Trust Administrator Wealth Planning 50-70%
vor 1 Woche
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth.
Let's shape the future of wealth management together.YOUR CHALLENGE:
- Assist a team of Trust Officers with the daytoday administration of their books of Companies and Trusts, and other ad hoc projects
- Enrich and maintain the database up to date
- Assist with the onboarding of new structures and/or termination of structures
- Draft documentation such as letters, payment instructions and resolutions
- Open bank accounts
- Transfer life insurance policies
- Liaise with JB Relationship Managers and Wealth Planners
- Participate to projects when required
- Various additional administrative tasks such as filing, scanning, distributing the mail, and answering the phone
YOUR PROFILE:
- Experience in a banking environment. Experience in trust administration is an advantage
- Very good knowledge of MS Office
- Very good communication skills
- Dynamic, enthusiastic, flexible and organised person
- Proactive and service oriented
- Accustomed to working with a team and other cultural/language environments
- Willing to learn and team player
- Fluent in English. German would be an advantage
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