Beschreibung

* Trust Assistance
* Well established trust & fiduciary company

## About Our Client ##

Our client is a well established trust & fiduciary company in Switzerland and other international financial places.

## Job Description ##

* Supporting Senior Relationship Managers in administering a portfolio of clients and maintaining relationships with clients and third parties;
* Maintaining statutory records for trusts and companies, including document execution, file exploratory work, payment preparation, drafting resolutions, preparing client meeting reports and verifying bank statements;
* Assisting Senior Relationship Managers with daily administration;
* Preparing internal and external correspondence as requested;
* Managing the opening and closing of custodian & bank accounts;
* Maintaining the client database (Business Central);
* Assisting with the closure and transfer-out processes;
* Participating in any internal project work as required;
* Link with internal staff and external clients, banks and intermediaries;
* Participating in the day-to-day in the office.

## The Successful Applicant ##

* Trust background knowledge;
* Part-qualified or studying towards relevant certificate or diploma (STEP);
* A minimum of 5 years relevant experience in a similar role;
* Good technical knowledge of trust company administration processes;
* Good knowledge of regulations and tax rules for client relevant jurisdictions;
* Basic understanding of accounts, financial statements and investments;
* Excellent verbal and written communication skills in English - accurate, concise and clear;
* Methodical, thorough and attention to detail;
* Proficient with Microsoft Office products (Outlook, Word, Excel, PowerPoint, etc.);
* Multi-tasking across several clients and supporting other teams where necessary;
* Work prioritisation and management on daily basis;
* Team player and self-motivated.

## What's on Offer ##

Our client offers a 100% permanent contract within a human-sized, well-being, dynamic and international working environment.

Quote job ref

JN-062026-7048671

Job Function

Banking & Financial Services

Specialisation

Tax

Industry

Financial Services

Location

Geneva

Contract Type

Permanent

Job Reference

JN-062026-7048671

Job Nature

Home Office