Junior Trust Officer
Description de l'entreprise
Client:
Our client is a well-established international fiduciary and private wealth business with a reputation for delivering exceptional service to high-net-worth families, entrepreneurs and complex structures. Known for its collaborative culture, long-term approach and commitment to responsible stewardship, the organisation values professionalism, integrity, innovation and strong client relationships. It offers a supportive environment where employees are encouraged to develop their careers and contribute to meaningful client outcomes.
Description du poste
Position:
Are you already working in the trust industry and looking for a fresh challenge? This could be just the job for a junior trust administrator with a couple of years under their belt. Equally, it's a rather nice opportunity for an entry-level applicant with relevant skills and tertiary education, looking to enter the world of trusts and fiduciary services.
An excellent opportunity for an entry-level/junior trust professional to join a growing and highly regarded fiduciary team as an Assistant Relationship Manager. Working closely with senior trust managers, the successful candidate will support the administration of a varied portfolio of trust and company structures, while maintaining high standards of accuracy, service and regulatory compliance.
Responsibilities:
- Support the administration of trust and company structures.
- Assist with client, intermediary and third-party relationships.
- Maintain statutory records and client documentation.
- Prepare payments, resolutions, meeting minutes and correspondence.
- Assist with the opening and closure of bank and custodian accounts.
- Maintain and update internal client databases.
- Support transfers, closures and project-related work.
- Ensure all activities are completed in line with regulatory and internal requirements.
Why Join:
- Clear career progression and structured development pathways.
- Support towards professional qualifications and memberships.
- Flexible working arrangements following probation.
- Collaborative and people-focused culture.
- Regular social, wellbeing and team events.
- Opportunity to work within a respected international organisation that invests in its people and promotes long-term career growth.
- Competitive salary and discretionary bonus.
Profil recherché
Profile:
- Around 2 to 3 years' experience in trust and company administration although entry level applicants with relevant skills/qualifications and a strong interest in the field are welcome
- Studying towards or part-qualified in a relevant professional qualification (e.g. STEP) a plus but not a must
- Strong understanding of trust administration and fiduciary services preferred.
- Good understanding of accounts, investments and financial statements a plus, as well as strong numeracy skills a must.
- Knowledge of relevant regulatory and tax frameworks preferred.
- Excellent written and verbal communication skills.
- Highly organised with strong attention to detail.
- Proficient in Microsoft Office applications.
- Fluent/bilingual English; French a plus but not a must.
- Able to manage competing priorities and work effectively within a team.
- Self-motivated, proactive and client-focused.
- Available to work full-time (with some home office).
- Already in possession of a valid Swiss work permit (frontalier accepted)
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