Suntera Global
Temporary Client Relationship Manager
Suntera Global, Guernsey, Wyoming, United States, 82214
Temporary Client Relationship Manager – Suntera Global
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.
About The Role To assist the senior members of the team in providing efficient, timely and high-quality administration services to a portfolio of often ultra‑high net worth clients in order to earn a defined revenue contribution to Suntera’s gross profit. Joining an administration team focusing on a diverse range of client structures, including trusts, companies, foundations, protected cell companies and limited partnerships. The structures include trading companies, traditional financial investments, private equity and very early‑stage tech start‑up companies, art and commercial/residential properties. The structures can oversee entities located in a number of external jurisdictions.
Your Duties Will Include
Preparation and inputting of tax returns to ensure timely submission by the November deadline
Processing of payments including distributions, fees and third‑party invoices
Assist with periodic reviews of trust structures to ensure compliance with regulatory requirements and internal policies, procedures and controls
Track and follow up of action points to ensure timely completion
Drafting of fee amendment notices
Preparation and inputting of annual validations to ensure timely submission by the January deadline
Completion of internal checklists
Accurately input and maintain data within the NAV One system
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.
About You Skills and Requirements:
A minimum of 2 years’ experience in a varied trust and company environment
STEP/CGI/ACCA/ACA qualified or equivalent or studying towards such a qualification
Excellent grasp of oral and written English
Good working knowledge of Word, Excel and Outlook
Excellent communication skills
Excellent relationship management skills
Ability to manage priorities and multiple deadlines in a dynamic and proactive way
Team player
Efficient approach to administration
Integrity
Inspires client and team confidence
Adaptable and versatile
Assertive and confident
Discrete and tactful
Emotional resilience
‘Can do’ attitude
Role model
Appropriate office conduct and attitude to work
Seniority Level
Entry level
Employment Type
Full-time
Job Function
Sales and Business Development
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About The Role To assist the senior members of the team in providing efficient, timely and high-quality administration services to a portfolio of often ultra‑high net worth clients in order to earn a defined revenue contribution to Suntera’s gross profit. Joining an administration team focusing on a diverse range of client structures, including trusts, companies, foundations, protected cell companies and limited partnerships. The structures include trading companies, traditional financial investments, private equity and very early‑stage tech start‑up companies, art and commercial/residential properties. The structures can oversee entities located in a number of external jurisdictions.
Your Duties Will Include
Preparation and inputting of tax returns to ensure timely submission by the November deadline
Processing of payments including distributions, fees and third‑party invoices
Assist with periodic reviews of trust structures to ensure compliance with regulatory requirements and internal policies, procedures and controls
Track and follow up of action points to ensure timely completion
Drafting of fee amendment notices
Preparation and inputting of annual validations to ensure timely submission by the January deadline
Completion of internal checklists
Accurately input and maintain data within the NAV One system
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.
About You Skills and Requirements:
A minimum of 2 years’ experience in a varied trust and company environment
STEP/CGI/ACCA/ACA qualified or equivalent or studying towards such a qualification
Excellent grasp of oral and written English
Good working knowledge of Word, Excel and Outlook
Excellent communication skills
Excellent relationship management skills
Ability to manage priorities and multiple deadlines in a dynamic and proactive way
Team player
Efficient approach to administration
Integrity
Inspires client and team confidence
Adaptable and versatile
Assertive and confident
Discrete and tactful
Emotional resilience
‘Can do’ attitude
Role model
Appropriate office conduct and attitude to work
Seniority Level
Entry level
Employment Type
Full-time
Job Function
Sales and Business Development
#J-18808-Ljbffr