Assistant Trust Relationship Manager 100% (m / f)

Description

Our client is a well established trust & fiduciary company in Switzerland and other international financial places.

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.

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.

Our client offers a 100% permanent contract within a human-sized, well-being, dynamic and international working environment.

Quote job ref

JN-062026-7048671

Job Function

Banking & Financial Services

Specialisation

Tax

Industry

Financial Services

Location

Geneva

Contract Type

Permanent

Job Reference

JN-062026-7048671

Job Nature

Home Office