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 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)
- Payments/Distributions/Revocations
- Bank account openings
- Life insurance policies transfers /subscriptions Filing/ scanning
- Update VP database

**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)

**Soft Skills**
- Very good communication skills
- Dynamic, enthusiastic, flexible, and organized person
- Proactive and service oriented
- Must be a team player

**Interessiert? Oder kennen Sie jemanden, der auf die Stelle passen könnte?**:



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