Trusts Assistant

vor 2 Wochen

Genf, Genf, Schweiz Finders SA Vollzeit

Client:

Well-respected, independent, long-established trusts company who have recently opened an office in Geneva.

Position:


Do you already have 1 or 2 years' as a trusts assistant or assistant trust officer? Perhaps you started on reception at a trusts company and are now keen to further consolidate your trusts experience? Either way, this is an exciting opportunity to be part of a new office in Geneva where you will be assisting 2 senior trust officers as well as 2 managing directors.

Working closely with their Bahamas and US offices as well.


Perhaps you are not happy in your current role and keen to try something new or else between jobs at the moment and looking to add value, bring your knowledge and learn and grow? My client is keen for someone to evolve and over time go on to be a fully-fledged trust officer and eventually take the STEP exams etc.

Their well-established business can be best described as a "trusts and multifamily office client with a booster" - the booster being that their business is already established and they have a track record of over 10 years (UK, Bahamas, South Africa, Europe etc).

The chance therefore for a dynamic and driven junior to be part of a seasoned boutique with good people and high quality trusts and estates work.


You should already have some trusts experience as an assistant so that you don't need to be trained from scratch.


Typical tasks could include, but not limited to:

  • Trust administration work such as payments, helping to draft resolutions based on templates
Customer service support

Supporting the trust officers on documentation needed for the files for new business or existing business e.g account-opening, liaising with the banks etc

Uploading the necessary documents and information onto Navision

Answering the telephone and dealing with simple client queries

Scanning and archiving as well as preparing meeting packs

Handling client queries and escalating as needed with meticulous record-keeping

Any other ad-hoc tasks as a trusts assistant that might be required from time to time and given more responsibility over time as you learn and grow

Profile:

  • 1 to 4 years' experience as a trusts assistant or assistant trust officer
Bachelor degree e.g in law (common law), finance, economics or equivalent

Experience as an assistant for UK res non dom clients - some exposure at least

Excited by the idea of being part of a small but growing office and close-knit team

Strong administration and organizational skills as well as comfortable with internal and external stakeholders

Pro-active, team spirit, willing to go the extra mile

Good communication skills and an entrepreneurial mindset

Curious, willing to learn and wanting to really be involved

Strong IT and computer skills; Navision a plus but not a must

Fluent/bilingual English; some French or other languages a plus

Eligible to work in Switzerland if not already in possession of a Swiss work permit or passport (frontalier ok) - should ideally be already based locally in the Geneva area

Available to start ASAP preferred for this full-time, permanent contract (those on a notice period of course also seriously considered too)

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