Trusts & Fiduciary Services Assistant

vor 2 Wochen


Genf, Genf, Schweiz FINDERS SA Vollzeit
Trusts & Fiduciary Services Assistant

Client:

Well-respected, independent, long-established trusts company with super Geneva office and strong global presence.

Position:

Joining a busy trust administration team as a trust assistant, working closely with the client relationship managers, the other trust assistants and the client accountants.

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, TEP qualified eventually etc. A team with a lot of solidarity and low staff turnover. The chance therefore for a dynamic and driven junior to be part of a seasoned trusts, family office & fiduciary services company with lovely 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:

  • Basic trust and & company administration
  • Customer service support
  • Liaising with the banks, to include payments, all necessary account-opening documentation etc
  • Assisting on the drafting of resolutions (based on templates)
  • Supporting the trust officers on documentation needed for the files for new business or existing business
  • Uploading the necessary documents and information onto the trusts management software
  • Close interaction with the other global offices in Mauritius, Channel Islands etc
  • 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 a plus but not a must
  • A confirmed, first experience in trust administration
  • A numerate person, comfortable on numbers and figures
  • 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, used to working within a corporate environment
  • Some exposure to UK res non dom clients would also be a nice to have but not essential
  • Excited by the idea of being part of a small office of around 30 people, but close to 80 people worldwide
  • Curious, willing to learn and wanting to really be involved
  • Strong IT and computer skills
  • 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" accepted) - 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) - 3 days in the office, 2 from home


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