Trust Administrator 60-80%

vor 1 Woche


Zürich, Zürich, Schweiz kessler GmbH Vollzeit

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
Trust Administration, STEP
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