Location:
Geneva or Zurich, Switzerland
Reports to:
Trust Managers and/or Directors
Main purpose of job:
To provide a professional, efficient administrative support service to the Trust Managers/Directors on formation and ongoing administration of Trusts and Companies.
This role involves regular interaction with all members of the Trust Team, Directors, Accounting team and other colleagues within the office.
Main duties and responsibilities:
- Assist with the administration of entities, including liaison with Trust Managers/Directors where necessary. Such administration to include:
- Formation of trusts, companies and foundations in any jurisdiction.
- Assist with transfers in of entities from other administrators.
- Drafting and checking of, inter alia: Documentation / Resolutions / Loan Agreements / Powers of Attorney / Facility Documentation / Property transaction documents / Letters to third parties.
- Prepare and arrange signature of documentation required for the administration of entities, as required.
- Check data management and case ware software systems and update database as required.
- Assist the Trust Managers/Directors on ad-hoc client requests and Company projects as they arise.
- Provide cover and support for absences within the department.
Key relationships:
Daily contact with the team for work allocation and to provide assistance.
Size and scope of the role:
Responsible for providing seamless Trust Administrator support service to the Trust Team.
Key skills required:
- Ability to build and maintain relationships with colleagues at all levels and work effectively as part of a team.
- A team orientated and client service orientated approach.
- Excellent communication and organisation skills with a high level of attention to detail.
- Ability to self-manage workload and to prioritise work effectively.
- Professionalism and confidentiality at all times.
- Ability to develop self and others.
- Good numeracy skills and a strong commercial awareness.
- Good working knowledge of Microsoft applications.
Education / Qualification / Experience:
- At least 3 years’ experience working as a Trust Administrator within a professional services environment. We would also consider applicants with an extensive high level administration background looking for a career change.
- Excellent interpersonal and communication skills with the ability and maturity to deal effectively with all levels of staff and management within the Company, third party service providers such as asset managers and tax consultants, and with clients directly.
- A strong client care / service orientation.
- English at a business level (BEC higher, min. C1).
- Completion of apprenticeship or university degree.
- STEP Qualified or nearing completion of qualification is preferred but not essential.
- A good working knowledge of trust and corporate structuring would be helpful – preferably in the international financial services market.
Other requirements:
Flexibility with working hours as and when required.