Trainee Trust Officer

The Trainee Trust Officer will support the administration of trusts and companies within a supervised portfolio, assisting with daily tasks, client correspondence and regulatory requirements. This entry-level role provides structured training, exposure to core fiduciary processes and the opportunity to work towards relevant professional qualifications.

Duties and Responsibilities:

• Support the administration of a mixed portfolio of trusts, companies and foundations, completing day to day tasks under supervision
• Assist with payment processing, statutory filings across jurisdictions and clearing review points.
• Handle client and internal correspondence professionally and promptly
• Support compliance activities, follow standard operating procedures and maintain up to date AML awareness
• Record time accurately with clear narrative on the time recording system
• Draft emails for senior team members and provide general administrative support (e.g., photocopying, scanning, client data management)
• Carry out additional duties as reasonably required by management

Responsabilidades

Suntera Global is a leading international provider of fund, corporate and private wealth services, with over 45 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.

Requisitos

You will have good communication and organisation skills with the ability to work well with others. Experience of a similar client-facing environment is desirable.

Skills and Requirements:

• Good communication skills and the ability to work well with people
• Client focus and experiencing working with clients is desirable
• IT skills preferably with Microsoft packages
• Good attention to detail with an ability to work to deadlines
• Flexibility and a willingness to learn
• Proactive manner
• Driven to deliver a quality service
• Willingness to undertake relevant professional qualifications

Beneficios

Our Jersey office is located in the heart of the financial district in St Helier. Based in Castle Street, our office can be found mid-way between the junctions with Charing Cross and Commercial Street and is just a two-minute walk from the retail precinct on Queen Street. Suntera Trustees (Jersey) Limited is regulated by the Jersey Financial Services Commission.