Trust Officer

Stonehage Fleming SA
Neuchâtel

1T

As a Trust Officer you will be primarily responsible for the provision of an efficient, professional administrative support service to Relationship Directors/Managers, on formation and ongoing administration of Trusts and Companies. This role will involve close and regular interaction with all members of the Trust Team, Relationship Directors / Managers, Accountants within the Family Office International department and the other departments.

Trust Officer

As a Trust Officer you will be primarily responsible for the provision of an efficient, professional administrative support service to Relationship Directors/Managers, on formation and ongoing administration of Trusts and Companies. This role will involve close and regular interaction with all members of the Trust Team, Relationship Directors / Managers, Accountants within the Family Office International department and the other departments.

  • Prepare and arrange signature of all documents required for the transfer of the administration of entities between different offices, update list of entities and liaise with all relevant departments in respect of such transfers
  • Respond to requests from Relationship Directors/Managers for execution of transactions or provision of information and clarification
  • Respond to requests from Accounting and Compliance departments for information and clarification about accounts or related administrative issues
  • Prepare and present periodic reviews of trusts and companies to ensure that they are being administered in accordance with the company policies, jurisdictional and legal requirements
  • Ensure that the Company’s data base system contains accurate and up to date information
  • Administration of own portfolio of entities, including liaison with Relationship Directors/Managers where necessary. Such administration to include :

- Formation of trusts, companies and foundations in any jurisdiction

- Termination of trusts, companies and foundations in any jurisdiction

- Assist with transfers in/out of entities from/to other administrators

- Drafting and checking of: Documentation / Resolutions / Loan Agreements / Powers of Attorney / Facility Documentation / Property transaction documents / Letters to third parties

  • Assist Directors and Managers on ad-hoc client requests and Group projects as they arise
  • Provide general administrative support and assistance

PERSON SPECIFICATIONS

  • Well organized, with an interest in working in a high paced, high pressure environment
  • Diplôme de l’Ecole de Commerce, Maturité professionnelle or equivalent
  • First work experience in the Trust business is an advantage
  • Good level of English
  • A strong interest in the Trust and Company administration business
  • Advanced Microsoft Word and Excel skills
  • Excellent interpersonal and communication skills with the ability and maturity to deal effectively with all levels of staff and management within the Group, third party service providers such as asset managers and tax consultants
  • A strong client care / service orientation

We offer you the opportunity to work in an enjoyable environment within an international, fast growing organization.