Assistant Trust Administrator

We are an expanding, independent and privately owned multi-jurisdictional Trust Company and we are looking for a dynamic and committed individual to join our Lugano office and help in the administration of trusts and local / international legal entities.

The ideal candidate would have excellent organization and attention to details, would thrive in a fast-paced team-oriented work environment.

A preliminary experience in the trust and fiduciary industry, in the financial sector (i.e., Big 4, banks, accounting), in a law firm focused on private clients, or in any administrative office would be a plus.

Tasks

Support Trust Managers and Senior Advisors with their day-to-day administration of client structures, including :

• assistance in drafting resolutions, minutes, meeting notes and corporate documents such as letters of wishes, board minutes and resolutions, contracts, loan agreements and powers of attorney;
• preparation of presentations or memos for clients or prospects;
• review of bank statements and investments;
• monitoring of payment executions;

liaise with banks (e.g., preparation of payment instructions, preparation of bank forms)

• liaise with internal & external accountants;
• liaise with internal compliance and support in compliance-related tasks;
• client correspondence;
• maintain accurate and up-to-date records of client entities, ensuring all statutory obligations are complied with;
• General office administration;

Be a part of various in-house projects (e.g., preparation of marketing presentations, social media, involvement in marketing strategies).

Requirements

REQUIREMENTS

• Fluent in English and with a good knowledge of at least one among Italian, Spanish, French or German; any additional language would be highly appreciated;
• Proficient in MS Office;
• Higher education or university educated (law, accounting, economics or similar);
• Preliminary experience in the trust and fiduciary industry, in the financial sector (i.e., Big 4, banks, accounting), in a law firm focused on private clients, or generally in administration would be preferable, but not strictly required.

SOFT SKILLS

• Excellent organization and time management skills;
• Excellent interpersonal and communication skills with the ability to deal effectively with all levels of staff within the group as well as third party service providers;
• Stress management, autonomous, flexible and proactive;
• Curious, dependable, and interested in gaining knowledge;
• Great attention to details and committed to high quality service;
• Reliable, trustworthy and a team-player.

Benefits

• Competitive salary and career growth opportunities;
• Very dynamic, fast-paced, Swiss / international, and trustworthy working environment;
• Opportunity to learn on the job and the potential of external training (e.g., STEP courses).

Capital Trustees is an independent trustee company based in Switzerland and specialised in trust set-up and administration services