Trust officer Zurich & Baar

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 document files, database systems
• Timely and accurate rendition, collection, and reporting of fee billings
• Ensuring the appropriate copying, 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, 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 an added value
• Excellent MS Office knowledge (Word, PowerPoint, Excel, NavOne)
• Independent and self-starter, well organized, flexible

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 full-time employment.

Location: Baar (Zug) and Zurich