Trust Officer Zurich & Baar
Baar, ZG, Switzerland
Job Description
For our client, an international trust company in Switzerland, Baar, we are looking for a Trust officer \\n
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Currently we are looking for a highly motivated junior or senior trust officer to strengthen our Trustee team. \\n
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We offer a very open, flexible and pleasant working atmosphere with many other benefits. \\n
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Trust officer (80% - 100%) \\n
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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. \\n
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Tasks \\n
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\\nPrimary Responsibilities:\\n
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\\nTraining Experience and Knowledge:\\n
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Please note this job can be performed 2 days tops per week remotely in case of a full-time employment \\n
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Location \\n
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Baar(Zug) and Zurich
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Currently we are looking for a highly motivated junior or senior trust officer to strengthen our Trustee team. \\n
\\n
We offer a very open, flexible and pleasant working atmosphere with many other benefits. \\n
\\n
Trust officer (80% - 100%) \\n
\\n
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. \\n
\\n
Tasks \\n
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\\nPrimary Responsibilities:\\n
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- Day-to-day administration of trusts\\n
- Handling requests from clients, bankers, asset managers, lawyers, trust managers, accounting department, others\\n
- Administrative and client related support to Management\\n
- Preparation of various standard documents such as Trustee and Board resolutions, Deeds of appointment, Minutes of meetings, Powers of attorney, etc.\\n
- Assisting with client procedures (i.e. trust establishment, opening bank accounts, distributions, etc.)\\n
- Drafting of standard agreements such as loan agreements, credit facility agreement, share purchase agreements, etc.\\n
- Client meeting preparation, including compliance checks\\n
- Copying, filing and scanning of documents\\n
- Maintaining documents files, data base systems\\n
- Timely and accurate rendition, collection and reporting of fee billings\\n
- Ensuring the appropriate coping, scanning and filing of all original and sensitive documents according to internal procedures\\n
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\\nTraining Experience and Knowledge:\\n
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- Sound knowledge of fundamental trust law, company law and administrative practice\\n
- Fundamental knowledge and understanding of investment / financial instruments\\n
- Fundamental knowledge of banking products and their application in overall management and administration of wealth\\n
- Basic understanding and working knowledge of accounting concepts and their applications\\n
- STEP qualification is desirable\\n
- Degree or professional qualification in Law, Business, Accounting and related background\\n
- Four years or more experience working in Trust, Banking, and legal related areas\\n
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- Ability to analyze and evaluate basic investment summaries, accounting statements, banking and banking products related documentation\\n
- Ability to determine appropriate course of action of usual transactions, occurrences and events in accordance with general legal and administrative requirements\\n
- Ability to identify and anticipate risks occurring in daily administration\\n
- Ability to communicate effectively and present issues and possible solutions to the management and team colleagues\\n
- Ability and willingness to interact, cooperate and work through issues with team members, management, and clients\\n
- Excellent verbal and written communication skills in English. Other languages such as Russian, German, Dutch or Spanish will be added value\\n
- Excellent MS Office knowledge (Word, PowerPoint, Excel, NavOne)\\n
- Independent and self-starter, well organized, flexible\\n
- Interested?\\n
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Please note this job can be performed 2 days tops per week remotely in case of a full-time employment \\n
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Location \\n
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Baar(Zug) and Zurich
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Job Detail
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Job IdJD1623404
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationBaar, ZG, Switzerland
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EducationNot mentioned