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

Consultant, Private Equity

A vacancy has arisen in our Private Equity (PE) Operations team. This is a team of who offer a first class service to a large PE client and work as a close team to ensure deliverables are met.

You will be working as a key member within the investor administration team whilst providing additional support to the wider team that administers a large secondary fund client with an active investment portfolio.

Key components of the role include liaising with internal teams and the Investment Advisor, completion of cash management tasks, completion of all aspects of investor administration and dealing with ad-hoc queries as they arise, all within scheduled timeframes and ensuring that all client KPIs are met. This will also include the expectation of achieving signatory status once the probationary period is complete.

The key responsibilities of the role include:

• Providing a premier client service by building strong relationships with the Investment Advisor and any other third parties
• Developing a thorough knowledge of your client and their bespoke requirements with regards to key processes
• Working closely with the client to resolve queries
• Undertaking a daily cash management process in line with a cash management policy and actioning ad-hoc cash management items as and when they arise;
• Processing and self-reviewing FXs, as needed
• Processing invoices on the client’s bespoke system
• Arranging for amendments to loan facilities, as required
• Completion of client monies and bank reconciliations on a monthly basis.
• Completion of the investor transfer process
• Processing investor contact and bank detail updates
• Monitoring of investor audit confirmations
• Monitoring mailboxes, completing tasks assigned by the team leader or other senior team members;
• Attending meetings with directors and writing minutes timely including self-review
• Assisting the client and lawyers with the formation and set-up of special purpose vehicles;
• Adhering to constitutional documentation for ongoing entity operations;
• Ensuring that you comply with all controls and procedures outlined in the procedures manual and general company policies
• To identify efficiencies and areas for improvement to reduce risk and become more efficient
• Working closely with legal/compliance to ensure all funds are in compliance with the relevant regulatory authorities;

Skills/ Qualifications:

The successful candidate will benefit from having:

• Previous experience as a Senior Fund Administrator with a signatory element
• Possess excellent organisation skills with the ability to handle multiple priorities
• Have customer service orientation with a concern for quality;
• Good analytical and problem solving skills
• Initiative to prepare procedures and checklists to assist others
• Ability to set priorities and manage deadlines
• Advanced Excel Skills and knowledge of Investran would be an advantage

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