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A large, global financial services company very well known to Finders, giving peace of mind to applicants. Joining a long-established and busy office in a picturesque part of Switzerland, offering a combination of an enhanced quality of life combined with a rewarding career path for a dynamic junior or senior lawyer or trusts person. With the backing of a global name and leading brand, the job has the advantage of being in a human-sized, friendly office as part of a very successful group where the company really invest in their employees as well as having an international approach.
Are you locally based in Switzerland and looking for a fresh challenge in the trusts industry? Perhaps you are based in the Channel Islands or elsewhere and keen to move to this lovely part of the world? You could be someone seasoned in trusts administration or even a junior UK qualified lawyer looking to specialise and move forward in this very interesting field. Ideally you are already based here in Switzerland and looking for a new job that is going to be rewarding and keeping you stretched!
This fast-growing and highly reputable, international financial services company is offering the chance for an experienced senior trusts administrator or junior lawyer to joining a busy and successful, growing team of this multi-family offce. Our client is very open to the background to the candidate at this stage.
Reporting to a Director, the key objective of the role is to provide an efficient, professional administrative support service to the Relationship Managers, Trustees and Directors on the formation and ongoing administration of Trusts and Companies. In this regard, you will be working closely with all the relationship managers and directors, the family office department and the trust team, as well as other departments such as compliance and legal etc.
The principal duties and accountabilities are largely administrative, as follows:
Prepare and arrange signature of all documents required for the transfer of the administration of entities between different offices, update list of entities and liaise with all relevant departments in respect of such transfers
Respond to requests from Relationship Directors/Managers for execution of transactions or provision of information and clarification
Respond to requests from Accounting and Compliance departments for information and clarification about accounts or related administrative issues
Prepare and present periodic reviews of trusts and companies to ensure that they are being administered in accordance with the company policies, jurisdictional and legal requirements
Ensure that the Company's data base system contains accurate and up to date information
Administration of own portfolio of entities, including liaison with Relationship Directors/Managers where necessary. Such administration to include : - Formation of trusts, companies and foundations in any jurisdiction - Termination of trusts, companies and foundations in any jurisdiction - Assist with transfers in/out of entities from/to other administrators - Drafting and checking of: Documentation / Resolutions / Loan Agreements / Powers of Attorney / Facility Documentation / Property transaction documents / Letters to third parties
Assist Directors and Managers on ad-hoc client requests and Group projects as they arise
Provide general administrative support and assistance
Well organized, with an interest in working in a high paced, high pressure environment with good numeracy, interpersonal and communication skills
A fast learner with a sharp mind, strong client care service orientation + commercial awareness
Diplôme de l'Ecole de Commerce, Maturité professionnelle or equivalent
A first work experience in the Trust business is an advantage but not a must; a strong interest in the Trust business
English at a business level (BEC higher)
Advanced Microsoft Excel and Word skills
Good numeracy skills and a strong commercial awareness
EU/EEA or Swiss nationals only due to work permit regulations
Committed to being based in the Suisse-Romande region or compelling reasons for moving to the area
Ideally available ASAP for this permanent contract
Internal Number: 6095149
About Finders SA
eFinancialCareers is a career site specializing in financial services.