Trust Officer
vor 6 Monaten
The Trust Officer will take direct administrative responsibility for a portfolio of trusts, companies and other wealth structures ensuring that first class service is provided to all clients, intermediaries and other stakeholders. The role holder will work to identify and mitigate risk across their span of control and to work with their colleagues to achieve high standards of client service.
Key Accountabilities
Day to day administration of various entities, including incorporation and liquidation of companies, creation and termination of Trusts, drafting minutes Potential client contact, attendance at client meetings with relationship managers Processing expense payments and trust distributions Monitoring and assisting of invoice payments Dealing with all formalities relating to bank-account openings and maintaining good relationships with banks and other third parties, on behalf of clients Preparation of resolutions, minutes of boards of directors and minutes of general meetings, responses to KYC requests Preparation of memorandums and notes on specific transactions on important events related to the life of trusts Set up and onboarding of new clients in the administration system; document fulfilment for KYC and FATCA/ES and CRS related matters, onboarding, preparation of closing binders Risk management process through the identification and reporting of specific risks or risks trends to Senior Management and meet all governance, controls and compliance requirements Ensure compliance with internal policy and proceduresKnowledge and Experience
Very good organisational and communication skills Excellent team player, autonomous and proactive Fluent level of English is required 5-6 years of experience in a similar position in the trust industry at a minimum Experience in dealing with UK res/non dom clients would be beneficial Commitment to high quality professional service levels and desire to get involved in all elements of lifecycle of structure and administrationPrior experience in a compliance role is a plus.
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Trust Officer
vor 4 Wochen
Geneva, Schweiz Michael Page - Switzerland VollzeitAbout Our Client For a Trust company based in Geneva. Job Description The successful candidate will help the Trust Management team of 5 persons to: Manage a varied portfolio of fiduciary structures (Companies and Trusts) for global clients, monitoring the structures from an administrative, financial and regulatory perspective Work with clients...
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Trust Officer
vor 4 Wochen
Geneva, Schweiz Michael Page VollzeitThe successful candidate will help the Trust Management team of 5 persons to:Manage a varied portfolio of fiduciary structures (Companies and Trusts) for global clients, monitoring the structures from an administrative, financial and regulatory perspectiveWork with clients confidently, providing an exceptional service and showing an understanding of their...
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Trust officer
vor 3 Monaten
Geneva, Schweiz Michael Page - Switzerland VollzeitAbout Our Client Our client is a single family office. Job Description Assisting and/or preparing of notices, proxies and minutes of board of directors, shareholders and investment committee meetings; Assisting and/or preparing of various legal and financial documentation (SPA, NDA, loan agreements, subscription documents, etc.); Prepare bank account...
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Entry Level
vor 1 Monat
Geneva, Schweiz FINDERS SA VollzeitClient:A Geneva-based, trusts & fiduciary services company with an excellent and long-standing reputation. A human-sized organisation offering some of the best quality in terms of work and ethics, as well as a dynamic place to work for like-minded individuals! Due to continuing increases in new business, our client has a new job opening as a junior trust...
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Entry Level
vor 4 Wochen
Geneva, Schweiz FINDERS SA VollzeitClient:A Geneva-based, trusts & fiduciary services company with an excellent and long-standing reputation. A human-sized organisation offering some of the best quality in terms of work and ethics, as well as a dynamic place to work for like-minded individuals! Due to continuing increases in new business, our client has a new job opening as a junior trust...
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Entry Level
vor 1 Monat
1207 Geneva, Schweiz FINDERS SA VollzeitClient:A Geneva-based, trusts & fiduciary services company with an excellent and long-standing reputation. A human-sized organisation offering some of the best quality in terms of work and ethics, as well as a dynamic place to work for like-minded individuals! Due to continuing increases in new business, our client has a new job opening as a...
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Entry Level
vor 4 Wochen
1207 Geneva, Schweiz FINDERS SA VollzeitClient:A Geneva-based, trusts & fiduciary services company with an excellent and long-standing reputation. A human-sized organisation offering some of the best quality in terms of work and ethics, as well as a dynamic place to work for like-minded individuals! Due to continuing increases in new business, our client has a new job opening as a...
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Entry Level
vor 1 Monat
1207 Geneva, Switzerland FINDERS SA VollzeitClient:A Geneva-based, trusts & fiduciary services company with an excellent and long-standing reputation. A human-sized organisation offering some of the best quality in terms of work and ethics, as well as a dynamic place to work for like-minded individuals! Due to continuing increases in new business, our client has a new job opening as a junior trust...
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Entry Level
vor 4 Wochen
1207 Geneva, Switzerland FINDERS SA VollzeitClient:A Geneva-based, trusts & fiduciary services company with an excellent and long-standing reputation. A human-sized organisation offering some of the best quality in terms of work and ethics, as well as a dynamic place to work for like-minded individuals! Due to continuing increases in new business, our client has a new job opening as a junior trust...
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Un / Une Compliance Officer
vor 1 Monat
Geneva, Schweiz Entreprise anonyme VollzeitVos tâches principales : Assister le Responsable LBA dans ses tâches diverses telles que l’ouverture, la mise à jour et la clôture de dossiers LBA, la préparation d’audits, la veille réglementaire et le processus de reporting CRSEffectuer des recherches sur les prospects et assister les chargés de relations dans la préparation de nouveaux...
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Junior Compliance Officer
Vor 4 Tagen
Geneva, Schweiz Michael Page VollzeitAssist the Compliance Manager & Compliance Officer with the day-to-day administration tasks within the Compliance department.Maintain the client LBA files up to date and in good order and ensure that client KYC is up to date.Assist with maintaining and updating the client database.Maintain and update the internal training register and eventually other...
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Comptable - Single Family Office
vor 3 Monaten
Geneva, Schweiz Michael Page - Switzerland VollzeitAbout Our Client Pour notre client, un family office d'une trentaine de collaborateurs, nous recherchons un comptable 80-100% Job Description Responsabilités principales : Comptabilité Générale : Tenue de la comptabilité pour différentes entités (sociétés, trusts, fondations). Préparation des états financiers mensuels, trimestriels et...
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Comptable - Single Family Office
vor 5 Monaten
Geneva, Schweiz Michael Page VollzeitResponsabilités principales :Comptabilité Générale :Tenue de la comptabilité pour différentes entités (sociétés, trusts, fondations).Préparation des états financiers mensuels, trimestriels et annuels.Gestion des comptes fournisseurs et des comptes clients.*Gestion Financière et Reporting :Élaboration de rapports financiers détaillés à...
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Senior Compliance Officer Onboarding
vor 5 Monaten
Geneva, Schweiz EFG International VollzeitOur Financial Crime Compliance Department is looking for our Onboarding & Periodic Reviews team in Switzerland (Geneva, Zurich or Lugano) for an experienced Senior Compliance Officer able to deal with complex clients. Previous experience in Private Banking KYC/AML domain is required. Fluent English is a must. Any additional languages a strong plus. Main...
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Corporate administrator
Vor 4 Tagen
Geneva, Schweiz Michael Page VollzeitRespond to KYC requests;Preparing of notices, proxies and minutes of board of directors, shareholders and investment committee meetings;Preparing of various legal and financial documentation (SPA, NDA, loan agreements, subscription documents, etc.);Prepare bank account opening documentation and update all banking documentation;Coordinate signatures and...
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Corporate administrator
Vor 5 Tagen
Geneva, Schweiz Michael Page - Switzerland VollzeitAbout Our Client Our client is a single family office. Job Description Respond to KYC requests; Preparing of notices, proxies and minutes of board of directors, shareholders and investment committee meetings; Preparing of various legal and financial documentation (SPA, NDA, loan agreements, subscription documents, etc.); Prepare bank account opening...
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Client Relationship Manager
vor 6 Monaten
Geneva, Schweiz Pictet VollzeitYour team Pictet Wealth Management (PWM) combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families, including discretionary and advisory investment solutions and family office services. You will manage client...
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IT Specialist
vor 1 Monat
Geneva, Schweiz Next-Link VollzeitThis is a remote position.- Excellent knowledge of SASE / Zero-Trust Network Access (ZTNA) principles.- Excellent understanding of Remote Access Service and Application Delivery technologies.- Good working knowledge of the Information Technology Infrastructure Library (ITIL) framework.- Good organizational skills.- Excellent analytical and problem-solving...
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Associate, Private Wealth, Geneva
vor 3 Monaten
Geneva, Schweiz Schellenberg Wittmer VollzeitWe are looking for a Swiss-Qualified Lawyer to join our team in the field of: Private Wealth. Our Private Wealth Group covers the full range of contentious and non-contentious private wealth legal issues. We are highly skilled in advising individuals and families in their planning and structuring of private wealth and business assets, wealth...
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PLM CAD Data Manager
vor 5 Monaten
Geneva, Schweiz Capgemini VollzeitAbout Us At Capgemini Engineering Switzerland we value excellence, diligence, responsibility, dynamism and innovation. We offer a diverse workplace and would like to invite you to be part of our success story where we provide training, tools and foundations for your professional and personal growth. We are looking for an experienced PLM CAD Data...
