Assistant Trust Administrator

vor 1 Monat

Lugano, Schweiz CAPITAL TRUSTEES AG Vollzeit

We are an expanding, independent and privately owned multi-jurisdictional Trust Company and we are looking for a dynamic and committed individual to join our Lugano office and help in the administration of trusts and local / international legal entities.

The ideal candidate would have excellent organization and attention to details, would thrive in a fast-paced team-oriented work environment. A preliminary experience in the trust and fiduciary industry, in the financial sector (i.e., Big 4, banks, accounting), in a law firm focused on private clients, or in any administrative office would be a plus.

Tasks

  • Support Trust Managers and Senior Advisors with their day-to-day administration of client structures, including:

  • assistance in drafting resolutions, minutes, meeting notes and corporate documents such as letters of wishes, board minutes and resolutions, contracts, loan agreements and powers of attorney;

  • preparation of presentations or memos for clients or prospects;

  • review of bank statements and investments;

  • monitoring of payment executions;

  • liaise with banks (e.g., preparation of payment instructions, preparation of bank forms)

  • liaise with internal & external accountants;

  • liaise with internal compliance and support in compliance-related tasks;

  • client correspondence;

  • maintain accurate and up-to-date records of client entities, ensuring all statutory obligations are complied with;

  • General office administration;

  • Be a part of various in-house projects (e.g., preparation of marketing presentations, social media, involvement in marketing strategies).

Requirements

REQUIREMENTS

  • Fluent in English and with a good knowledge of at least one among Italian, Spanish, French or German; any additional language would be highly appreciated;
  • Proficient in MS Office;
  • Higher education or university educated (law, accounting, economics or similar);
  • Preliminary experience in the trust and fiduciary industry, in the financial sector (i.e., Big 4, banks, accounting), in a law firm focused on private clients, or generally in administration would be preferable, but not strictly required.

SOFT SKILLS

  • Excellent organization and time management skills;
  • Excellent interpersonal and communication skills with the ability to deal effectively with all levels of staff within the group as well as third party service providers;
  • Stress management, autonomous, flexible and proactive;
  • Curious, dependable, and interested in gaining knowledge;
  • Great attention to details and committed to high quality service;
  • Reliable, trustworthy and a team-player.
Benefits
  • Competitive salary and career growth opportunities;
  • Very dynamic, fast-paced, Swiss / international, and trustworthy working environment;
  • Opportunity to learn on the job and the potential of external training (e.g., STEP courses).


Capital Trustees is an independent trustee company based in Switzerland and specialised in trust set-up and administration services

  • Trust Administrator

    vor 1 Monat

    Lugano, Tessin, Schweiz CAPITAL TRUSTEES AG Vollzeit

    Job Title: Assistant Trust AdministratorDescription:We are seeking a highly organized and detail-oriented Assistant Trust Administrator to join our Lugano office. The ideal candidate will have excellent communication skills, proficiency in MS Office, and a strong understanding of the trust and fiduciary industry.Key Responsibilities:* Support Trust Managers...

  • Trust Administrator Assistant

    vor 4 Wochen

    Lugano, Tessin, Schweiz CAPITAL TRUSTEES AG Vollzeit

    Job DescriptionCapital 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...

  • Assistant Trust Administrator

    vor 1 Monat

    Lugano, Schweiz CAPITAL TRUSTEES AG Vollzeit

    We are an expanding, independent and privately owned multi-jurisdictional Trust Company and we are looking for a dynamic and committed individual to join our Lugano office and help in the administration of trusts and local / international legal entities. Tasks - Support Trust Managers and Senior Advisors with their day-to-day administration of client...

  • Assistant Trust Administrator

    vor 1 Monat

    Lugano, Schweiz CAPITAL TRUSTEES AG Vollzeit

    We are an expanding, independent and privately owned multi-jurisdictional Trust Company and we are looking for a dynamic and committed individual to join our Lugano office and help in the administration of trusts and local / international legal entities. The ideal candidate would have excellent organization and attention to details, would thrive in a...

  • Assistant Trust Administrator

    vor 1 Monat

    Lugano, Schweiz CAPITAL TRUSTEES AG Vollzeit

    We are an expanding, independent and privately owned multi-jurisdictional Trust Company and we are looking for a dynamic and committed individual to join our Lugano office and help in the administration of trusts and local / international legal entities. The ideal candidate would have excellent organization and attention to details, would thrive in a...

  • Assistant Trust Administrator

    vor 1 Monat

    Lugano, Schweiz CAPITAL TRUSTEES AG Vollzeit

    We are an expanding, independent and privately owned multi-jurisdictional Trust Company and we are looking for a dynamic and committed individual to join our Lugano office and help in the administration of trusts and local / international legal entities. The ideal candidate would have excellent organization and attention to details, would thrive in a...

  • Trust Administrator Role with Excellent Benefits

    vor 4 Wochen

    Lugano, Tessin, Schweiz CAPITAL TRUSTEES AG Vollzeit

    Company Overview">CAPITAL TRUSTEES AG is a leading, independent trustee company based in Switzerland. We specialize in trust set-up and administration services.">About the Role">We are seeking a dynamic and committed Trust Administrator to join our Lugano office. As a key member of our team, you will play a vital role in the administration of trusts and...

  • Executive Assistant

    vor 7 Monaten

    Lugano, Schweiz The Liechtenstein Cryptoassets Exchange Vollzeit

    **LCX is on a mission to redefine finance as we know it, becoming a new category leader innovating capital markets powered by blockchain technology. LCX is a global financial technology company based in Liechtenstein that focuses on tokenization of assets, utility and security token offerings, and advanced trading tools. We are seeking a highly skilled and...

  • Executive Assistant

    vor 2 Monaten

    Lugano, Schweiz Liechtenstein Cryptoassets Exchange (LCX) Vollzeit

    LCX is on a mission to redefine finance as we know it, becoming a new category leader innovating capital markets powered by blockchain technology. LCX is a global financial technology company based in Liechtenstein that focuses on tokenization of assets, utility and security token offerings, and advanced trading tools. We are seeking a highly skilled and...

  • Executive Assistant

    vor 2 Monaten

    Lugano, Schweiz The Liechtenstein Cryptoassets Exchange Vollzeit

    LCX is on a mission to redefine finance as we know it, becoming a new category leader innovating capital markets powered by blockchain technology. LCX is a global financial technology company based in Liechtenstein that focuses on tokenization of assets, utility and security token offerings, and advanced trading tools. We are seeking a highly skilled and...

  • Assistant Relationship Manager

    vor 6 Monaten

    Lugano, Schweiz SYZ GROUP Vollzeit

    Support a Relationship Manager and become their trusted client service officer. Perform all the administrative tasks related to client files and provide administrative, organizational and communication support to the Relationship Manager in his daily tasks. We are looking for a person who is eager to learn and to contribute to the team’s success and who...

  • Highly Skilled Administrative Support Specialist

    vor 4 Wochen

    Lugano, Tessin, Schweiz LCX Vollzeit

    LICX is a pioneering financial technology company based in Liechtenstein, dedicated to revolutionizing capital markets through innovative blockchain solutions. We are seeking a highly skilled and motivated Personal and Executive Assistant to the Management and Board of Directors with exceptional German and English language skills.Key Responsibilities:...

  • Executive Assistent

    vor 7 Monaten

    Lugano, Schweiz LCX Vollzeit

    **LCX is on a mission to redefine finance as we know it, becoming a new category leader innovating capital markets powered by blockchain technology. LCX is a global financial technology company based in Liechtenstein that focuses on tokenization of assets, utility and security token offerings, and advanced trading tools. We are seeking a highly skilled and...