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 documents files, data base systems
Timely and accurate rendition, collection and reporting of fee billings
Ensuring the appropriate coping, 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