Assistant Trust Relationship Manager 100% (m / f)

placeGenève calendar_month 
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 Assistance Well established trust & fiduciary company
  • 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 is a well established trust & fiduciary company in Switzerland and other international financial places.

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

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