Trust Administrator Assistant

vor 4 Wochen

Lugano, Tessin, Schweiz CAPITAL TRUSTEES AG Vollzeit
Job Description

Capital Trustees AG is seeking a highly organized and detail-oriented Trust Administrator Assistant to join our team in Lugano. As a key member of our administration team, you will provide essential support to our trust managers and senior advisors in the day-to-day administration of client structures.

This role requires excellent organization and time management skills, as well as proficiency in MS Office. A higher education or university degree in law, accounting, economics, or a related field is preferred. Prior experience in the trust and fiduciary industry, financial sector, or administrative roles is advantageous but not required.

Key Responsibilities
  • Drafting resolutions, minutes, meeting notes, and corporate documents
  • Preparing presentations and memos for clients or prospects
  • Reviewing bank statements and investments
  • Liaising with banks, accountants, and internal compliance teams
  • Client correspondence and record-keeping
Requirements and Qualifications

We are looking for a candidate with fluency in English and a good knowledge of at least one additional European language (Italian, Spanish, French, or German). Soft skills such as stress management, autonomy, flexibility, and a proactive approach are essential.

What We Offer
  • A competitive salary of CHF 55,000 - 65,000 per year
  • Career growth opportunities in a dynamic and fast-paced environment
  • Professional development through on-the-job learning and external training (e.g., STEP courses)

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