Trusts Assistant

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von: FINDERS SA | localité: GenèveN: FINDERSSA

Trusts Assistant

Client:

Well-respected, independent, long-established trusts company who have recently opened an office in Geneva. Full FINMA licence, high quality client base and a super, close-knit team. Going from strength to strength, growing the office by now looking for a trust assistant. Lovely offices in central Geneva.

Position:

Do you already have 1 or 2 years' as a trusts assistant or assistant trust officer? Perhaps you started on reception at a trusts company and are now keen to further consolidate your trusts administration experience? Either way, this is an exciting opportunity to be part of a new office in Geneva where you will be assisting 2 senior trust officers as well as 2 managing directors. Working closely with their Bahamas and US offices as well.

Perhaps you are not happy in your current role and keen to try something new or else between jobs at the moment and looking to add value, bring your knowledge and learn and grow? My client is keen for someone to evolve and over time go on to be a fully-fledged trust officer and eventually take the STEP exams etc. Their well-established business can be best described as a "trusts and multifamily office client with a booster" – the booster being that their business is already established and they have a track record of over 10 years (UK, Bahamas, South Africa, Europe etc). The chance therefore for a dynamic and driven junior to be part of a seasoned boutique with good people and high quality trusts and estates work.

You should already have some trusts experience as an assistant so that you don't need to be trained from scratch. Typical tasks could include, but not limited to:

  • Basic trust and & company administration
  • Customer service support
  • Assisting on the drafting of resolutions (based on templates)
  • Completion of bank account openings.
  • Supporting the trust officers on documentation needed for the files for new business or existing business e.g account-opening, liaising with the banks etc
  • Uploading the necessary documents and information onto Navision
  • Answering the telephone and dealing with simple client queries
  • Scanning and archiving as well as preparing meeting packs
  • Handling client queries and escalating as needed with meticulous record-keeping
  • Any other ad-hoc tasks as a trusts assistant that might be required from time to time and given more responsibility over time as you learn and grow

Profile:

  • 1 to 4 years' experience as a trusts assistant or assistant trust officer
  • Bachelor degree e.g in law (common law), finance, economics or equivalent
  • STEP certificate passed or being undertaken
  • A confirmed, first experience in trust administration
  • Some exposure to UK res non dom clients would also be a strong plus but not a must
  • Excited by the idea of being part of a small but growing office and close-knit team
  • Strong administration and organizational skills as well as comfortable with internal and external stakeholders
  • Pro-active, team spirit, willing to go the extra mile
  • Good communication skills and an entrepreneurial mindset
  • Curious, willing to learn and wanting to really be involved
  • Strong IT and computer skills; Navision a plus but not a must
  • Fluent/bilingual English; some French or other languages a plus
  • Eligible to work in Switzerland if not already in possession of a Swiss work permit or passport (frontalier ok) – should ideally be already based locally in the Geneva area
  • Available to start ASAP preferred for this full-time, permanent contract (those on a notice period of course also seriously considered too)

  • Genève

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