Trust Manager

vor 1 Woche

Geneve, Schweiz Step Italia Vollzeit

Posted 19 January, 2023
- Trust Manager

**Reliance**
- Geneva, Switzerland
- Full Time**Decription**:

- Administer and monitor a varied client portfolio within the timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care
- Manage team billing and cash collection/debtors process, have a strong awareness of recoverability and work in an efficient manner so as to minimize write-offs
- Review client structures, completing review process for client entities, demonstrate risk awareness and mitigate exposure, including the fulfilment of responsibilities under the review procedures
- Awareness and adherence to contractual and statutory obligations under the group's policies, procedures and guidelines, including the group's core values and expected behaviours, acting as a guide in this respect to members of the team
- Attendance at, and preparation and review reports, for management and meetings ? Review client accounts where relevant
- Check, maintain and ensure accuracy of the central diary systems to ensure that deadlines are recorded and subsequently met
- Review legal and tax advice where appropriate and be able to interpret/implement relevant advice as required
- Ensure a prompt and professional service is provided to clients and intermediaries
- Maintain accurate and up-to-date records of client entities, ensuring all statutory obligations are complied with
- Through effective administration ensure existing clients are retained
- Management and training of members of the team, conducting appraisals and performance management reviews
- Check, delegate and monitor work of team members
- Promote the range of services the Group can provide to existing clients within the portfolio and identify new business opportunities
- Ensure team members maintain accurate and up-to-date records of their respective clients on the systems
- Deputise in the absence of other senior members of the team/department
- Adhere to Risk & Associate compliance procedures in relation to regulatory requirements and AML legislation
- Adhere to CPD requirements in accordance with qualification level and in-house procedures
- Any other duties as deemed necessary by Management

**Profile**:

- A minimum of 10 years relevant experience in the trust administration
- STEP qualified
- UK legal / tax expertise would be preferred
- Experience and ability to manage a team of Trust Officers
- Good knowledge of trust and corporate structures and a clear understanding of fiduciary responsibilities
- Excellent organisation and prioritisation skills
- Strong client relationship skills
- Ability to contribute to improve the existing work directives and procedures
- Strong focus on compliance and regulatory matters, including but not limited to FATCA and CRS
- A team player with a positive working attitude and ‘hands-on’ mentality
- Good English language skills are essential (both oral and written)
- Viewpoint knowledge would be an advantage

Reliance strives to offer a healthy work-life balance, growth opportunities and job security. Reliance is an equal opportunity employer.

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