Trust Administrator 60-80%
vor 1 Woche
Responsibilities:
- Coordinate the transition of companies to new service providers
- Collaborate with Register Agents to facilitate the transfer of shareholders and directorships
- Update account documentation pertaining to transfers
- Ensure the database is kept current
- Prepare various documents including letters and resolutions
- Communicate with Relationship Managers and Wealth Planners
- Undertake diverse administrative duties to assist Trust Officers in their daily operations, including structuring setup/closure, account initiation, life insurance policy transfers, and document management
Qualifications:
- Relevant professional experience in trust administration, STEP qualified is a plus
- Very good negotiation and communication skills
- Excellent MS Office knowledge (Viewpoint desirable)
- Energetic, positive and adaptable individual
- Serviceoriented and proactive personality
- Teamplayer
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