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