For our client, an international trust company in Switzerland, Baar, we are looking for a Trust officer.
Currently, we are seeking a highly motivated junior or senior trust officer to strengthen our Trustee team.
We offer an open, flexible, and pleasant working atmosphere with many benefits.
Trust officer (80% - 100%)
A Trust Officer is responsible for the effective administration of trusts and companies. Typically, a TO oversees 50 to 80 entities for approximately 30 clients.
Responsibilities
* Day-to-day trust administration
* Handling client, banker, asset manager, lawyer, trust manager, and accounting requests
* Supporting management with administrative and client-related tasks
* Preparing documents like resolutions, deeds of appointment, minutes, powers of attorney
* Assisting with client procedures such as trust establishment and bank account openings
* Drafting agreements like loan and share purchase agreements
* Preparing for client meetings, including compliance checks
* Document management: copying, filing, scanning
* Maintaining document files and databases
* Ensuring accurate billing and reporting
* Managing sensitive documents securely
Requirements
Training, Experience, and Knowledge
* Knowledge of trust law, company law, and administration
* Understanding of investment and financial instruments
* Knowledge of banking products and wealth management
* Basic accounting concepts
* STEP qualification preferred
* Degree or professional qualification in Law, Business, or Accounting
* At least four years of experience in trust, banking, or legal areas
Skills and Abilities
* Ability to analyze investment summaries and financial statements
* Judgment in handling transactions and legal requirements
* Risk awareness in administration
* Effective communication and problem-solving skills
* Teamwork and client interaction skills
* Excellent English skills; additional languages like Russian, German, Dutch, or Spanish are a plus
* Proficiency in MS Office (Word, PowerPoint, Excel, NavOne)
* Self-organized, flexible, independent
Application Process
If interested, please send your CV in Word format (in English), a brief motivation paragraph, salary expectations, interview availability, and notice period to Brigitte Welters via email. No cover letter needed.
This position allows for up to two days per week remote work.
Location
Baar (Zug) and Zurich
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