Job Description

Job Title: Associate Director, Operations

Jurisdiction: Guernsey

Department: Private Wealth

Reports to: Managing Director

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:

• Develop, maintain and enhance local operational policies and procedures in conjunction with relevant stakeholders to ensure they meet requirements in relation to compliance with all applicable laws, Group policies etc.
• In collaboration with the other senior stakeholders , create and implement an effective and scalable operational excellence strategy, to improve efficiencies, client service quality and productivity across the Client Service Teams
• Identify and deliver training, in conjunction with Group Learning and Development and external parties, where relevant, in respect of key policies and procedures and areas of improvement identified through Compliance Monitoring Programme and Review Team action points
• Liaise with counterparts in other jurisdictions to share good practice and to move towards a more standardised operating model
• Responsibility for key banking relationships   
• Provide adhoc project support as required
• Act as a role model to embed a culture of technical excellence

About You

Skills and Requirements:

• Strong level of technical knowledge, including a detailed knowledge of local regulatory requirements
• Commercially minded and has ability to challenge
• Strong communication skills (both written and oral) with all levels of staff
• Confident decision maker with the ability to influence and negotiate effectively
• Excellent interpersonal skills with the ability to develop strong relationships within the Company, Group and with third parties
• Good leadership skills and able to work well within a team
• Ability to set and meet objectives
• Proactive and able to use initiative
• Strong analytical and problem-solving skills
• High degree of 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.

• All Guernsey Directors / Managers
• Marcus Prevel -Managing Director
• Jacques Loubser – Head of Compliance & MLRO, Guernsey
• Mark Reynolds – Chief Operating Officer
• Wendy Williams – Global Head of Enterprise Change Management

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

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.

Manager, Trust & Corporate - Guernsey

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 establish and develop relationships with their team, clients and intermediaries and build the reputation of Oak as a client focused business. The ideal candidate will hold or be working towards a relevant professional qualification e.g. ACCA, STEP, ICSA with a minimum of 5 years post qualifying experience or at least 10 years industry experience.

SENIOR TRUST OFFICER - JERSEY

We're looking for a highly motivated professional with at least five to ten years' experience in managing a portfolio of clients including company and trust structures to join our Private Wealth & Corporate Services office in Jersey.

As Senior Trust Officer you'll be responsible for the day-to-day administration of a portfolio of fairly complex client cases.

Other duties include:

• Liaising with client and intermediaries asset managers and other third parties
• Assisting in developing new business opportunities
• Assessing and managing risk situations to avert potential risk issues
• Regularly reviewing work in progress on client portfolios

You'll qualify as a 'C' category person under the Jersey Financial Services Commission guidelines and have a proven track record in client relationship management and handling complex offshore fiduciary issues. Excellent communication skills time management and organisation skills are also required.

Five years' Jersey residency required for this role as required by Control of Housing and Work (Jersey) Law 2012.