Private Wealth | Guernsey | Full Time | December 2024
About Suntera.
Suntera Global is a leading international provider of fund, corporate and private wealth services, with over 40 years of experience and 550+ specialists supporting a diverse range of industries worldwide, empowering responsible ambition through professional delivery of governance, administration and accounting services, all while focusing on strong relationships and continually evolving to provide the best possible service to clients.
About The Role.
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.
Your duties will include:
* 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 operational section in particular.
* Such other duties as the jobholder’s peers may reasonably request.
About you.
The following attributes would be advantageous in the role:
* 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.
* Work with integrity, resilience and flexibility in order to manage the day to day requests from clients.
* 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.
* Ability to set and meet objectives.
* Proactive and able to use initiative.
* Excellent organisational skills.
* A positive and flexible approach to work.
* Organisational and prioritisation skills.
* Integrity.
* Inspires client and team confidence.
* Adaptable and versatile.
* Assertive and confident.
* Discrete and tactful.
* Emotional resilience.
* Appropriate office conduct and attitude to work.
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. The training and career opportunities that come as standard with a dynamic and rapidly growing group of companies, will allow you to develop both professionally and personally.
Our application process is straightforward. Contact one of our friendly team members and they will reply to you swiftly.
We are always looking for charismatic and enthusiastic people to join our group. If you think you would thrive in a dynamic environment, then take this exciting opportunity and apply for this role by completing the form.
All applications need to have an accompanying CV. When you submit the form an email will pop up addressed to the HR team. Please attach your CV and send.
By submitting this form you agree to Suntera Group Limited processing your data for the purpose of your application. Please review our privacy notice for more information on how we process data.
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