Senior Trust Officer

ur-capital

Zürich

On-site

CHF 120,000 - 180,000

Full time

35 hours ago
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Job summary

ur-capital, a Zurich-based fiduciary services firm, is seeking a Senior Trust Officer to oversee the administrative and operational aspects of a portfolio of trusts and corporate structures with international activity. The ideal candidate holds an LLB or higher, is working towards TEP, and has at least five years’ experience in trust administration, regulatory compliance and corporate governance.

You will coordinate with banks, lawyers and advisers to ensure accuracy, deadlines and

Qualifications

  • Experience in managing trusts, corporate structures and fiduciary entities.
  • Understanding of regulatory requirements and international tax considerations is preferred.
  • Ability to coordinate with banks, lawyers and advisors.

Responsibilities

  • Oversee day-to-day administration of trusts, companies and fiduciary structures with international activity.
  • Prepare and review trust deeds, board resolutions, minutes, loan agreements and powers of attorney.
  • Coordinate incorporation, maintenance, restructuring and dissolution of entities.
  • Ensure regulatory filings, governance and compliance obligations are met.
  • Coordinate accounting matters with internal and external providers.
  • Maintain accurate corporate records and statutory registers.
  • Monitor deadlines for annual reviews and renewals.
  • Assist Legal and Compliance with KYC/AML documentation and reviews.
  • Liaise with banks, lawyers, tax advisors and auditors on admin matters.
  • Contribute to process improvements and risk management.

Skills

Trust administration
Regulatory compliance
Attention to detail
Independent working
Project coordination

Education

LLB or higher
TEP qualification

Job description

We are looking for a Senior Trust Officer to join a well-established organisation in Zurich. The successful candidate will be responsible for overseeing the administrative and operational aspects of a portfolio of trusts and corporate structures, ensuring accuracy, compliance and the efficient execution of all related processes.

Responsibilities:

  • Handle the day-to-day administration of a portfolio of trusts, companies and other fiduciary structures with international activities.

  • Prepare, review and maintain corporate and trust documentation, including trust deeds, board resolutions, minutes, loan agreements and powers of attorney.

  • Coordinate the incorporation, maintenance, restructuring and dissolution of companies and fiduciary structures.

  • Oversee administrative processes, statutory filings, regulatory requirements and corporate governance obligations.

  • Coordinate accounting matters, including bookkeeping, financial statements and annual accounts, in collaboration with internal and external service providers.

  • Maintain accurate and up-to-date corporate records, statutory registers, files and documentation.

  • Monitor deadlines relating to annual reviews, statutory obligations, renewals and other administrative requirements.

  • Assist the Legal and Compliance departments with KYC/AML documentation, periodic reviews and internal control procedures.

  • Liaise with banks, lawyers, tax advisors, auditors and other external service providers on administrative and operational matters.

  • Contribute to the continuous improvement of internal procedures, administrative processes and risk management standards.

Requirements:

  • LLB or higher degree in Law, Economics, Business Administration or a related field.

  • TEP qualification or currently working towards it. Knowledge of UK common law, trust structures and international tax matters would be an advantage.

  • Minimum 5 years of experience within a trust company, fiduciary services provider or equivalent environment.

  • Strong knowledge of trust and corporate administration, including statutory and regulatory requirements.

  • Ability to become fully operational quickly, with a genuine "plug-and-play" mindset and the capacity to take ownership of responsibilities from day one.

  • Sharp, proactive and highly independent, with excellent attention to detail and the ability to anticipate issues rather than simply react to them.

  • Strong sense of accountability, requiring minimal supervision and demonstrating the ability to manage tasks and priorities autonomously.

  • Excellent organisational and analytical skills, with the ability to manage multiple priorities and meet deadlines.

  • Native-level proficiency in written French and English; German would be an advantage.

  • A hands-on, solution-oriented approach, with a strong sense of responsibility and commitment to high-quality administrative work.

  • Discretion, reliability and the ability to maintain the highest standards of confidentiality.

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