TRUST OFFICER
vor 2 Wochen
Currently we are looking for a highly motivated junior or senior trust officer to strengthen our Trustee team.
We offer a very open, flexible and pleasant working atmosphere with many other benefits.
Trust officer (80% - 100%)
A Trust Officer is responsible for the effective administration of a number of trusts and companies. On average, a TO will oversee 50 to 80 such entities on behalf of approximately 30 different clients.
Primary Responsibilities:
Day-to-day administration of trusts
Handling requests from clients, bankers, asset managers, lawyers, trust managers, accounting department, others
Administrative and client related support to Management
Preparation of various standard documents such as Trustee and Board resolutions, Deeds of appointment, Minutes of meetings, Powers of attorney, etc.
Assisting with client procedures (i.e. trust establishment, opening bank accounts, distributions, etc.)
Drafting of standard agreements such as loan agreements, credit facility agreement, share purchase agreements, etc.
Client meeting preparation, including compliance checks
Copying, filing and scanning of documents
Maintaining documents files, data base systems
Timely and accurate rendition, collection and reporting of fee billings
Ensuring the appropriate coping, scanning and filing of all original and sensitive documents according to internal procedures
Training Experience and Knowledge:
Sound knowledge of fundamental trust law, company law and administrative practice
Fundamental knowledge and understanding of investment / financial instruments
Fundamental knowledge of banking products and their application in overall management and administration of wealth
Basic understanding and working knowledge of accounting concepts and their applications
STEP qualification is desirable
Degree or professional qualification in Law, Business, Accounting and related background
Four years or more experience working in Trust, Banking, and legal related areas
Skills and Abilities Required:
Ability to analyze and evaluate basic investment summaries, accounting statements, banking and banking products related documentation
Ability to determine appropriate course of action of usual transactions, occurrences and events in accordance with general legal and administrative requirements
Ability to identify and anticipate risks occurring in daily administration
Ability to communicate effectively and present issues and possible solutions to the management and team colleagues
Ability and willingness to interact, cooperate and work through issues with team members, management, and clients
Excellent verbal and written communication skills in English. Other languages such as Russian, German, Dutch or Spanish will be added value
Excellent MS Office knowledge (Word, PowerPoint, Excel, NavOne)
Independent and self-starter, well organized, flexible
· Interested?
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