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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.

Die Stellenanzeige wurde vor Vor 4 Tagen veröffentlicht
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