For our client, an international trust company in Switzerland, Baar, we are looking for a Trust officerCurrently 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.TasksPrimary Responsibilities :Day-to-day administration of trustsHandling requests from clients, bankers, asset managers, lawyers, trust managers, accounting department, othersAdministrative and client related support to ManagementPreparation 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 checksCopying, filing and scanning of documentsMaintaining documents files, data base systemsTimely and accurate rendition, collection and reporting of fee billingsEnsuring the appropriate coping, scanning and filing of all original and sensitive documents according to internal proceduresRequirementsTraining Experience and Knowledge :Sound knowledge of fundamental trust law, company law and administrative practiceFundamental knowledge and understanding of investment / financial instrumentsFundamental knowledge of banking products and their application in overall management and administration of wealthBasic understanding and working knowledge of accounting concepts and their applicationsSTEP qualification is desirableDegree or professional qualification in Law, Business, Accounting and related backgroundFour years or more experience working in Trust, Banking, and legal related areasSkills and Abilities Required :Ability to analyze and evaluate basic investment summaries, accounting statements, banking and banking products related documentationAbility to determine appropriate course of action of usual transactions, occurrences and events in accordance with general legal and administrative requirementsAbility to identify and anticipate risks occurring in daily administrationAbility to communicate effectively and present issues and possible solutions to the management and team colleaguesAbility and willingness to interact, cooperate and work through issues with team members, management, and clientsExcellent verbal and written communication skills in English. Other languages such as Russian, German, Dutch or Spanish will be added valueExcellent MS Office knowledge (Word, PowerPoint, Excel, NavOne)Independent and self-starter, well organized, flexibleInterested?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 a full-time employmentLocationBaar(Zug) and ZurichKnow how, eerlijkheid, service en discretie zijn onze sleutelwoorden :Door onze jarenlange ervaring beschikken wij over veel relevante kennis en een zeeruitgebreid netwerk. Hierdoor kunnen wij snel inspelen op uw wensen en eisen.Door de branchegerichte benadering groeit ons netwerk met de dag. Daarom is enblijft Lexius Recruitment in staat om ook buiten de bestaande vacatures proactiefnaar nieuwe uitdagingen te zoeken.In onze communicatie zijn wij direct tegen zowel onze kandidaten alsopdrachtgevers. Wij schakelen snel. Bovendien maken wij niet alleen een match opbasis van een functieprofiel, maar kijken wij bijvoorbeeld ook naar overige zakenzoals persoonlijkheid, arbeidsvoorwaarden, doorgroeimogelijkheden enbedrijfscultuur.
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