Assistant Trust Relationship Manager 100% (m / f)
📋 Détails de l'offre
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.
Assistant Trust Relationship Manager 100% (m / f)
Our client is a well established trust & fiduciary company in Switzerland and other international financial places.
Description
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Supporting Senior Relationship Managers in administering a portfolio of clients and maintaining relationships with clients and third parties;
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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;
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Assisting Senior Relationship Managers with daily administration;
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Preparing internal and external correspondence as requested;
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Managing the opening and closing of custodian & bank accounts;
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Maintaining the client database (Business Central);
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Assisting with the closure and transfer-out processes;
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Participating in any internal project work as required;
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Link with internal staff and external clients, banks and intermediaries;
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Participating in the day-to-day in the office.
Profile
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Trust background knowledge;
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Part-qualified or studying towards relevant certificate or diploma (STEP);
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A minimum of 5 years relevant background in a similar role;
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Good technical knowledge of trust company administration processes;
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Good knowledge of regulations and tax rules for client relevant jurisdictions;
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Basic understanding of accounts, financial statements and investments;
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Excellent verbal and written communication skills in English - accurate, concise and clear;
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Methodical, thorough and attention to detail;
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Proficient with Microsoft Office products (Outlook, Word, Excel, PowerPoint, etc.);
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Multi-tasking across several clients and supporting other teams where necessary;
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Work prioritisation and management on daily basis;
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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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🏢 À propos de l'entreprise
Entreprise dans le secteur Assurances