Trust Officer

vor 2 Monaten

Baar, Zug, Schweiz Lexius Search Vollzeit
About the Role

We are seeking a highly motivated Trust Officer to join our team at Lexius Search in Zurich. As a Trust Officer, you will be responsible for the effective administration of a number of trusts and companies.

Key Responsibilities
  • Day-to-day administration of trusts, including handling requests from clients, bankers, asset managers, lawyers, trust managers, and accounting departments.
  • Administrative and client-related support to Management, including preparation of various standard documents such as Trustee and Board resolutions, Deeds of appointment, Minutes of meetings, Powers of attorney, etc.
  • Assisting with client procedures, including trust establishment, opening bank accounts, distributions, and drafting of standard agreements such as loan agreements, credit facility agreements, share purchase agreements, etc.
  • Client meeting preparation, including compliance checks, and maintaining documents files, data base systems.
  • Timely and 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.
  • STEP qualification is desirable.
  • Degree or professional qualification in Law, Business, Accounting, and related background.
  • Four years or more experience working in Trust, Banking, and legal-related areas.
Skills and Abilities
  • Ability to analyze and evaluate basic investment summaries, accounting statements, banking, and banking products-related documentation.
  • Ability to determine appropriate course of action of usual transactions, occurrences, and events in accordance with general legal and administrative requirements.
  • Ability to identify and anticipate risks occurring in daily administration.
  • Ability to communicate effectively and present issues and possible solutions to the management and team colleagues.
  • Ability and willingness to interact, cooperate, and work through issues with team members, management, and clients.
  • Excellent verbal and written communication skills in English. Other languages such as Russian, German, Dutch, or Spanish will be added value.
  • Excellent MS Office knowledge (Word, PowerPoint, Excel, NavOne).
  • Independent and self-starter, well-organized, flexible.
What We Offer

We offer a very open, flexible, and pleasant working atmosphere with many other benefits. This role can be performed 2 days tops per week remotely in case of a full-time employment.

Location: Baar (Zug) and Zurich.

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