Trust officer (Baar)

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View: 125

Update day: 20-04-2024

Location: Baar Zug ZG

Category: Accounting / Auditing Part-time

Industry:

Job type: 100%, Temps partiel, Temps de travail : 80-100%

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Job content

For our client, an international boutique trust company in Switzerland, Baar, we are looking for a Trust officer

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.

Tasks

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
Requirements

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?
  • If you are interested in this opportunity, please send your curriculum vitae IN WORD in English (covering letter not necessary just a brief motivation of 1 alinea regarding interest in the position) + salary expectation + timeslots for interview availabilities +notice period/availability via e-mail to For more information about Lexius Search, please go to .
Please note this job can be performed 2 days tops per week remotely in case of a full-time employment

Location

Baar(Zug)
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Deadline: 04-06-2024

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