Trust Officer - STEP Diploma 100% (m / f)

About Our Client
Our client is an international trust boutique based in Geneva and in other international financial places.

Job Description

• Integration in the trust team;
• Day-to-day administration of trusts, foundations and companies;
• 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;
• Link with the other internal departments;
• Participation to the day to day in the office.

The Successful Applicant

• Degree or professional qualification in Law, Business, Accounting and related background;
• STEP qualification is required;
• 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
• Four years or more experience working in Trust, Banking, and legal related areas;
• Ability to analyse 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 language as an asset;
• Excellent MS Office knowledge (Word, PowerPoint, Excel);
• Independent and self-starter, well organised, flexible.

What's on Offer
Our client offers a 100% permanent contract within an international, dynamic and human-sized working environment. Remote access could be also possible for this role.