Trust Officer
vor 2 Wochen
We are looking for a motivated Trust Officer or Mandate Head for our branch in Zurich as soon as possible or by arrangement. Interested? Then we look forward to receiving your application.
Your tasks
- Establishment, administration and management of companies and entities such as trusts and foundations
- Support of the director and partner in charge and administration and management of clients' relationships; correspond with mandate-related contacts such as lawyers, advisers or private bankers
- Handle administrative tasks and ensure compliance with business and legal requirements (AML, CRS, FATCA)
- Manage electronic client and company data
- Collaborate in internal and client-related projects
- Support in business development
- Support in management of the group company in USA
- Development of a network with internal and external professional contacts
Your profile
- Commercial apprenticeship or equivalent; STEP qualification (TEP) or interested to complete
- Experience in the international trust business and strong interest to work in the industry
- Basic understanding of FATCA and CRS environment and AML
- Dynamic, open-minded and proactive personality, who approaches new challenges with motivation and takes responsibility
- Good knowledge of common IT programs and openness to new digital solutions
- Fluent in Business English (spoken and written), German knowledge is a strong plus
- Excellent communication skills towards high net worth clients
- Solid administration experience, sound numeracy skills and a strong commercial awareness
Your benefits
- A diverse and responsible role offering a high degree of autonomy and opportunities to shape your work
- A professional working environment where a friendly atmosphere and cooperative collaboration are a top priority
- Flexible working time models with an individual home-office arrangement and at least 5 weeks of vacation
- Attractive compensation with above-average social benefits, including a two-thirds employer contribution to the pension fund and full coverage of accident and daily sickness allowance insurance premiums by the employer
- Annual voucher for activities related to fitness, health, or wellness
- Half-fare public transport travel card
- Monthly shared breakfast as well as additional team events
Become part of KENDRIS
KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients. In our multicultural company, we employ around 180 experts from over 25 different nationalities.
-
Trust Officer
Vor 4 Tagen
Wengistrasse Zurich, ZH, Switzerland Kendris VollzeitWe are looking for a motivated Trust Officer or Mandate Head for our branch in Zurich as soon as possible or by arrangement. Interested? Then we look forward to receiving your application.Your tasksEstablishment, administration and management of companies and entities such as trusts and foundationsSupport of the director and partner in charge and...
-
Trust Officer
vor 2 Wochen
Zurich, Schweiz KENDRIS AG VollzeitKENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients. In our multicultural company, we employ around 180 experts from over 25 different nationalities. Trust Officer / Mandate Head 100% (f, m, d) We are looking for a motivated Trust Officer or Mandate Head for our...
-
Trust Administrator 60-80%
vor 9 Stunden
Zurich, Schweiz kessler.vogler GmbH Vollzeit**Responsibilities**: - Coordinate the transition of companies to new service providers - Collaborate with Register Agents to facilitate the transfer of shareholders and directorships - Update account documentation pertaining to transfers - Ensure the database is kept current - Prepare various documents including letters and resolutions - Communicate with...
-
Assistant Trust Administration
vor 2 Wochen
Zurich, Schweiz KENDRIS AG VollzeitKENDRIS is a leading, independent Swiss partner for family office, trust and fiduciary services, Swiss and international tax and legal advice, accounting, outsourcing and art management. Our clients include companies, individuals and families as well as family offices, financial institutions, law firms and tax consultancies. In our multicultural company, we...
-
Assistant Trust Administration
vor 1 Woche
Zurich, Schweiz KENDRIS AG VollzeitKENDRIS is a leading, independent Swiss partner for family office, trust and fiduciary services, Swiss and international tax and legal advice, accounting, outsourcing and art management. Our clients include companies, individuals and families as well as family offices, financial institutions, law firms and tax consultancies. In our multicultural company, we...
-
Client Reporting
Vor 7 Tagen
Zurich, Schweiz Sequent Vollzeit**RESPONSIBILITIES** - Maintain high quality and timely accounting records of trust and fiduciary structures. - Perform periodic reconciliation of internal accounting records to portfolio statements from financial institutions. - Prepare financial statements of trust and fiduciary structures in accordance with the appropriate accounting standards or relevant...
-
Operations/hr Coordinator
vor 1 Woche
8005 Zürich, ZH, Schweiz Trust Work GmbH Vollzeit**Trust Work GmbH**: We are convinced that every company, regardless of its size, needs access to excellent HR and financial services in order to be successful. Trust and a focus on our clients' business are the foundation of our collaboration. We take on the role of an HR and/or financial department, either fully or partially, for startups, SMEs, or...
-
Private Clients Administrator, Family Office
Vor 5 Tagen
Zurich, Schweiz AP Executive VollzeitLocation: Zurich - Salary: Negotiable per annum - Job Type:Permanent Posted about 9 hours ago We are currently looking for a private clients administrator to join a boutique sized family office in the centre of Zurich. Requirements for the role is to have a minimum of 3 years experience from a similar sector like a trust or a private office business. You...
-
Risk-manager
Vor 7 Tagen
Zurich, Schweiz Helvetic Trust VollzeitWir sind eine wachstumsorientierte, unabhängige Vermögensverwaltung / Family Office, mit einer internationalen Klientel mit Niederlassungen in Zürich, Bern und Lausanne sowie einer Repräsentanz in London. Für unseren Hauptsitz in Zürich suchen wir per sofort oder nach Vereinbarung Risk Manager/Legal Counsel 60% (w/m/d) In dieser spannenden und...
-
Zero Trust Architect
Vor 5 Tagen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Information Technology (IT) - Group Functions **Job Reference #** - 288565BR **City** - Zürich **Job Type** - Full Time **Your role** - Architect the next generation of network security technical controls? - You’ll: - be responsible for designing and optimizing the organization’s network security - assess current network...