Director of Trust and Corporate Administration / Director, Corporate Legal Solutions, Private Clients - Guernsey

Intro: 

To act as Director on Private Client cases, providing fiduciary services 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 Director, Private Clients you will also be expected to undertake any such duties that are deemed a reasonable requirement, for example, leading and managing any relevant projects that are related to the role. You will be expected to act as an Ambassador for CSC Guernsey and Group representing the firm to raise awareness in the business community. 

Some of the things you will be doing: 

• Ensure CSC business goals and local strategy are aligned, understood and communicated effectively internally and externally. Leading the Guernsey private clients business; 

• Contribute to the strategic success of the business by ensuring that financial targets are met; 

• Identify and develop growth opportunities through new business and the extension of the existing client base to include opportunities to refer business throughout the Group; 

• Provide a high level of technical expertise/knowledge on complex cases;  

• Ensure all clients receive a consistent, professional and personal quality service; 

• Take the lead on all contentious client relationships and matters, resolving fee disputes and client concerns;  

• Proactively keep an up-to-date awareness of current industry issues and mitigate the potential negative impact on clients/Guernsey business;  

• As directors of client entities and Guernsey corporate trustee/director entities, to make informed and independent decisions on client transactions backed by supporting information and relevant legal and/or tax advice; 

• Periodically consider higher than normal risk factors impacting the entities in your client allocation. Where appropriate conduct a business assessment in conjunction with the compliance department; 

• Provide leadership, technical guidance and management support to the Associate Directors, Managers, Assistant Managers and Administrators responsible for the day to-to-day administration of client entities; 

• Contribute to the continuous development of the Guernsey private clients team by identifying staff training needs and the active participation in recruitment and succession planning; and 

• Foster good relations between management and staff by demonstrating integrity through effective and open communication with the Guernsey team. 

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

• Evidence of relevant experience in regulated finance or professional services, with the most recent position held in a senior team leading role; 

• Must be able to demonstrate sound leadership skills and management experience; 

•  Solid understanding of the business and markets applicable to the business;  

• Ability to build a successful network of internal and external contacts;  

• Be a technical expert on client structures, including any regulatory requirements; 

• Professional qualification such as ACCA, CGI, STEP or equivalent; 

• Solid IT technical skills; and 

• Drives personal development using all the resources available to achieve success. 

Transformation Officer - Guernsey

We’re looking for an enthusiastic Transformation Officer who demonstrates our core values and wants to build a rewarding career delivering client service excellence. 

This role is a permanent contract, working within our transformation department to assist with driving organisational change across the Trust Group through the enhancement of processes through technology. This role has a key focus on designing, developing, and maintaining PowerBI dashboards and reports in Azure Data Lakes, and introducing the use of AI to manual processes.

About your role

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

• supporting transformation initiatives through the co-ordination of activities that promote business improvement and align with organisational goals 
• performing diverse technical administrative tasks, such as scheduling and workflow planning, and providing operational support to business teams 
• gathering, interpreting and summarising data to aid decision-making, notably utilising PowerBi reports to visualise key client, financial, and operational metrics 
• processing specialised moderately complex issues and escalating more advanced queries 
• automating and optimising data pipelines to enhance efficiency and reduce manual processes
• conducting data validation, quality assurance, and ensuring consistency across datasets
• providing training and guidance to end-users on PowerBi usage and best practices
• guiding and encouraging less experienced team members in their professional growth
• guiding teams through change of processes to aid their understanding of new systems and technologies to help foster adaptability

We’re looking for someone with

• very good technical knowledge and understanding to enable delivery of a range of activities within business transformation and technology enhancement 
• a relevant qualification, or working towards a relevant qualification, along with meeting CPD requirements  
• effective communication skills and the ability to converse with a range of people along with the ability to produce documentation of a slight to moderately complex nature with high accuracy and attention to detail 
• the ability to identify and resolve slight to moderately complex issues, with support and direction 
• a pro-active and self-sufficient approach to meet deadlines and objectives, with support and direction as required 
• the ability to work to specified standards and service levels along with demonstrating a wider thought process around tasks, such as potential impact of actions and associated risk 
• a positive and committed approach
• proficiency in Power BI, including experience in developing dashboards, reports, and data visualizations to support business decision-making

Job Description

Job Title: Trainee Trust Officer

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

Duties and Responsibilities:

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 work given including day to day administration and communication within the team.

The Trainee Trust Officer will demonstrate the behaviours we value, which are Empowering Responsible Ambition.

• 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 workload, seeking advice and direction from colleagues as appropriate.
• Provide a high level of service across the team and other colleagues alike.
• Maintaining client records as and when required.
• The completion of all administrative tasks within agreed time frames.
• 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 procedures manual in general and the SPWGL operational section in particular
• Such other duties as the jobholder’s peers may reasonably request.

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.
• A positive and flexible approach to work.
• Organisational and prioritisation skills.
• Flexibility and willingness to help others.

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.

Key People

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

• Gill Le Prevost – Manager
• Julie Page – Associate Director, Private Wealth

Corporate Secretariat - Guernsey

We’re looking for an enthusiastic Corporate Secretariat who demonstrates our core values and wants to build a rewarding career delivering client service excellence. 

This role is a permanent contract, working within our communications department where you will be responsible for ensuring effective governance by coordinating board meetings, maintaining clear communication between directors and senior management, and maintaining statutory records along with accurately recording board decisions, facilitating corporate governance improvements and supporting the board in decision-making processes across multiple entities.

About your role

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

• providing statutory secretarial services for Guernsey, Switzerland, Cayman and Dubai and for Saffery’s main in-house companies, including day to day minutes, Board meeting management, quarterly minute reporting, governance-related projects and minute template development 
• scheduling board meetings, preparing agendas, and ensuring timely distribution of board papers along with provision of guidance on the content and structure of board papers to ensure clarity and effectiveness 
• developing and maintaining strong, proactive relationships with board members, serving as a key source of information to advise and facilitate efficient and timely communication between the board, its committees, senior management, and non-executive directors 
• recording board decisions clearly and accurately through minute taking and the recording and tracking of action points, ensuring a comprehensive and precise account of discussions and resolutions and communicating board decisions to the relevant members of the management team via quarterly and ad-hoc minutes 
• developing and maintaining a corporate governance improvement plan, ensuring regular reviews and updates based on board evaluations 

We're looking for someone with

• sound technical knowledge and demonstrated technical ability within the corporate governance arena, ideally within a regulated environment, to include relevant legislation, corporate governance codes and audits, and statutory and regulatory requirements 
• successful attainment of a relevant qualification, (ICSA/STEP Diploma or equivalent) along with meeting your CPD requirements  
• very good written and verbal communication skills and the ability to converse with a diverse range of people along with the ability to develop and maintain effective relationships both internally and externally 
• the ability to produce and/or review a range of documentation which may be of a moderately complex nature with high attention to detail and accuracy 
• critical analysis skills to enable review of existing processes and procedures, along with the ability to formulate ideas and concepts 
• the ability to work to deadlines and project plans (some of which may involve mid-term planning) with minimal direction to ensure that objectives are achieved  
• the ability to consider and select the most appropriate solutions to a given situation while adopting a commercial approach so that consideration is given to an activity’s impact on the business and client service excellence  
• management skills which demonstrate the ability to understand, inspire and develop others along with personal qualities of integrity, discretion and tact

Pensions Administrator - Guernsey

Job summary:

A key part of the role would be to provide extensive support to the team to ensure continuity of the high-level service that is expected by our private clients. This role will play an integral part in our customer service and organisational strength of the team. Good verbal and communication skills are essential, along with a strong ability to multi-task. On the job training will be given on an on-going basis which will be supported by external courses, as and when required. In addition, full support will be given regarding professional study/ continuing professional development.

Job accountabilities:

Day to day running of own portfolio of clients which will include:

• Processing complex investment solutions in a timely and accurate manner
• Liaising with professional intermediaries to source and implement tax, legal and investment advice
• Statutory work – ensuring that statutory records are kept up to date and are accurately maintained at all times
• Entity reviews – ongoing periodic reviews of entities as per risk classification
• Responding to queries raised via the Compliance Monitoring Program
• Processing of new business, liaising with compliance department
• Processing of internal and external payments
• Collection of fees and active chasing of any debtor positions
• Collation and review of financial data relevant to the entity
• Ongoing review of appropriateness of appointed third parties, such as investment and financial advisers.
• Liaison with our respective departments regarding accounting and taxation issues
• Liaison with clients and intermediaries both by telephone and in writing
• Assist more junior staff with queries/problems being encountered and assist in the resolution thereof
• Adhere to scheme rules, policies and procedures and the relevant legislation
• Pro-actively raise issues to line manager
• Comply with compliance and risk procedures
• Provision of high quality and timely client service

Minimum education and experience

• Ideally educated to ‘A’ Level standard, or beyond

Required skills

• Ability to multitask and respond quickly to client/intermediary requests
• Excellent communication skills
• Excellent attention to detail
• Good numeracy and computer skills
• A positive ‘can do’ attitude
• Previous experience of managing own portfolio of clients
• Good team player
• Ability to work to deadlines with the minimum of supervision

SENIOR ACCOUNTS OFFICER

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As part of the Summit Group, we are an independent fiduciary services company providing a bespoke personalised service to wealthy individuals, families and institutions.

With key operations in Guernsey, Jersey, Geneva and Dubai, across the group we are currently 150 people of which c. 40 are based in Guernsey. Our team has a wide experience of dealing with wealth and estate planning for private individuals and complex structures for both individuals and institutions across the world.

Role overview

As a Senior Accounts Officer, you will collaborate closely with team members to ensure the maintenance of financial records for a portfolio of Trust, Company, and Private Client relationships, delivering consistently high-quality service.

Duties and Responsibilities

•   Preparation of Trust and Company accounts

•   Maintain records to meet accounts filing deadlines for tax and regulatory purposes

•   Review financial records, including bank accounts and investment portfolio reconciliations and investigate queries

•   Prepare financial reports, including monthly, quarterly and annual financial statements.

•   Provide in-house technical support on accounting matters

•   Proactively implement new systems, procedures and standards to comply with internal and external requirements.

•   Prepare accounts for in-house companies as needed.

•   Liaise with investment managers, bankers and other related professionals where appropriate

•   Assist with projects and ad hoc assignments

•   Maintain a good knowledge of compliance and anti-money laundering practice

•   Such other duties as may be required from time to time

Person Specification

•   Relevant experience in a similar role

•   Fully -qualified with a professional qualification (AAT, CAT, ACCA, ICA)

•   Enthusiastic and detail oriented

•   Excellent time management and organisational skills

•   Strong oral and written communication skills

•   Exceptional interpersonal skills

•   Enjoy working in a busy team environment and contributing to the efficient operation of portfolios

•   Proficient with IT packages, DMS systems and other databases. A knowledge of NAVOne would be highly advantageous, but not compulsory

Additional Information

Reports to:       Operations Director

Direct reports:       None

Signatory:      

Signed

Role holder

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Line Manager

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