Assistant Trust Relationship Manager 100% (m / f)
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Job description
For one of our clients, we are looking for an Assistant Trust Relationship Manager in 100% permanent contract and based in Geneva. The collaborator will support the Senior Relationship Managers of the trust & fiduciary company. Our client is a well established trust & fiduciary company in Switzerland and other international financial places. Description Supporting Senior Relationship Managers in administering a portfolio of clients and maintaining relationships with clients and third parties; Maintaining statutory records for trusts and companies, including document execution, file exploratory work, payment preparation, drafting resolutions, preparing client meeting reports and verifying bank statements; Assisting Senior Relationship Managers with daily administration; Preparing internal and external correspondence as requested; Managing the opening and closing of custodian & bank accounts; Maintaining the client database (Business Central); Assisting with the closure and transfer-out processes; Participating in any internal project work as required; Link with internal staff and external clients, banks and intermediaries; Participating in the day-to-day in the office. Profile Trust background knowledge; Part-qualified or studying towards relevant certificate or diploma (STEP); A minimum of 5 years relevant experience in a similar role; Good technical knowledge of trust company administration processes; Good knowledge of regulations and tax rules for client relevant jurisdictions; Basic understanding of accounts, financial statements and investments; Excellent verbal and written communication skills in English - accurate, concise and clear; Methodical, thorough and attention to detail; Proficient with Microsoft Office products (Outlook, Word, Excel, PowerPoint, etc.); Multi-tasking across several clients and supporting other teams where necessary; Work prioritisation and management on daily basis; Team player and self-motivated. Job Offer Our client offers a 100% permanent contract within a human-sized, well-being, dynamic and international working environment.
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