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

Employer
Michael Page - Switzerland
Location
Geneva, Switzerland
Salary
Competitive
Closing date
Oct 30, 2024
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Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
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.

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