For our client, an international trust company in Switzerland, Baar, we are looking for a Trust Officer.
Currently, we are looking for a highly motivated junior or senior trust officer to strengthen our Trustee team.
We offer a very open, flexible, and pleasant working atmosphere with many other benefits.
Trust Officer (80% - 100%)
A Trust Officer is responsible for the effective administration of a number of trusts and companies. On average, a TO will oversee 50 to 80 such entities on behalf of approximately 30 different clients.
Tasks
Primary Responsibilities:
* Day-to-day administration of trusts
* Handling requests from clients, bankers, asset managers, lawyers, trust managers, accounting department, others
* Administrative and client-related support to Management
* Preparation of various standard documents such as Trustee and Board resolutions, Deeds of appointment, Minutes of meetings, Powers of attorney, etc.
* Assisting with client procedures (i.e., trust establishment, opening bank accounts, distributions, etc.)
* Drafting of standard agreements such as loan agreements, credit facility agreement, share purchase agreements, etc.
* Client meeting preparation, including compliance checks
* Copying, filing, and scanning of documents
* Maintaining document files, database systems
* Timely and accurate rendition, collection, and reporting of fee billings
* Ensuring the appropriate copying, scanning, and filing of all original and sensitive documents according to internal procedures
Requirements
Training Experience and Knowledge:
* Sound knowledge of fundamental trust law, company law, and administrative practice
* Fundamental knowledge and understanding of investment/financial instruments
* Fundamental knowledge of banking products and their application in overall management and administration of wealth
* Basic understanding and working knowledge of accounting concepts and their applications
* STEP qualification is desirable
* Degree or professional qualification in Law, Business, Accounting, and related background
* Four years or more experience working in Trust, Banking, and legal related areas
Skills and Abilities Required:
* Ability to analyze and evaluate basic investment summaries, accounting statements, and banking products related documentation
* Ability to determine appropriate course of action of usual transactions, occurrences, and events in accordance with general legal and administrative requirements
* Ability to identify and anticipate risks occurring in daily administration
* Ability to communicate effectively and present issues and possible solutions to the management and team colleagues
* Ability and willingness to interact, cooperate, and work through issues with team members, management, and clients
* Excellent verbal and written communication skills in English. Other languages such as Russian, German, Dutch, or Spanish will be an added value
* Excellent MS Office knowledge (Word, PowerPoint, Excel, NavOne)
* Independent and self-starter, well organized, flexible
If you are interested in this opportunity, please send your curriculum vitae IN WORD in English (no cover letter please, just a brief motivation of 1 alinea regarding interest in the position) + salary expectation + timeslots for interview availabilities + notice period/availability via e-mail to Brigitte Welters. For more information about Lexius Search, please go to our website.
Please note this job can be performed 2 days tops per week remotely in case of full-time employment.
Location: Baar (Zug) and Zurich
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