Job Description

Job Title: Senior/Project Officer   

Jurisdiction: Guernsey

Department: Trust Services

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 assist with the migration of Trust and Company bank accounts from one banking service provider to another including, but not limited to:

• Co-ordinate client communications regarding bank account migration and applicable fees and track responses
• Co-ordinate completion of bank account opening forms and provision of necessary supporting documentation as required.
• Issue instructions to close existing bank accounts and transfer funds to new bank accounts when opened.
• Track progress and provide reporting on the status of the bank account migration and manage any action required by the Administration Team.
• Assist with ad-hoc tasks related to the project as and when required.

About You

Skills and Requirements:

• Good knowledge and understanding of the GFSC AML/CFT Handbook and Guernsey Legislation.
• Good knowledge and understanding of Trust and Company administration.
• Organisational and prioritisation skills.
• Good level of analytical and problem solving abilities.
• Good interpersonal skills.
• Good degree of flexibility and willingness to help others.
• Friendly, professional and approachable manner.
• Work independently and within a team.
• Attention to detail is essential.
• Good working knowledge of IT software, particularly Microsoft.

Key People

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

• Marcus Prevel – Acting Managing Director, Head of Private Wealth, Guernsey
• Sharon Cleal – Director, Head of Corporate, Guernsey
• Administration Team Managers / Administrators
• Compliance Team

Administrative Manager - Jersey

The Jersey team consist of three teams of administrators and a team of accounting staff as well as support and secretarial staff. Each of the administration teams manage their own portfolios of clients and structures. The fee earners within the teams are responsible for the administration of the various cases with an on-going responsibility for their SPVs including incorporation, establishment of transaction and day-to-day administration. The Jersey team manages wide portfolio of Jersey, Irish, Cayman and Bahrain SPVs

Some of the things you will be doing:

• Collaborate with your team to manage a portfolio of clients. Manage the workload of team administrators to ensure work is fairly distributed.
• Assist the team with technical matters and share knowledge where possible.
• Ensure that all statutory returns are prepared and submitted as required.
• Manage team interaction, conducting meetings as appropriate. Take care of and establish good relationships both internally and externally with third parties.
• Manage key client and intermediary relationships. Communicate openly in a professional manner. Conduct client and intermediary visits as required.
• Consider at all times the “Money Laundering” and “Know Your Clients” policies and report any concerns to your leader / Compliance Team.
• Proactively keep up to date with current industry issues. 
• Liaise with the Jersey Financial Services Commission from time to time as needed.
• Conduct meetings, produce minutes, resolutions and any other administration duties as requested.
• Pro-actively complete client take-on process and on-going reviews of clients.
• Ensure client records and systems are kept up to date for your portfolio of clients.
• Assist the Associate Director / Director in supervising staff within the team, including, mentoring, compliance with standard policies and procedures, recruitment, resourcing, training and development.
• Assist the client accounting team in the co-ordination of the accounts, corporation tax preparation and liaison with external auditors, where relevant.
• Provide new, innovative ideas on how to improve the efficiencies of daily tasks.
• Assist in the management of the financial affairs of the team, including budgeting, monitoring against performance, review of staff time charging, preparation of fee proposals for new and existing clients.
• Contribute to the department's strategy for growth and participate actively in team and management strategy sessions.

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

• Law Degree / ICSA / STEP / ACCA qualified
• Comprehensive administrative experience (8+ years) 
• Broad understanding of the wide range of corporate services offered by Intertrust globally
• Specific, comprehensive experience from a fiduciary environment
• Have expert knowledge of local legislation / Corporate Governance
• Strong people management skills and the ability to inspire and develop junior staff members
• Ability to manage a team 
• Effective communication and interpersonal skills
• Ability to formulate, consider and select the most appropriate solutions
• Ability to work effectively in a team environment

Temporary Recruiter, People & Culture

Oak Group offers innovative private client, corporate and fund administration services tailored to our clients' needs. The Group is headquartered in Guernsey and has offices in Jersey, Mauritius, and the Isle of Man. We prioritise continuous growth and development of our people, recognising that their success is the foundation of excellent client service and business growth.

The purpose of the role is to oversee and maintain job adverts on Oak's website whilst also reviewing CV’s, screening applicants and managing correspondence with candidates. You will also work closely with the Oak Marketing Team to ensure vacancies are advertised via social media as well as conducting interviews.

​This role is to start as soon as possible, for an initial 6 months. The ideal candidate will have previous experience in a recruitment position (in-house or agency) and will have a good understanding of local employment laws.

To apply please click on the ‘apply for this job’ button, or to find out more about this exciting opportunity please email people@oak.group

ROLE PROFILE

Job Title:       Trust Administrator (Trust and Company)

Team:         Trust Team

Reporting to:      Senior Trust Manager

Hours:         37 hours per week (part time hours will be considered)

Salary:         Dependant on experience

The Company

Bourse is a small and friendly, privately owned, company with approximately 25 employees based in Guernsey. Our trustee services cover UK non-domiciliary trusts, employee benefit trusts and company management. We also provide individual and company pension administration services.

The role

The individual will provide essential administrative support to a small team by maintaining client due diligence, raising payments in the banking system, drafting minutes and other correspondence etc. They will be provided with the necessary training and support, so that as their experience develops they will work towards taking on their own portfolio of clients. They will be encouraged to study towards a professional qualification (STEP or ICSA).

The role would someone with the following skills and experience:

• A strong academic background (minimum ‘A’ level standard)
• Good numeracy and communication skills
• Good IT skills
• Curiosity and a desire to develop themselves
• Methodical with an excellent attention to detail
• 1-2 years’ experience in trust company preferred

Administrator - Trust

This job involves assisting senior staff in dealing with the daily administration of a defined portfolio of clients, in an efficient, accurate and timely manner.

As part of a structured induction programme and ongoing training, you will learn the general administrative tasks relating to Trust & Company administration, whilst aspiring to achieve a first level, relevant trust qualification.

You will work in a company that places great emphasis on both career and personal growth, with support to develop your own career path during your time working with us.

Job Responsibilities

• Assist, set up and maintain statutory records including minutes of directors and shareholders meetings, trustee resolutions.
• Complete day to day bookkeeping for companies and trusts up to trial balance.
• Assist, then with experience and training become competent in liaison with bankers over remittance of money, deposit accounts and investment transactions.
• Open trust and company bank accounts.
• Liaise with brokers over investment transactions and settlement instructions.
• Assist and after training have a working knowledge of the formation of limited companies and setting up of new trusts.
• Liaise with clients and associates by telephone and written correspondence.
• Be aware of compliance procedures and ensure that all documentation regarding client review is provided to client reviewers in a timely manner.
• Acquire a good working knowledge of the computer system and post relevant information as required.
• Ensure proper completion of all aspects under the PlainSail timekeeping system.
• Ensure that all office and departmental procedures are adhered to.
• Any other relevant duties as requested by your Manager.

Profile Required

• Respond positively and promptly to client demands, providing consistent high quality service.
• Ensure procedures are followed appropriately so that high quality work is produced.
• Prioritise effectively in order to meet targets, deadlines and objectives set by managers.
• Where possible, find solutions to problems prior to approaching manager or colleagues.
• Review all work before handover to the line manager.
• Assist other colleagues within the team or another team when they are in need of support.
• Work on building expertise and attend agreed relevant courses to improve technical knowledge and to undertake and attain a relevant qualification.

Skills and Requirements

• Minimum of 5 GSCEs, including Maths and English at C grade or above.
• No previous experience in the finance industry is required for this role.
• Competent IT skills and proficient in all Microsoft applications.
• Good communication skills.
• The ability to develop effective relationships at all levels.
• Effective organisational and planning skills.
• Accuracy and attention to detail.

Assistant Manager, Fund Solutions – Jersey

CSC is a leading provider of fund administration and outsource services. We put our clients at the heart of our business, providing accurate, efficient and bespoke reporting to them and their investors. You will be required to ensure client records are clearly and accurately updated with all correspondence, communicate openly and honestly with clients on a regular basis and establish good relationships with your clients and team.

This position sits within a team working on one of CSC Jersey’s key clients, along with several other clients which sit in the team’s portfolio. You will be working on an active European based client with a focus on the life sciences sector and in addition to having daily interaction with this client, will have the opportunity to attend interesting and engaging board meetings held in Jersey. 

Some of the things you will be doing:

• Collaborate with your team to manage your client's portfolio, offering advice from our internal processes.
• Pro-actively take on additional responsibilities and administration tasks as required by your clients and/or manager. 
• Become an expert in technical matters relating to funds, including any regulatory requirements that are applicable to your clients.
• Consider at all times the “Money Laundering” and “Know Your Clients” issues and report any concerns to the Compliance Team. Have a clear understanding of what constitute ‘trigger events’ for our clients and ensure that policy and procedure is followed in these instances.
• Become a subject Matter Expert (SME) for NAVOne; providing training to the team so that you enhance the skillset of the team as a whole and help develop others to become SMEs.
• Review of administration outputs for issue to investors/third parties, or for subsequent review by the client. Also ensuring that checklists have been followed by the team and that the team have a clear understanding of what is required in each step.
• Pro-actively manage and develop client relationships, playing a key role in business development.
• Ensure delivery of client service meets agreed service standards set by CSC and the client, and is compliant with risk management policies, procedures and practices.

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

• Hold a CGI or equivalent professional qualification or be studying towards this.
• Be able to deal with tasks independently and use own initiative.
• Must be committed and driven to achieving excellence for themselves and their client.
• Be pro-active and forward thinking.
• Experience in a similar role.
• Knowledgeable in NAV One and Investran, or other similar business systems.