Junior Trust Officer
Gefunden in: beBee S CH - vor 4 Wochen
We are seeking a dedicated and motivated individual to join a team as a Junior Trust Officer. This role is ideal for recent graduates or individuals with up to one year of experience in the field of trust management.
Client Details
A trust company in Geneva.
Description
As a Junior Trust Officer, you will have the opportunity to develop your skills and knowledge in trust administration while working towards sponsorship for the STEP (Society of Trust and Estate Practitioners) certification. Fluency in English is mandatory for this position.
Responsibilities:
Trust Administration Support: Assist senior trust officers in managing trust accounts, including maintaining accurate records, processing transactions, and ensuring compliance with legal and regulatory requirements.
Client Communication: Engage with clients to provide support and address inquiries regarding their trust accounts. Develop strong relationships with clients and provide excellent customer service at all times.
Documentation and Reporting: Prepare and review legal documents, including trust agreements, wills, and powers of attorney. Generate reports and financial statements for clients and stakeholders as needed.
Compliance and Risk Management: Stay updated on relevant laws and regulations pertaining to trust administration. Ensure compliance with internal policies and procedures, as well as regulatory requirements.
Learning and Development: Participate in ongoing training and professional development opportunities to enhance your knowledge of trust management practices and procedures. Work towards obtaining sponsorship for the STEP certification.
Team Collaboration: Collaborate with colleagues across departments, including legal, finance, and compliance, to ensure seamless trust administration and client service delivery.
Profile
- Bachelor's degree in finance, accounting, business administration, or a related field.
- Up to one year of experience in trust management or a related field is preferred.
- Strong interpersonal and communication skills, with the ability to interact effectively with clients and colleagues.
- Detail-oriented with excellent organisational and time management skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- Eagerness to learn and develop expertise in trust administration.
- Fluency in English is essential, additional language skills are a plus.
Job Offer
A nice working environment, where you will be able to learn a job from scratch and get your STEP.
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