Job Description

Job Title:    Client Relationship Manager/Senior Client Relationship Manager, Green Pod   

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

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 corporate entities. 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. Both roles are responsible for managing the day-to-day relationships of the portfolio of clients in conjunction with their colleagues. A Senior Client Relationship Manager will be expected to be able to deal with more complex clients and may have line manager responsibilities and be expected to assist with training of more junior team members.

Duties and Responsibilities:

• 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 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
• 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 Company Admin/Fund Admin or Company Secretarial role
• No qualification required but ideally should hold or be willing to study or studying, CGI or equivalent
• 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, 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.

• Jane De Jersey – Client Director
• Chris Le Page – Head of Client Delivery
• Mark Vidamour – Head of Corporate and Fund Services

Senior Administrator / Assistant Manager, Private Clients - Guernsey

The Senior Trust and Company Administrator Private Clients will undertake the administration for a portfolio of companies and trusts in accordance with the relevant Client Services Agreements and the various laws and regulations pertaining to the Group’s Guernsey regulatory licences. 

Some of the things you will be doing:

• Take the lead in the administration of a portfolio of trusts and companies.
• Ensure that all client files are up to date and that Minutes and Meeting Notes have been drafted accurately with an appropriate level of detail; and
• Ensure fee collection and chasing and collection of debtors is completed in a timely manner;
• Liaise with lawyers, accountants, tax advisors and banks on all matters relating to the management of a complex portfolio of private client cases;
• In liaison with the Assistant Manager/Manager, action any compliance review points in a timely manner;
• Liaise with the Accounts team in respect of annual accounts and bookkeeping for trusts and companies, to ensure that accounting ledgers are maintained up to date and annual accounts are ready to meet agreed timelines;
• Ensure all administration tasks are followed through to completion in a timely manner, including task delegated to other members of the Team (i.e. payments);
• Support a strong communication ethos amongst the team and Management;
• Proactively keep an up-to-date awareness of current industry issues e.g. changes in legislation that may impact clients and raise these as appropriate.
• Keep appraised of  Team procedures/processes and escalate any concerns or improvements as appropriate;
• Deputise for Assistant Manager, as requested to ensure all administration tasks are completed by the Team in an accurate and timely manner;
• Ensure that annual tax filings and AEOI reporting and all other legislative requirements are carried out with accuracy, in a timely manner, and in accordance with regulatory deadlines.

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

• Able to demonstrate good organisational and time management skills whilst providing a first-class client service;
• Prior relevant experience gained in regulated finance or professional services; 
• Either fully or part qualified in STEP, ICSA, or similar, with willingness to study;
• Sound educational background i.e. A Level/Baccalaureate or equivalent with GCSE Grade in English and Mathematics; 
• Drive development by using all learning and development resources available; and 
• Demonstrate solid IT skills.

Job Title: Business Development Support Officer

Location: Guernsey
Reports To: Senior Management Teams

Job Overview:

We are seeking a proactive, organised, ambitious and detail-oriented Business Development Support Officer to join our growing fiduciary business. This role combines administration responsibilities and marketing coordination. You will work closely with the Senior Management and Business Development Teams across multiple locations. This is a support function to promote the business and its development efforts.

This is a varied position suited to someone who is eager to contribute to the growth of the company. The role offers part-time or flexible working hours for the right candidate.

Key Responsibilities:

• Coordinate and track business development activities, including meetings, events, and follow-ups.
• Maintain and update CRM systems to ensure accurate records of leads and opportunities.
• Assist in planning and executing marketing campaigns (digital, print, and events).
• Planning and executing business development trips.
• Liaise with graphic designer and other third-party providers to coordinate content for social media platforms, newsletters, and website.
• Monitor campaign performance and prepare basic reports for management.
• Assist in developing and nurturing relationships and act as a communication bridge between internal teams and external parties where appropriate.
• Support event management (invitations, logistics, materials, follow-up).
• Support the preparation of proposals and presentations.
• Research and identify potential new opportunities, partners, and markets.
• Compile and analyse market and competitor intelligence to inform growth strategies.
• Help maintain the company’s websites and ensure branding consistency.
• Deliver on brand positioning, values, and messaging and ensure brand consistency across all external communications.

Qualifications and Skills:

• Excellent attention to detail and a methodical approach to task management.
• A pro-active problem-solver who takes charge and delivers with independence and drive
• Strong and confident communication and interpersonal skills, with the ability to liaise across departments and external parties.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook); experience with CRM and document management systems is a plus.
• Comfortable managing multiple tasks and working independently in a fast-evolving environment.

Desirable Experience:

• At least 2 years' experience in administration, business support or marketing coordination - ideally within a fiduciary, legal, or professional services environment.

• Knowledge of fiduciary or financial services.
• Exposure to digital marketing, branding, or content management.
• Familiarity with project coordination or internal audit support.

Key Attributes:

• Detail-Oriented: Committed to accuracy and thoroughness.
• Discretion: Handles sensitive matters confidentially and with professionalism.
• Proactive: Able to anticipate needs and take initiative.
• Organised: Skilled in prioritising tasks and maintaining structure.
• Collaborative: Enjoys working with cross-functional teams.
• Solution-Focused: Seeks out improvements and efficiencies.
• Initiative: Able to produce ideas and to find solutions.

Working Arrangements:

• Part-time or flexible hours available.
• Competitive salary based on experience and scope of role.

Role:          Fund Administrator – Real Estate

Reports to:       Relationship Director

Direct reports:    None

Job Level: 2

Job Purpose:

To assist with the financial administration and client management of a designated portfolio of closed-ended real estate and private equity structures. This includes oversight of fund entities, SPVs, holding companies, and investor vehicles. The role supports financial record keeping, audit preparation, investor communications and coordination with third-party property and asset managers, operating within established controls, guidelines and procedures.

Key Duties:

• Maintain financial records for fund entities, SPVs, holding companies, and investor vehicles, including sales, purchase, and general ledgers.

• Reconcile bank accounts and accounting records across all relevant entities.

• Process payments including fund expenses, capital calls and distributions, ensuring appropriate authorisation and documentation.

• Support the preparation and review of annual/interim financial statements and audit deliverables.

• Assist with fund valuations and NAV calculations for closed-ended structures.

• Monitor and maintain accurate records of capital calls, distributions and investor allocations.

• Conduct and maintain Customer Due Diligence (CDD) records for fund entities and investors, ensuring compliance with regulatory standards.

• Liaise with third-party property and asset managers to ensure timely delivery of reports, updates, and compliance with fund requirements.

• Support clients in overseeing the financial management of fund entities and related structures.

• Maintain investor communications, including updates on fund performance, capital activity and project milestones.

• Assist Relationship Directors with investor onboarding, periodic reviews and coordination of client-specific projects.

• Track and follow up on outstanding investor queries, ensuring timely resolution and high service standards.

• Ensure regulatory and tax filings are completed within appropriate timeframes.

• Other ad-hoc tasks as and when required.

• Ensure that timesheets are completed in a timely manner, with quality information provided, on a daily, weekly and monthly basis.

Key Performance Indicators (KPI’s):

• Time recorded electronically on a weekly basis.
• Utilisation target of 85%.
• Meeting of filing deadlines.
• Ensuring annual review and accounting deadlines are met.
• Monthly reconciliations up to date.
• Achievement of annual CPD target.
• Positive client feedback and timely resolution of service queries.

Skills and Experience

• 2–5 years of fund administration or accounting experience, ideally within real estate or private equity.
• Ideally a relevant professional qualification (AAT/ACCA or similar).
• Excellent computer skills including proficiency in Excel, Word and Outlook.
• Knowledge of Acumen or similar accounting software beneficial.
• Strong communication, attention to detail and analytical skills.
• Ability to work under pressure, independently and effectively prioritise workload to meet client needs.
• Proactive, motivated team player with a flexible attitude to complete additional tasks.

Behaviours and Competencies

Operational Excellence:

• Demonstrates the ability to make decisions based on insight and knowledge.
• Actively engages with clients to understand needs and will place a high priority on client service and satisfaction.
• Prioritises client issues and addresses them accordingly.
• Will keep up to date with business trends/ changes in law that will impact their role.

Client Excellence:

• Proactive in identifying opportunities and seeking solutions.
• Manages expectations so clients always feel valued.
• Takes responsibility for delivering superior products and services.
• Implements improvements to client service.

Commercial Awareness:

• Understands relevant local regulatory requirements

Interpersonal Skills:

• Manages internal and external stakeholders' expectations with regards to delivery, escalating concerns as appropriate.
• Deals with conflict in a controlled manner and can clearly communicate effective solutions.
• Builds credibility across all stakeholder groups and is able to engage with individuals across all areas of an organization on areas of specialism.

Compliance:

• Acts in a professional manner and produces accurate and timely work
• Acts with the highest level of integrity at all times and in the best interests of Aspida.
• Will be clear, open and transparent in communications with colleagues and customers.
• Promptly reports any issues (or possible issues) identified to line manager (or an appropriate member of the senior management team) for consideration and resolution.
• Never makes any statement that is misleading, false or deceptive.

I understand, acknowledge and accept the details contained within.

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Employee Name Signed Dated

Job Title: Trust Administrator / Officer

Location: Guernsey
Reports To: Trust Manager

Job Overview:

We are seeking a proactive, organised, and detail-oriented Trust Administrator / Officer to join our fiduciary services team. The role involves supporting the administration of a diverse portfolio of Trust, Company, and Private Client relationships. This position offers a great opportunity for someone eager to develop their career in trust administration and contribute to the efficient delivery of client services.

You will work closely with senior administrators and management to ensure that all client matters are handled accurately, efficiently, and in line with regulatory requirements and company standards.

Key Responsibilities:

• Assist in the day-to-day administration of Trust, Company, and Private Client structures.
• Draft correspondence, minutes, and documentation for clients and internal records.
• Maintain and update client due diligence and statutory records.
• Ensure all client and company data is accurately recorded within the internal database and electronic filing systems.
• Liaise directly with clients, beneficiaries, settlors, investment managers, bankers, and professional advisors.
• Support senior team members in ensuring compliance with internal policies and regulatory requirements.
• Contribute to ongoing improvements in administrative processes and client service delivery.

Qualifications and Skills:

• Excellent organisational and time management skills, with a strong attention to detail.
• Analytical mindset with the ability to identify and meet client needs effectively.
• Strong written and verbal communication skills.
• Confident working with Microsoft Office and database systems; familiarity with electronic filing and document management software is an advantage.
• A positive, can-do attitude with a willingness to learn and grow in a professional environment.

Desirable Experience:

• Relevant professional qualification (STEP or equivalent).
• Minimum of 3 years’ experience within a Trust, Company, or Private Client administration role.
• Understanding of fiduciary structures and client service standards.

Key Attributes:

• Detail-Oriented: Ensures accuracy in documentation and record keeping.
• Proactive: Anticipates needs and takes initiative to support the wider team.
• Organised: Manages multiple tasks and deadlines efficiently.
• Collaborative: Works effectively with colleagues and external partners.
• Professional: Handles confidential matters with discretion and integrity.
• Motivated: Keen to develop professionally within the fiduciary sector.

Working Arrangements:

• Full-time position.
• Competitive salary commensurate with experience.