Assistant Trust Relationship Manager 100% (m / f)

For one of our clients, we are looking for an Assistant Trust Relationship Manager in 100% permanent contract and based in Geneva. The collaborator will support the Senior Relationship Managers of the trust & fiduciary company.

Our client is a well established trust & fiduciary company in Switzerland and other international financial places.

Description

• 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;
• Link with internal staff and external clients, banks and intermediaries;
• Participating in the day-to-day in the office.

Profile

• Trust background knowledge;
• Part-qualified or studying towards relevant certificate or diploma (STEP);
• A minimum of 5 years relevant experience in a similar role;
• Good technical knowledge of trust company administration processes;
• 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 in English - 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.

Job Offer

Our client offers a 100% permanent contract within a human-sized, well-being, dynamic and international working environment.