Trust Administrator Wealth Planning
vor 2 Wochen
We are helping our client, a bank in Zurich by looking for a Trust Administrator in Wealth Planning.
- Workload
- 60-80%
- Workplace
- Morgartenstrasse, Zürich
- Start Date
- 01.02.2024
- End Date
- 31.10.2024
- Reference Number
- 2800
- Customer
- Rate
Einloggen oder Registrieren um alle Inhalte zu sehen.
**Tasks**
- Organize transfer of companies to new providers
- Liase with Register Agents for the transfer of shareholders and directorships
- Repaper accounts in relation to transfer
- Maintain the database up to date
- Draft documentation such as letters and resolutions
- Liaise with Relationship Managers and Wealth Planners
- Various additional administrative tasks to support Trust Officers in daily business (such as set up / close structures, account openings, transfer of life insurance policies, filing and scanning)
**Requirements**:
- Some experience in trust administration
- STEP qualified is a plus
- Very good knowledge of MS Office
- Fluent in English (must) and German (would be an advantage)
- French is a plus
**Soft Skills**
- Very good communication skills
- Dynamic, enthusiastic, flexible and organized person
- Proactive and service oriented
- Must be a team player
**Ihre Kontaktperson**:
**Wan Hamed**:
Recruiting Manager
+41 (0)56 648 61 08
-
Trust Administrator in Wealth Planning
vor 2 Wochen
Zurich, Schweiz Experis Vollzeit**Trust Administrator in Wealth Planning (60-80%)** Experis is the global leader in professional resourcing and project-based workforce solutions. **Overview of contract** On behalf of our client, a large bank in Switzerland, we are looking for a Trust Administrator in Wealth Planning. **Location**: Zurich **Start date**: ASAP **End date**:...
-
Trust Administrator
Vor 6 Tagen
Zurich, Schweiz ITech Consult VollzeitTrust Administrator -Wealth Management/STEP/Viewpoint Role: We are currently seeking a Trust Administrator our client for changing-the-bank and running-the-bank responsibilities. As a Trust Administrator, you will be responsible for managing a portfolio of trusts and ensuring that they comply with both the legal and financial obligations as well as...
-
Junior Trust Administrator Wealth Planning
vor 2 Wochen
Zurich, Schweiz Bosshard & Partner Unternehmensberatung AG Vollzeit**We are helping our client, a bank in Zurich, by looking for a Junior Trust Administrator Wealth Planning.**: **BESCHÄFTIGUNGSGRAD** 60-70% **ARBEITSORT** Zurich **STARTDATUM** 20.06.2024 **ENDDATUM** 31.12.2024 **REFERENCE** 3012 **TYP** Contracting Remote work from abroad is not possible. **Tasks** - Liaise with JB Relationship Managers and...
-
Trust Administrator
Vor 7 Tagen
Zurich, Schweiz Swisslinx VollzeitOn behalf of our client, a leading and innovative Swiss private bank, Swisslinx is looking for a Trust Administrator to join the team in Zurich on a 60 - 80% workload. In this role you would be responsible for the administration of international trust structures while working closely with Relationship Managers and Wealth Planners. This is an initial...
-
Trust Administrator
vor 2 Wochen
Zurich, Schweiz Swisslinx VollzeitOn behalf of our client, a prestigious Swiss bank, we are looking for a Trust Administrator (60-80%) in Wealth Planning for an 8-months contract position based in Zürich. **Job Description**: - Organize transfer of companies to new providers - Liaise with Register Agents for the transfer of shareholders and directorships - Repaper accounts in relation to...
-
Trust Administrator Wealth Planning 50-70%
vor 4 Wochen
Zurich, Schweiz Julius Baer VollzeitAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. **YOUR CHALLENGE**: - Assist a team of Trust Officers with the day-to-day administration of their books of Companies and...
-
Tax Professional
vor 2 Monaten
Zurich, Schweiz coni+partner AG Vollzeitconi + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten. Unser Kunde ist eine Privatbank mit HQ...
-
Tax Professional
vor 3 Wochen
Zurich, Schweiz coni+partner AG Vollzeitconi + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten. Unser Kunde ist eine Privatbank mit HQ...
-
Einsteiger Wealth Planning Uhnwi
vor 4 Wochen
Zurich, Schweiz coni+partner AG Vollzeitconi + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten. Unser Kunde ist eine Privatbank mit HQ...
-
Einsteiger Wealth Planning Uhnwi
vor 23 Stunden
Zurich, Schweiz coni+partner AG Vollzeitconi + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten. Unser Kunde ist eine Privatbank mit HQ...
-
Trust Administrator, Swiss Trust Company
vor 2 Monaten
Zurich, Schweiz AP Executive VollzeitLocation: Zurich - Salary: Negotiable per annum - Job Type:Permanent Posted 10 months ago A successful Swiss trust company based in Zurich is currently in the midst of an exciting phase of growth. They are looking for a trust administrator with two years experience to join its team. The incumbent will be responsible for a portfolio of international trust...
-
Trust Administrator, Swiss Trust Company
vor 2 Monaten
Zurich, Schweiz AP Executive VollzeitNew - Location: Zurich - Salary: Competitive per year - Job Type:Permanent Posted about 3 hours ago A successful Swiss trust company based in Zurich is currently in the midst of an exciting phase of growth. They are looking for a trust administrator with two years experience to join its team. The incumbent will be responsible for a portfolio of...
-
Wealth Planning Consultant 100%
vor 1 Monat
Zurich, Schweiz Julius Baer VollzeitAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. We are looking for a talented and motivated individual to join our Wealth Planning (WP) team as a WP Consultant. In this...
-
Wealth Planning Offering Manager 80%
vor 2 Monaten
Zurich, Schweiz Julius Baer VollzeitAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be...
-
Tax Advisor Wealth Planning Latam
vor 1 Woche
Zurich, Schweiz coni+partner AG VollzeitOur client is an international Private Bank in Zurich. We are looking for a tax specialist (m, f, d) for private clients as a Tax Advisor Wealth Planning LatAm **Your Tasks**: **Your Skills**: **Your Contact**: **E-Mail**: Aufgaben Acting in a wealth and estate planning environment with high management attention / Advising and implementing bespoke...
-
Trust Administrator 60-80%
vor 2 Monaten
Zurich, Schweiz kessler.vogler GmbH Vollzeit**Responsibilities**: - Coordinate the transition of companies to new service providers - Collaborate with Register Agents to facilitate the transfer of shareholders and directorships - Update account documentation pertaining to transfers - Ensure the database is kept current - Prepare various documents including letters and resolutions - Communicate with...
-
Associate Private Wealth
vor 2 Monaten
Zurich, Schweiz Schellenberg Wittmer VollzeitTo further strengthen our Private Wealth team in Zurich, we are looking for a lawyer with a focus on the following areas of law Inheritance and family law, foundation law and art law As part of our Private Wealth team, you will advise high net worth individuals and families on all aspects of estate planning, in particular on matrimonial and inheritance...
-
Junior Trust Accountant
vor 2 Wochen
Zurich, Schweiz Sequent Vollzeit**RESPONSIBILITIES** - Maintain high quality and timely accounting records of trust and fiduciary structures. - Perform periodic reconciliation of internal accounting records to portfolio statements from financial institutions. - Prepare financial statements of trust and fiduciary structures in accordance with the appropriate accounting standards or relevant...
-
Trust Administrator
vor 2 Monaten
Zurich, Schweiz Sequent Vollzeit**OVERVIEW OF ROLE** This role covers the administrative monitoring of international mandates (trusts and companies) and connected banking affairs. **RESPONSIBILITIES** - Daily assistance with the administration of trusts, companies and complex fiduciary structures as per instructions from the Trust Manager and Trust Officer; - Written correspondence with...
-
Client Account Manager in Wealth Planning Wmch
vor 2 Wochen
Zurich, Schweiz UBS VollzeitSchweiz - Zürich - Business Management, Administration & Support - Global Wealth Management **Automatischer Stellencode** - 291327BR **Stadt** - Zürich **Job-Typ** - Vollzeit, Teilzeit **Die Rolle** - Sie bringen Erfahrung in der Finanzplanung oder in der Betreuung von Vermögensverwaltungs - und Anlagekunden mit? Kann man mit Ihnen den Ausbau der...