Trust Officer

 SALARY

Competitive

 LOCATION

Jersey

 

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 with a range of comprehensive benefits.

About the Role

Due to expansion in our service offering and our commitment to providing best in class solutions, we are looking for a dedicated individual to join our trust team as a Trust Officer.

You will be responsible for proactively managing and exceeding expectations for a balanced portfolio of international clients. You will support your Manager and Director in a timely manner with the administration of trust, companies and foundations on a day-to-day basis. You will also have the opportunity to:

• Be aware of and fulfil all statutory requirements for various jurisdictions including Jersey, Guernsey, BVI, Isle of Man, Hong Kong, Cayman, UK and others where applicable;
• Ensure the timely management of all payments either directly to clients or for individual entities;
• Clear historic review points in line with day-to-day administration;
• Assist in all relevant compliance matters as necessary;
• Provide effective management of both your own workload and that of your junior team member; and
• Ensure all CPD and AML training is up to date and provide regular reporting to management to advise of resourcing, training, and information requirements.
  

About You

You will be a Jersey Entitled resident with good organisational skills and experience working in a trust and company administration environment. The following attributes would also be advantageous:

• STEP/ICAS or other relevant qualification;
• Strong communication skills, both written and verbal;
• Appropriate computer knowledge; and
• A good understanding of general compliance.

This is an exciting opportunity to join a dynamic and growing team in our Jersey office. You will be rewarded with a competitive salary, performance-related bonus, and full training, with career opportunities commensurate with a growing team sitting within a large independent group of companies.

 

Trust Officer

 SALARY

Competitive

 LOCATION

Jersey

 

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 with a range of comprehensive benefits.

About the Role

Due to expansion in our service offering and our commitment to providing best in class solutions, we are looking for a dedicated individual to join our trust team as a Trust Officer.

You will be responsible for proactively managing and exceeding expectations for a balanced portfolio of international clients. You will support your Manager and Director in a timely manner with the administration of trust, companies and foundations on a day-to-day basis. You will also have the opportunity to:

• Be aware of and fulfil all statutory requirements for various jurisdictions including Jersey, Guernsey, BVI, Isle of Man, Hong Kong, Cayman, UK and others where applicable;
• Ensure the timely management of all payments either directly to clients or for individual entities;
• Clear historic review points in line with day-to-day administration;
• Assist in all relevant compliance matters as necessary;
• Provide effective management of both your own workload and that of your junior team member; and
• Ensure all CPD and AML training is up to date and provide regular reporting to management to advise of resourcing, training, and information requirements.
  

About You

You will be a Jersey Entitled resident with good organisational skills and experience working in a trust and company administration environment. The following attributes would also be advantageous:

• STEP/ICAS or other relevant qualification;
• Strong communication skills, both written and verbal;
• Appropriate computer knowledge; and
• A good understanding of general compliance.

This is an exciting opportunity to join a dynamic and growing team in our Jersey office. You will be rewarded with a competitive salary, performance-related bonus, and full training, with career opportunities commensurate with a growing team sitting within a large independent group of companies.

 

 

 

 

 

 

 

 

 

 

 

 

 

SENIOR ACCOUNTS OFFICER

_______________________________________________________________________________

 

We are an independent fiduciary services company which is our strength as our very success depends on maintaining our reputation for providing a high level of personalised and efficient service in a small but highly competitive and knowledgeable market.

 

Our clients are wealthy individuals, families and institutions who need more than a fiduciary. In addition to providing fiduciary and family office services, we have an extensive network of advisers on tax, estate planning and investments. Similarly we offer guidance on choosing related service providers such as bankers, property managers and insurers.

 

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

 

To work closely with team members to deliver a consistent high quality service in the maintenance of financial records of a portfolio of Trust, Company and Private Client relationships.

 

Duties and Responsibilities

 

•   Preparation of Trust and Company accounts

•   Maintaining records in order to deal with accounts filing deadlines for tax and other regulatory purposes

•   Review of financial records including bank account and investment portfolio reconciliations and investigation of queries

•   Review of the financial records generally and preparation of Financial Reports to include monthly and quarterly reporting as well as annual financial statements

•   In-house technical support to all staff on accounting matters

•   Adopting a pro-active approach regarding the implementation of new systems, procedures, standards etc, to comply with internal and external requirements.

•   Preparation of in house companies’ accounts where required

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

•   Assisting with projects and ad hoc assignments as and when required

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

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

 

Person Specification

 

•   Previous relevant experience

•   Part qualified or willing to undertake study for a professional qualification such as AAT, CAT, ACCA or ACA.

•   Enthusiastic

•   Accurate with good attention to detail

•   Excellent time and organisational skills

•   Excellent oral and written communication skills

•   Strong interpersonal skills

•   Enjoyment of working within a busy team within the Firm and contributing to the efficient operation of the portfolios

•   Ability to work with a comprehensive IT package including electronic filing of correspondence and permanent records and use of flexible database system

 

Additional Information

 

Reports to:       Accounts Manager

Direct reports:       None

Signatory:      

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Signed

 

Role holder

Name……………………………………………..Signature……………….……..…………….........

 

 

Line Manager

Name……………………………………………..Signature……………….……..…………….........

Business Support Specialist

 

Reports to Senior Operational Support Manager

Opportunities have arisen for individuals to assist with providing support to the business in improving, testing and migrating data within the current Company Registry System. We are on the lookout for bright individuals to join our team, who are motivated and want to deliver excellence and ensure exceptional support to our client facing teams.

We are seeking someone with experience in either the Corporate Services or Private Equity sector to join our Operational Support Team, gaining exposure to multiple clients in all jurisdictions (Guernsey, Jersey, Luxembourg, UK, USA, Ireland).  Any knowledge of Viewpoint would be of benefit but is not essential to the role.

Key responsibilities:

• Play a key role in the migration and reconciliation of data from one system to another as well as taking an active part in testing, maintaining and improving the core system offering
• Attend planning and set up meetings to gain an understanding of client requirements
• Review and identify data issues within the system ahead of migration
• Review and reconciliation of migrated data
• Liaise with the Client Facing Team to discuss issues/questions that occur and plan a resolution
• Assist with reconciliation and testing of migrated data
• Assist with user acceptance testing regarding Change Management Deployment, Fixes and Upgrades
• Attend post migration meetings as well as contribute to the go live decision with the Project and Client Facing Team
• Build relationships with the various product teams and jurisdictions to assist them and the group in utilising the core system to its fullest
• Have a vested interest in the success of the migrations and strive to ensure that benefits are being realised as part of the project
• Work closely with the Operational Support Team and escalate any issues or concerns.

 
Skills, knowledge, expertise:

• The candidate will preferably be studying towards a relevant professional qualification (e.g. ACCA, ACA or ICSA), or be willing to
• Some technical financial services knowledge (to be supported through the Aztec Academy)
• Good communicator both orally and written
• Ability to work independently and as part of a team
• Good organisational and time management skills
• The ability to follow procedures and document findings
• Travel may be required to other jurisdictions

 

Guernsey

Trust Accounting Administrator

We have a fantastic opportunity for a Trust Accounting Administrator to join our team in our Guernsey office.

The successful candidate will be responsible for maintaining ledgers for a large portfolio of clients and assisting the team with basic accounts preparation and a variety of accounting projects. You will be educated to ‘A’ level standard and have basic bookkeeping experience and be looking to commence or have recently commenced study towards a relevant professional qualification.

 

Key responsibilities 

• Reconciliation of bank, investments and other ledger balances under supervision of the Trust Accounting Supervisors.
• Daily upload of bank and security transactions.
• To assist the Trust Accounting Supervisors in accounts preparation and other projects as and when required.

 

Minimum Education and Experience:

• Educated to ‘A’ Level standard.
• Basic bookkeeping experience.
• Recently started or looking to commence study towards a relevant professional qualification.

 

Required Skills:

• Good communication skills.
• Competent with Microsoft Office products and office applications.
• A positive ‘can do’ attitude.
• Willingness to be flexible on tasks to ensure relevant deadlines can be achieved.

 

Apply

We aim to view and assess all applications as soon as we can, but please note that we may not be able to get back to you until after the closing date.  We do encourage you to apply well in advance to ensure your application is received and we are able to meet with you as soon as possible if you are successful.

 

Applying with a disability

We are committed to ensuring a great experience for colleagues with a disability.  Should you be successful after the initial application stage, please discuss any adjustments that you may require with your recruitment contact.

Commitment to diversity

We want you to bring your full self to work and maximise your potential. Praxis is a place where everyone can thrive, whatever their gender, ethnicity, disability, sexual orientation, and socio-economic background.

 

 

Private Client Administrator

Location

Guernsey

 

The Administrator Private Clients

 

Senior Administrator, Corporate and Legal Solutions (Corporate Services)

Location: Guernsey

Department: Corporate and Legal Solutions

Vacancy type: Permanent

The position

The Senior Administrator will assist in the day to day administration of a portfolio of client structures comprising a mixture of private equity and real estate investment structures as well as EBTs/Pension arrangements. All fiduciary services are provided 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 a Senior Administrator you will also be expected to undertake any such duties that are deemed a reasonable requirement, for example, participating in projects that are related to the role. In addition, you will be required to participate in business and social events organised for staff.

Your Responsibilities

• To assist in the administration of a portfolio of clients structures;
• Liaise with lawyers, accountants, tax advisors and banks as well as other Intertrust offices;
• Providing support to other team members in respect of correspondence preparation and general administrative duties;
• 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;
• Ensure that fee collection and chasing/collection of debtors is completed in a timely manner;
• May liaise with the Accounts Team in respect of annual accounts for companies and EBT portfolio of clients, as requested;
• Action any compliance review points in a timely manner;
• Drive development by using all learning and development resources available (ELLA);

Your Profile

• Prior relevant experience gained in regulated finance or professional services;
• Sound educational background, i.e. A Level/Baccalaureate or equivalent. GCSE Grade in English and Mathematics;
• Either part qualified, or willingness to study toward a full professional qualification such as ICSA/STEP;
• Demonstrate technical IT skills.

About Intertrust Group

Intertrust Group is a global leader in providing tech-enabled corporate and fund solutions to clients operating and investing in the international business environment. We have over 4,000 employees across 30 jurisdictions in Europe, the Americas, Asia Pacific and the Middle-East. Together as a team we deliver high-quality, tailored fund, corporate, capital market and private wealth services to our clients, with a view to building long-term relationships.

 

What we offer you

Working at Intertrust means entering a dynamic, international and growth-oriented company. We provide you with outstanding opportunities for your professional and personal development through our local and global Intertrust Academies. Our International Mobility program enables talented employees to gain working experience abroad. We offer a competitive salary and benefits, commensurate with your qualifications and experience.