Trust officer Zurich & Baar

Baar - Switzerland

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

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
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 banking 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 added value
Excellent MS Office knowledge (Word PowerPoint Excel NavOne)
Independent and self-starter well organized flexible
Interested

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 employment

Location

Baar(Zug) and Zurich

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.Tru...

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%)

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
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 banking 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 added value
Excellent MS Office knowledge (Word PowerPoint Excel NavOne)
Independent and self-starter well organized flexible
Interested

Please note this job can be performed 2 days tops per week remotely in case of a full-time employment

Location

Baar(Zug) and Zurich

Key Skills

CCTV
Federal Agencies
Customer Service
Clearance
Facility
Suspicious Activity
Property Damage
Public Safety
Daily Operations
Professional Development
Access Control
Communication
General Public
Procedures
Powerpoint

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About Company

Lexius Search

Know how, eerlijkheid, service en discretie zijn onze sleutelwoorden: Door onze jarenlange ervaring beschikken wij over veel relevante kennis en een zeer uitgebreid netwerk. Hierdoor kunnen wij snel inspelen op uw wensen en eisen. Door de branchegerichte benadering groeit ons netwerk ... View more

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