Private Wealth Management Administrator

Vor 7 Tagen


Genf, Genf, Schweiz Lexius Search Vollzeit
Responsibilities and Expectations:

The successful candidate will be responsible for the following tasks:

  • Administration of trusts, including preparation of documents and handling client requests.
  • Assisting with client procedures, including trust establishment, opening bank accounts, distributions, etc.
  • Preparation of various standard documents such as Trustee and Board resolutions, Deeds of appointment, Minutes of meetings, Powers of attorney, etc.
  • Ensuring the accurate rendition, collection, and reporting of fee billings.
Requirements:
  • Sound knowledge of fundamental trust law, company law, and administrative practice.
  • Fundamental knowledge and understanding of investment/financial instruments.
  • Fundamental knowledge of banking products and their application in overall management and administration of wealth.
  • Basic understanding and working knowledge of accounting concepts and their applications.


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