About Our Client Our client is a well established trust & fiduciary company in Switzerland and other international financial places.
Job 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.
The Successful Applicant
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.
What's on Offer Our client offers a 100% permanent contract within a human-sized, well-being, dynamic and international working environment.
Quote job ref: JN-062026-7048671
#J-18808-Ljbffr
Job 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.
The Successful Applicant
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.
What's on Offer Our client offers a 100% permanent contract within a human-sized, well-being, dynamic and international working environment.
Quote job ref: JN-062026-7048671
#J-18808-Ljbffr
Assistant Trust Relationship Manager 100% (m / f) Arbeitgeber: Michael Page
Michael Page ist ein hervorragender Arbeitgeber, der seinen Mitarbeitern in Zürich nicht nur ein attraktives Vergütungspaket bietet, sondern auch ein dynamisches und internationales Arbeitsumfeld, das die persönliche und berufliche Weiterentwicklung fördert. Die Unternehmenskultur legt großen Wert auf Teamarbeit und Vielfalt, was es den Mitarbeitern ermöglicht, ihre Fähigkeiten in der Vermögensverwaltung optimal einzubringen und zu erweitern, während sie bedeutende Beziehungen zu wohlhabenden Kunden aus der Golfregion aufbauen.
