Job Description

For our client, an international trust company in Switzerland, Baar, we are looking for a Trust officer
Currently we are looking for a highly motivated junior or senior trust officer to strengthen our Trustee team.
We offer a very open, flexible and pleasant working atmosphere with many other benefits.
Trust officer (80% - 100%)
A Trust Officer is responsible for the effective administration of a number of trusts and companies. On average, a TO will oversee 50 to 80 such entities on behalf of approximately 30 different clients.
Tasks
Primary Responsibilities:

• Day-to-day administration of trusts
• 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

Requirements
Training Experience and Knowledge:

• 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
• STEP qualification is desirable
• Degree or professional qualification in Law, Business, Accounting and related background
• Four years or more experience working in Trust, Banking, and legal related areas

Skills and Abilities Required:
Ability to analyze 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 languages such as Russian, German, Dutch or Spanish will be added value
Excellent MS Office knowledge (Word, PowerPoint, Excel, NavOne)
Independent and self-starter, well organized, flexible
Interested?
If you are interested in this opportunity, please send your curriculum vitae IN WORD in English (no cover letter please just a brief motivation of 1 alinea regarding interest in the position) + salary expectation + timeslots for interview availabilities +notice period/availability via e-mail to Brigitte Welters. For more information about Lexius Search, please go to our website.
Please note this job can be performed 2 days tops per week remotely in case of a full-time employment
Location
Baar(Zug) and Zurich
Lexius Search
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