Junior Trust Officer
Gefunden in: Talent CH A C2 - vor 2 Wochen
The successful candidate will help the Trust Management team of 5 persons to:
- Manage a varied portfolio of fiduciary structures (Companies and Trusts) for global clients, monitoring the structures from an administrative, financial and regulatory perspective
- Work with clients confidently, providing an exceptional service and showing an understanding of their needs with tailoring of information to suit.
- Regularly review client structures, investigate, suggest and drive enhancements where identified.
- Engage directly with third party advisers eg lawyers, tax advisers, bankers, accountants to provide excellent administration services. Review legal and tax advice where appropriate and interpret relevant advice as required.
- Work with Compliance team to ensure awareness and adherence to Regulatory and AML obligations and Company policies and procedures, developing best practice across the business.
- Management of cash collection across the portfolio
- Document management and file maintenance, drafting of resolutions, minutes, meeting notes and corporate documents
- Experience in Trust industry as a Junior Trust Officer or Junior Trust Admin mandatory
- Worked for a SATC member
- Willing to do a STEP certification
- Fluency in English is mandatory, French is a plus
- 100% only
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