
• Commenced studying for a relevant qualification
• A commitment to a career in trust and corporate administration
• Accurate written and effective verbal communication skills
• The ability to use MS Word, Excel and Outlook at an intermediate level
• A demonstrated commitment to consistently providing quality client service
• Good team skills and be flexible to change and the needs of the business
• Detail orientated and analytical
• Capable of working in a deadline/volume driven environment whilst maintaining accuracy and focus
• A willingness to learn new skills.

Job Description

Job Title:             Client Relationship Manager

Jurisdiction:             Guernsey

Department:             Private Wealth

About Us

Suntera Global is a multi-jurisdictional provider of fund, corporate and private wealth services. We believe in empowering responsible ambition through the professional delivery of fund, company and trust administration as well as outsourced compliance, escrow, accounting, and tax services. We have over 400 specialists supporting a global client base from offices in the Bahamas, the Cayman Islands, Guernsey, Hong Kong, the Isle of Man, Jersey, Luxembourg, Malta, and the US. For more information visit suntera.com.

About the Role

As a Client Relationship Manager, you will provide efficient, timely and high-quality administration services to a continually expanding, multi-billion family trust structure. This structure liaises daily with the large family office located abroad and includes listed trading companies, traditional financial investments, Private Equity and very early stage tech start-up companies, art, property, private jets and yachts. The structure oversees a number of other entities located in a number of external jurisdictions.

• Working in a team of 5, providing support to the ACD and Client Director
• Assisting with short to long term admin projects to ensure the clients/family office continue to receive a high level of service in matching with the Company’s values.
• Assisting in the mitigation of risk factors by helping with the review and management of administration and compliance work
• Acting as a “C” Signatory
• Assisting with the provision of financial information and oversight sufficient to allow our accountants to draft financial statements
• Undertake FATCA/CRS reporting and similar work
• Assisting intermediaries in meeting their client’s expectations within legal and regulatory frameworks
• Maintaining a proactive relationship with the clients and family office
• Providing a collaborative approach to joint projects
• Opening of client bank/investment accounts and related tasks
• Payment preparation and transaction monitoring
• Maintaining the Business Central and DMS databases
• Providing support to team members generally; and
• Maintaining CPD requirements and keeping up to date with all industry developments
• Any other ad-hoc tasks and responsibilities as assigned to you by your Manager.

About You

You will have strong relevant experience and strong interpersonal skills. The following attributes would also be advantageous:

• Experience and understanding of managing trust structures
• Qualified in STEP, CGI, ACCA or similar professional qualification, or working towards the same
• Be proactive and forward-thinking with the ability to deal with tasks independently and use your initiative
• Excellent organisational and communication skills

• Ability to work to deadlines and meet and define KPIs
• Be a brand ambassador and role model for the brand values of empowering responsible ambition

This is an exciting opportunity to join a professional 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 benefits package, and the training and career opportunities that come as standard with a dynamic and rapidly growing group of companies.

Key People

The team members, line managers and hiring managers the candidate may interact with during the hiring process and on the job.

• Victoria Tonks, Deputy Head of Private Wealth
• Andrea Robert, Client Director
• Sarah Langford, Assistant Manager, People & Culture

Governance, Regulatory Obligations and Conduct

• Live the Suntera values and act with integrity.
• Maintain at least the minimum number of CPD hours per year to meet the requirements of professional memberships.
• Where you hold a prescribed position with the Guernsey Financial Services Commission, ensure that you maintain your personal questionnaire in a timely manner and advise Sunter of any matter which may impact your prescribed position.
• Take personal responsibility for embedding and maintaining appropriate and effective internal controls, including Policies, Procedures and Controls (“PP&Cs”) to manage risks that are applicable to your role, that of your department and Suntera.
• Provide timely and accurate reporting to the relevant Suntera Board and/or Committee.
• Comply with all applicable Suntera PP&Cs relevant to your position within Suntera including those contained within the Employee Handbook.
• Responsibilities extend to compliance with the IT PP&Cs contained within the Employee Handbook.

Trust Manager - Guernsey

We are looking for Trust Manager to oversee a team of relationship managers and administrators as well as taking care of a portfolio of client relationships.

Your responsibilities will include:

• Managing, delegating and controlling the team’s routine processing including:
  • Cash Management
  • Exercise of Discretionary Powers
  • Maintenance of records, statutory or otherwise
  • The review and monitoring of Investment Portfolios
  • Providing management information to senior management team
  • Attending management meetings and contributing to the enhancement/development of internal practices and procedures

• Following internal policies and procedures
• Providing an exceptional level of client service
• Ensure that employee’s time chargeable utilisation targets are met and are attributable to client relationships and Invoices are raised and paid in a timely fashion
• Ages debtors for the team are monitored and followed-up for payment
• Acting as primary relationship manager for a number of clients and intermediaries
• Seeking opportunities to develop relationships and cross sell
• Effective supervision of the team, including:
  • Setting SMART objectives
  • Performance management and effective completion of performance appraisals
  • Providing on the job training
  • Delegation of tasks and follow-up completion
• Maintaining awareness of the regulatory environment
• Ensuring revcomps (Review Comments Compliance) completed and any action points diarised for follow-up
• Contributing to a satisfactory (or better) audit rating for BTGL.

Your qualifications and skills include:

• A relevant professional qualification e.g. STEP, ICSA or ACCA
• Strong Knowledge and experience of offshore trust and company administration
• Excellent personal organisation and time management skills.
• Communication, interpersonal and negotiation skills
• A proven track record of client service excellence and business development
• Experience of successfully managing a team and meeting billing/cash collection targets and deadlines
• Good knowledge of Guernsey’s regulatory environment
• Willingness to travel at short notice

Join a respected, forward‑thinking fiduciary business as a Senior Administrator within their Corporate Trustee and Client Relationship Team in their Guernsey office.

This is an exciting opportunity to play a key role in the delivery of high‑quality trusteeship and administration services across a diverse portfolio of international pension plans and employee benefit structures.

Responsibilities include:

• Oversee and implement client‑driven actions, including trustee decisions, payments, investment switches, and periodic trust reviews.
• Liaise confidently with clients, members, intermediaries, and internal teams to maintain strong working relationships.
• Support and guide junior team members, contributing to their development and helping maintain high-quality output across the team.
• Manage billing, monitor contributions, maintain accurate diary systems, and ensure all deadlines, compliance requirements, and regulatory obligations are met.

This is a great opportunity for someone looking to continue growing within the pensions, trustee, or fiduciary field. If you’re an organised, client‑focused professional with strong trust knowledge, this role offers the chance to step up, take ownership, and genuinely make an impact.

If you’re ready to take the next step in your career, then please apply today with your latest CV or contact Marcel on 01481 714634 or email info@firstcall.co.gg for more information.

Administrator – Trustee and Client Relationships - Guernsey

The Administrator will report into a Manager/Client Services Director within the Corporate Trustee and Client Relationship Team. The team deals with all aspects of trusteeship and administration relating to (but not limited to) International Pension Plans, Savings and Gratuity Plans, QROPS & EFRBS along with domestic pension plans.

The role holder will be required to work with, a team of client handlers in order to facilitate administrative tasks in relation to actions agreed by the client manager/director that require implementing on client portfolios. Liaison with internal and external clients and stakeholders.

MAIN RESPONSIBILITIES AND DUTIES

• Preparing Minutes to formalise Trustee decisions.
• Monitoring regular trust contributions against requirement for reporting non receipt.
• Ensure a professional service is provided to clients and intermediaries.
• Check, maintain and ensure accuracy of the central diary systems to ensure that deadlines are recorded and subsequently met.
• Manage billing and cash collection / debtors process under the direction of client director, have an awareness of recoverability and work in an efficient manner so as to minimise write-offs.
• Arranging invoice settlement.
• Arranging payments.
• Arranging investment switches.
• Periodic trust reviews incorporating AML and risk reviews and collation of client due diligence for new and current business.
• Approved fund range review actions, under direction of client director.
• Assisting with Trustee review of accounts.
• Collaboration with internal teams to service clients.
• External communication with members and clients.
• Supporting and mentoring team members if required.
• Reducing risk of error by preparing and following set procedures.
• Ensuring careful consideration is given to all communications made externally - standard JTC format to be applied.
• Ensuring all work is completed in a timely manner and is accurate.
• Taking part in ad-hoc project work and new client take on — any project deadline will need to be met along with daily workloads.
• Adhere to Risk & Associate Compliance procedures in relation to regulatory requirements and AML, TF & PF legislation.
• Adhere to JTC core values and expected behaviours, and any other duties as deemed necessary by Management.
• Ensuring team targets are met.
• Adherence to requirements for schemes registered under The Pension Scheme and Gratuity Scheme Rules and Guidance, 2021 made in accordance with The Regulation of Fiduciaries, Administration Businesses and Company Directors, etc. (Bailiwick of Guernsey) Law, 2020.
• Very occasional travel to other JTC offices or accompanying a client director to meet clients.

ESSENTIAL REQUIREMENTS

• Ability to work independently and in a team environment.
• Good organisational and time management skills, proactive.
• Attention to detail.
• Understanding of trust principles.

JOB SPECIFICATION

Job Title: Client Accountant

Location: Guernsey

Reports To: Managing Director

Job Overview:

We are seeking an organised, and detail-oriented Client Accountant to join our team. The role involves the preparation of Trust and Company accounts, assisting with financial reporting, audits, and day-to-day finance operations. The role will work independently but as part of a small Finance team.

Key Responsibilities:

• Preparation of Trust and Company accounts
• Prepare management accounts and financial statements
• Maintaining records in order to deal with accounts filing deadlines for tax and other regulatory purposes
• Maintaining client case ledgers on a day-to-day basis to include double entry bookkeeping
• Meeting targets and deadlines regarding productivity and profitability
• Adopting a proactive approach regarding the implementation of new systems, procedures, standards, etc, to comply with internal and external requirements.

1.  
2. Qualifications and Skills:
3.  

• Relevant professional qualification (e.g. ACCA)
• Experience working within a client accounting role
• Experience preparing financial statements and management accounts
• Knowledge of accounting principles and financial reporting standards
• Proficiency in accounting software and Microsoft Excel
• Excellent organisational and time management skills, with a strong attention to detail and high level of accuracy
• Experience working with complex trust or fiduciary structures
• Knowledge of relevant regulatory and compliance frameworks
• Familiarity with audit processes and supporting external auditors

Key Attributes:

• Detail-Oriented: Ensures accuracy in documentation and record keeping
• Organised: Manages deadlines efficiently
• Problem-solving mindset
• Clear and professional written and verbal communication skills
• Professional: Handles confidential matters with discretion and integrity

Working Arrangements:

• Full-time position but some flexibility available
• Competitive salary and benefits package to commensurate with experience.

Senior Administrator/ Assistant Manager - Private Clients (12 month FTC) - Guernsey

The role:

The Senior Administrator/Assistant Manager, Private Clients will administer a portfolio of fiduciary structures in accordance with the relevant Client Services Agreements and the various laws and regulations pertaining to the Group’s Guernsey regulatory licences.
The Key Responsibilities for the role are noted below and as an Assistant Manager you will also be expected to undertake any such duties that are deemed a reasonable requirement, for example, deputising for the Manager in their absence and participating in projects that are related to the role.

Some of the things you will be doing:

• Administer a portfolio of complex fiduciary structures to a high standard ensuring all administration procedures are adhered to;
• Ensure administration is carried out in accordance with up-to-date tax and legal advice with support from client manager/client director;
• Consistently deliver a timely and high-quality service to clients, demonstrating effective communication ensuring client managers/directors are copied in at all times;
• Liaise with beneficiaries, investment advisers, bankers, auditors, property advisers, agents and lawyers on all matters relating to the management of a portfolio of complex fiduciary structures;
• Ensure that invoicing fees and debt management is carried out in a proactive and timely manner;
• Demonstrate a full understanding of client entity transactions, ensuring all client entity files are up to date and that Minutes and Meeting Notes have been drafter accurately with an appropriate level of detail;
• Support team lead in the management of the team as required;
• Supervise and assist in the development of a junior member of the team as required;
• Delegate routine administration tasks to the administration team whilst retaining oversight to ensure tasks are being fully completed in a professional and timely manner;
• Oversee projects as requested by the team lead and ensure these are completed accurately within the deadlines set;
• Demonstrate an understanding and knowledge of risk factors specific to fiduciary structures, particularly in relation to trigger events seeking guidance from client managers/directors;
• Provide on the job training and guidance for more junior members of the administration team sharing technical knowledge and experience;
• Be responsible for FATCA, CRS, Payment Procedures, FID Reviews and Action Points for audit and liaise with auditors.
• Embrace and demonstrate our corporate values and purpose – Tenacity, Service, Teamwork, Agility and Genuine;
• Proactively keep an up-to-date awareness of current industry issues e.g. interest rate movements, change in legislation i.e Substance legislation; and
• B signatory (up to £50,000 on Bank Signing Schedules).

What technical skills, experience, and qualifications do you need:

• Evidence of prior and proven relevant experience in regulated finance or professional services;
• Sound organisation skills and supervisory experience;
• Possess a solid understanding of the business and markets applicable to the business;
• Hold a relevant professional qualification such as STEP, ICSA; and
• Strong technical IT skills; and
• Drive personal development using all the resources available to achieve success.