Assistant Relationship Manager

Accuro group; Genf; Vor Ort; CHF 80.000 - 100.000; Vollzeit

Benefits dieser Stelle

Discretionary performance bonus

Support for professional development

Working from home arrangements after six months

Zusammenfassung

Accuro group is seeking a full-time Assistant Relationship Manager to join their team in Geneva. The role involves supporting Senior Relationship Managers, maintaining client relationships, and ensuring accurate administration of trust and company tasks.

The ideal candidate will have a minimum of 5 years' experience in trust and company administration and possess excellent communication skills. This position offers career development opportunities and a structured progression pathway.

Qualifikationen

• Minimum of 5 years’ experience in Trust and Company administration.
• Good technical knowledge of trust company administration processes.
• Good knowledge of regulations and tax rules for client relevant jurisdictions.

Aufgaben

• Support Senior Relationship Managers in administering a portfolio of clients.
• Maintain statutory records for trusts and companies.
• Assist with daily administration tasks.

Kenntnisse

Trust and Company administration

Communication skills

Microsoft Office proficiency

Multi-tasking

Ausbildung

Part-qualified or studying for STEP certificate

Jobbeschreibung

We are currently seeking a full-time Assistant Relationship Manager to join us in Geneva.

About us

Accuro is an award‑winning, independent, trust and private office company with 200+ employees across offices in Jersey, London, Geneva and Mauritius. We are part of Opera Group Limited, a privately held group of fiduciary, corporate and fund administration businesses majority owned by entrepreneur Stephen Lansdown CBE (co‑founder of Hargreaves Lansdown) and the family office of Tom Scott. We pride ourselves on being a progressive force for good for our clients, our staff and our industry. Opera’s growing portfolio includes Accuro, Amber (now Oak Bahamas), HFL, Meritus and Oak, with operations across eight jurisdictions: Bermuda, Geneva, Guernsey, Isle of Man, Jersey, London, Mauritius and The Bahamas. The group administers assets totalling $81bn. For more information, please visit: https://www.operalimited.com/

About the role

The Assistant Relationship Manager will work as part of our successful team to give support to the admin team in delivering high‑quality services. This is a fantastic opportunity for someone with relevant experience and eager to take on a new challenge. Our ideal candidate will be an enthusiastic and committed team member who will provide support for the administration of a portfolio of clients and will deliver trust and company core tasks to a high degree of accuracy and efficiently, in accordance with the policies and procedures of Accuro Group and the guidelines of the local regulator.

Key responsibilities include:

• 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.

About you

• Minimum of 5 years’ experience in Trust and Company administration.
• Good technical knowledge of trust company administration processes.
• Part‑qualified or studying towards relevant certificate or diploma (STEP).
• 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 – 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.
• Career development opportunities and a structured career progression pathway.
• Support for professional development, including contributions toward professional memberships and training.
• Discretionary performance bonus.
• Working from home arrangements after six months of service.
• Regular social and sports events sponsored by the Company.

Apply now

If you would like to apply or you would like more information about this role, please contact us directly at [e-mail].

Accuro provides equal opportunity in recruitment and employment to all individuals and will consider candidates without regard to race, ethnicity, gender, religion, sexual orientation and identity, national origin, age, disability or any other legally protected status and without discrimination based on socioeconomic, marital, parental or care‑giving statuses. We value the diversity of our candidates, employees and board. We reject any form of harassment, discrimination, retaliation or oppression. Respectful communication and cooperation is encouraged and required. Our organisation is dedicated to sustaining and promoting diversity with respect to recruitment, hiring, placement, promotion, training, provision of compensation and benefits and general treatment during employment.

Let us help you make your vision a reality

Everything in life starts with a conversation. We’d welcome the opportunity to talk to you about the difference Accuro can make to the success of your vision.