Assistant Trust Relationship Manager 100% (m / f)
Vollzeit
Michael Page
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.
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