Trust Administrator

vor 1 Woche

Lausanne, Schweiz Kaleso SA Vollzeit

We are a multi-family office company focused mainly on LATAM market, looking for an experienced and motivated Trust & Corporate Administrator (60-100%) to assist in managing the day-to-day trust and estate planning needs of our clients.

 

Trust Administrator 

Trust & Corporate Administrator

 

Responsibilities and duties :

  • Assisting Trust & Corporation Senior Administrators on day-to-day administration of structures, designed by tax experts and attorneys, including Trusts, Foundations, and underlying companies across various jurisdictions
  • Ensure structures are in good-standing and in compliance with internal guidelines and regulatory framework by preparing documents
  • Draft Trustee’s and Directors’ resolutions and minutes of meetings
  • Draft letters, memorandums, emails, and other necessary documents to communicate with relationship manager, compliance, and intermediaries
  • Establish and maintain required internal documentation, files, and records
  • Prepare documents and handle all aspects of bank account openings and closings
  • Perform research to respond to internal and external inquiries
  • Review and control Trust and Company financial statements prepared by accountants
  • Interact and provide administrative support to Relationship Manager, Management, Compliance and various intermediaries

 

Qualifications and skills:

  • Minimum of 2 years of working experience as a Trust Administrator, ideally in a family office or in an international fiduciary company
  • Basic accounting skills and knowledge
  • English fluency – written and spoken, French and Spanish are a plus

 

Interpersonal skills:

  • Trustworthy and ability to maintain strict confidentiality
  • Ability to work independently and follow through on assignments with limited direction
  • Strong oral and written communication skills
  • Detail-oriented with strong organizational and follow-up skills, as well as experienced in handling multiple projects simultaneously
  • Excels in fast paced and evolving environment
  • Strong time and project management skills, ability to prioritize, meet short deadlines and be punctual
  • Highly motivated and team oriented
  • Computer proficient and ability to use Microsoft Office and other software programs

 

Education / Certification / Licenses:

  • CFC Commercial
  • STEP Diploma ITM or equivalent

 

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