Job Description

Job Title:    Client Relationship Manager      

Jurisdiction:    Guernsey      

Department:    Corporate and Fund Services      

About Us

Suntera Global is a leading international provider of corporate, trust, tax, accounting, and fund administration services. Respected and trusted as a professional partner by a broad range of corporate, private, and institutional clients worldwide, we are continually looking for opportunities to evolve our business while providing clients with the best possible services.

We have created an authentic and supportive culture that generates a wealth of opportunities for every one of our employees. Ongoing personal development through training and professional qualifications is available to all, and we reward hard work and dedication.

About the Role

Duties and Responsibilities:

The individual will take pride in managing client expectations and providing efficient, timely and high-quality administration services. The role holder will be part of a team responsible for servicing a portfolio of fund and corporate structures. They will be acting as a key contact for these entities and ensure that our clients are serviced at the highest level in an efficient, effective and pro-active manner. In addition to liaising directly and independently with the clients, they would be expected to liaise directly with any third parties and board members. The individual will, upon passing the probationary period, be a signatory and take ownership at this appropriate level.

• Working with colleagues to manage day to day relationships and activities of a portfolio of clients
• Providing a high level of professional service to a varied portfolio of client relationships and attending generally to fund and corporate structures
• Preparation for and attending board meetings
• Drafting board meeting agenda, minutes and written resolutions
• Assisting the company boards in ensuring good governance
• Liaison with professional 3rd party firms as required
• Processing of documentation relating to investment transactions
• Liaison with various parties through transactions or corporate actions
• Assisting in the processing of Capital Calls and Distributions
• Adhering to Suntera’s operating procedures and internal policies
• Being proactive in supporting company-wide objectives
• Be a team player, and work well in an open, transparent team
• Ensuring you and your team comply with regulatory and legal requirements
• Any other ad-hoc tasks and responsibilities as assigned to you by your Manager

About You

Skills and Requirements:

• A minimum of 2 years’ experience in a Fund Admin, Company Admin or Company Secretarial role
• No qualification required but would have the opportunity to study for an appropriate qualification
• Good grasp of oral and written English
• Working knowledge of Word, Excel and Outlook
• Communication skills
• Presentation skills
• Customer service skills
• Interpersonal skills
• Organisational skills
• Ability to manage priorities and multiple deadlines in a dynamic and proactive way

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 and with opportunities available to study for a professional qualification, will allow you to develop both professionally and personally.

Key People

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

• Sarah Biggins – Client Director
• Emma Cunningham, Associate Client Director
• Chris Le Page – Head of Client Delivery
• Mark Vidamour – Head of Corporate and Fund Services

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 Suntera and / or professional memberships.
• 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 their relevant line manager.
• 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.

Senior Administrator / Assistant Manager, Fund Solutions
Location: Jersey, Channel Islands
Schedule: Full-time, Monday to Friday
Work Arrangement: Hybrid / On-site

Summary

CSC is a leading provider of fund administration and outsourced services, supporting clients with accurate, timely, and investor-ready reporting. As a Senior Administrator / Assistant Manager within Fund Solutions in Jersey, you will be a senior point of contact for a portfolio of fund structures, coordinating governance, investor communications, and operational deliverables. You will help ensure high-quality service, support billing and payments workflows, and contribute to process and system improvements. 

This role suits someone who takes ownership and works confidently with stakeholders.

Key responsibilities

• Act as a senior day-to-day contact for clients and investors, responding to queries in a timely and professional manner
• Coordinate quarterly and ad-hoc governance activities, including preparing agendas, board packs, and meeting minutes
• Support and process client payments in line with internal controls, approvals, and service level expectations
• Facilitate investor communications and scheduled reporting distribution, ensuring accuracy, completeness, and deadlines are met
• Maintain and update operational logs and records (e.g., invoices, static data, investor queries, and action trackers)
• Prepare scheduled billing and lead the client invoicing process, including follow-ups and query resolution
• Assist with interim and annual external audits, including coordinating requests and providing supporting documentation
• Contribute to the implementation, testing, and rollout of internal systems and process enhancements across Fund Solutions
• Identify opportunities to improve efficiency and service quality within fund administration processes and team workflows
   

Required Qualifications

• Relevant experience in fund administration, company secretarial administration, or a comparable financial services environment
• Ability to work independently, manage competing deadlines, and use sound judgement to escalate issues appropriately
• Strong attention to detail, with a commitment to delivering accurate client and investor reporting
• Clear written and verbal communication skills, with confidence liaising with clients, investors, and internal stakeholders
• Proficiency with Microsoft Office (especially Excel and Word) and comfort working with operational systems and logs
• A proactive, service-led mindset with a focus on quality, responsiveness, and continuous improvement
   

Preferred Qualifications

• ICSA / CGI qualification (or working towards), or equivalent professional development aligned to governance/administration
• Prior experience preparing board packs and supporting governance meetings for fund structures
• Experience supporting billing/invoicing processes and/or payment workflows within a controlled environment
• Exposure to audit support activities for fund entities and coordinating information requests
• Familiarity with process improvement, system implementation, or change initiatives within fund solutions or fund administration

About Us

CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®

Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other.

CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued.

CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance.

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 6, providing support to the ACDs and Client Directors
• 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

Job Description

Job Title:    Temporary Assistant Client Relationship Manager      

Jurisdiction:    Guernsey      

Department:    Corporate and Fund Services      

About Us

Suntera Global is a leading international provider of corporate, trust, tax, accounting, and fund administration services. Respected and trusted as a professional partner by a broad range of corporate, private, and institutional clients worldwide, we are continually looking for opportunities to evolve our business while providing clients with the best possible services.

We have created an authentic and supportive culture that generates a wealth of opportunities for every one of our employees. Ongoing personal development through training and professional qualifications is available to all, and we reward hard work and dedication.

About the Role

Duties and Responsibilities:

The Assistant Client Relationship Manager will take pride in helping to manage client expectations and helping to provide efficient, timely and high-quality administration services. The role holder will assist the team in ensuring our clients are serviced in an effective and pro-active manner.

• Assisting the team in providing a high level of professional service to a varied portfolio of client relationships and attending generally to fund and corporate structures
• Processing payments and ensuring that trackers, logs and checklists are updated and maintained throughout the process
• Working with other team members in the preparation for board meetings, assisting in drafting reports, collation of papers etc
• Assisting in the drafting of the board meeting agenda, drafting simpler minutes and written resolutions
• Working with the team in assisting that the company boards adhere to good governance, in order to gain a good understanding of what good governance is and when it needs to be applied
• Liaising with professional third-party firms and/or Directors as required
• Assisting in the processing of Capital Calls and Distributions – monitoring the flow of cash and reconciling bank accounts accordingly
• Assisting in the processing of documentation relating to investment transactions
• Liaising with various parties through transactions or corporate actions
• Adhering to Suntera’s operating procedures and internal policies
• Being proactive in supporting company-wide objectives
• Ensuring you and your team comply with regulatory and legal requirements
• Any other ad-hoc tasks and responsibilities as assigned to you by your Manager

About You

Skills and Requirements:

• Prior office or administrative experience, particularly in a financial services environment is desirable but not essential
• Good grasp of oral and written English
• Working knowledge of Word, Excel and Outlook
• Communication skills
• Interpersonal skills
• Organisational skills
• Ability to manage priorities and multiple deadlines in a dynamic and proactive way

Key People

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

• Emma Cunningham – Associate Client Director
• Sarah Biggins – Client Director
• Chris Le Page – Head of Client Delivery
• Mark Vidamour – Head of Corporate and Fund Services

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 Suntera.
• 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 their relevant line manager.
• 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.

Senior Administrator, Global Compliance Services – Jersey (JR100599)

Do you have a keen eye for detail and a passion for getting things right? We have an exciting opportunity to join our Risk & Compliance team as a Senior Administrator in Guernsey or Jersey, helping to ensure our systems and controls remain effective and compliant.

In this role, you will play a key part in delivering compliance monitoring reviews across our global business. You will test key regulatory controls to assess compliance and identify opportunities for improvement. Strong analytical skills, curiosity and a willingness to learn about our business will be essential to your success.

In return, we offer focused mentoring and professional development support to help you grow your skills, develop your career and reach your full potential as our business continues to evolve.

If you would like to join an ambitious and forward thinking firm where people are valued and encouraged to succeed, we would love to hear from you.

About the role:

• • You will be part of a respected Risk & Compliance team that promotes a strong culture of compliance across Mourant and helps identify, assess and manage regulatory compliance risks.
  • You will undertake a range of compliance monitoring reviews across our global business, from initial scoping and sample testing through to reporting. Reviews are selected on a risk basis and assess compliance with key legal and regulatory requirements across Mourant's business lines and jurisdictions. You will assess the effectiveness of controls and draft reports setting out your findings and recommendations.
  • You will support the delivery of the Compliance Monitoring Programme by maintaining records of findings and action points, and working with business stakeholders to ensure issues are addressed and remediated in a timely manner.
  • You will assist with the review and maintenance of global Risk & Compliance policies and procedures, helping to ensure they remain aligned with legal and regulatory requirements across the jurisdictions in which Mourant operates.
  • You will work closely with colleagues across Risk & Compliance and Business Services teams, such as Finance and HR, to support a joined up approach to legal and regulatory compliance and assist with the review of policies and procedures.
  • You will assist with stakeholder enquiries on compliance monitoring activities, findings, actions and policy updates.

About you:

We're open to candidates from a range of professional backgrounds who are looking to develop their career within Risk & Compliance. You may currently work in client administration, compliance, audit, risk, operational control, or a similar role within a regulated financial services business.

You'll ideally bring

• • Experience working within a regulated financial services environment in client administration, compliance, audit, risk, operational control, or a similar field.
  • A good understanding of regulated corporate and fiduciary services in Jersey and/or Guernsey. Knowledge of other jurisdictions, including Cayman, BVI, Hong Kong or the UK, would be beneficial.
  • An understanding of AML, CFT and regulatory requirements relevant to Jersey and/or Guernsey. Knowledge of other regulatory regimes would be advantageous.
  • The ability to work independently, manage competing priorities and deliver high quality work within agreed deadlines.
  • Strong analytical and problem solving skills, with the ability to review information, identify potential risks and assess compliance with policies and procedures.
  • Strong attention to detail and the ability to produce clear, accurate and professional written reports.
  • A proactive and collaborative approach, with excellent organisational, communication and time management skills.

Information Security Governance Senior Administrator

Who we are

Saffery Trust is a director-led firm of individually expert, collectively exceptional people. We help clients to optimise their personal and business wealth and to create lasting legacies. We have the freedom and agility to act in the moment, and the wisdom and experience to plan for the long-term.

Established in Guernsey in 1977, we are one of the largest independent private client firms in the island. As an accredited STEP Platinum Employer Partner, we offer great benefits, including: 

• a competitive salary
• flexible working and dress for your day policies
• full financial support and study leave for professional development
• top-level health insurance for our people
• annual performance-based bonuses
• e-bikes free for staff use and opportunities to take part in green initiatives
• regular sports and social events as well as opportunities to support local charities 

The role

Support the Senior Information Security Officer in delivering the firm's Information Security Governance programme through administration, document management, evidence collation, record keeping and coordination activities.

The role provides administrative support to the Information Security function and helps ensure that governance documentation, registers, evidence repositories and trackers remain accurate, organised and easy to maintain.

The responsibilities

You’ll be working in a friendly and progressive environment as a member of the team to undertake a broad range of duties including: 

Governance and Documentation

• maintaining records relating to information security policies, procedures, standards and guidance documents, including version control, review schedules and approval records under the direction of the Senior Information Security Officer 
•  maintaining action trackers and monitor progress of outstanding governance, audit and certification activities

Certification and evidence support

• collating and organising evidence for the firm’s cyber security certifications (Cyber Essentials, Cyber Essentials Plus, and IASME Cyber Assurance), maintaining evidence indexes and repositories
• tracking certification tasks and readiness against the schedule, escalating any slippage to the SISO

Microsoft 365 and SharePoint Coordination

Supplier Assurance Administration

• issuing supplier questionnaires, as required, and track responses and maintain supplier assurance records to include status updates
• maintaining third-party due diligence records, as required

Registers and Record Management

• maintaining all relevant registers and trackers, including action logs and policy review records
• maintaining supplier records and evidence indexes

You

• a sound understanding of the tasks covering a range of activities using multiple methods, techniques and processes
• may have attained or be working towards a relevant qualification
• good working knowledge of Microsoft 365 applications including SharePoint Online, Teams, Word, Excel and Outlook
• effective communication skills and the ability to converse with a range of people, adapting style with ease to suit the audience and situation
• ability to identify and resolve non-complex issues with support and direction
• ability to prioritise and complete tasks to achieve deadlines wit support and direction
• ability to work to specified standards and service levels and propose solutions to resolve straight forward daily problems
• evidence a positive and committed approach to teamwork and understand the importance of working together to provide excellent client service
• compliance with the firm's Information Security Policy and associated procedures, as updated from time to time

About Saffery Trust

We are a director-led firm of individually expert, collectively exceptional people with a number of international offices.  We continually seek to evolve and enhance our service offering, positioning ourselves as one of the leading trust companies. Excellence is at the core of everything that we do.

We recognise that our people are our most valuable assets, and we pride ourselves on fostering an environment where everyone is seen, heard, and respected. We are committed to the personal and professional development of our people, and we support and promote good mental, physical, social, and financial well-being, with year-round initiatives and opportunities.