Assistant Trust Administrator

vor 1 Monat

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.

The ideal candidate would have excellent organization and attention to details, would thrive in a fast-paced team-oriented work environment. A 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 in any administrative office would be a plus.

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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