Client:
Independent, award-winning, long-established boutique trust & fiduciary services company in Geneva, with excellent global reach. A Client strong on diversity and offering a serious place to work as well as the chance to be part of an international, dynamic team that is close-knit.
Position:
Do you have 2 to 3 years experience as a trust administrator under your belt, and perhaps thinking about a change in 2025? If you are a bilingual English speaker and happy to come into the office every day, this firm can provide you with a real stepping stone for your career, where you can consolidate your experience gained to date, as part of a busy team and working with like-minded people. High quality work, an award-winning trust company and strong ethics and values.
Under the supervision of a senior trust administrator, you will take 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.
Tasks to include, but not limited to:
- Client contact, attendance at client meetings, supporting the more senior members of the team
- Day to day administration of various entities, including incorporation and liquidation of companies, creation and termination of Trusts
- Dealing with all formalities relating to bank-account openings and maintaining good relationships with banks and other third parties, on behalf of clients
- Processing expense payments and trust distributions
- 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
- Monitoring and assisting of invoice payments
- 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
- 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 procedures
Profile:
- Bachelors degree
- STEP qualification or working towards
- 2-4 years' experience in a similar position within the trust industry as trust administrator or trust officer
- Bilingual/mother-tongue English
- Excellent team player, autonomous and proactive
- Used to delivering high quality work with meticulous attention to detail and managing tight deadlines
- Driven, committed and hard-working
- Already in possession of a Swiss work permit or eligible (Swiss/EU/EFTA nationals or equivalent)
- Happy to work full-time (no home office)
What the Client offers:
- Top quality work within the trusts and estates arena
- Strong ethics and a leading reputation (award-winning)
- The chance to really develop your career in a meritocratic environment
- Based in the center of Geneva
- Team events
- Competitive remuneration package