Assistant Trust Administrator

Vor 2 Tagen

Lugano, Schweiz CAPITAL TRUSTEES AG Vollzeit

We are an expanding, independent and privately owned multi-jurisdictional Trust Company and we are looking for a dynamic and committed individual to join our Lugano office and help in the administration of trusts and local / international legal entities.
Tasks
- Support Trust Managers and Senior Advisors with their day-to-day administration of client structures, including:

- assistance in drafting resolutions, minutes, meeting notes and corporate documents such as letters of wishes, board minutes and resolutions, contracts, loan agreements and powers of attorney;
- preparation of presentations or memos for clients or prospects;
- review of bank statements and investments;
- monitoring of payment executions;
- liaise with banks (e.g., preparation of payment instructions, preparation of bank forms)
- liaise with internal & external accountants;
- liaise with internal compliance and support in compliance-related tasks;
- client correspondence;
- maintain accurate and up-to-date records of client entities, ensuring all statutory obligations are complied with;
- General office administration;
- Be a part of various in-house projects (e.g., preparation of marketing presentations, social media, involvement in marketing strategies).

**Requirements**:
**REQUIREMENTS**:

- Fluent in English and with a good knowledge of at least one among Italian, Spanish, French or German; any additional language would be highly appreciated;
- Proficient in MS Office;
- Higher education or university educated (law, accounting, economics or similar);
- Preliminary experience in the trust and fiduciary industry, in the financial sector (i.e., Big 4, banks, accounting), in a law firm focused on private clients, or generally in administration would be preferable, but not strictly required.

SOFT SKILLS
- Excellent organization and time management skills;
- Excellent interpersonal and communication skills with the ability to deal effectively with all levels of staff within the group as well as third party service providers;
- Stress management, autonomous, flexible and proactive;
- Curious, dependable, and interested in gaining knowledge;
- Great attention to details and committed to high quality service;
- Reliable, trustworthy and a team-player.

**Benefits**:

- Competitive salary and career growth opportunities;
- Very dynamic, fast-paced, Swiss / international, and trustworthy working environment;
- Opportunity to learn on the job and the potential of external training (e.g., STEP courses).

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