Trust Officer
The Trust Officer will take direct administrative responsibility for a portfolio of trusts, companies and other wealth structures ensuring that first class service is provided to all clients, intermediaries and other stakeholders.
The role holder will work to identify and mitigate risk across their span of control and to work with their colleagues to achieve high standards of client service.
Key Accountabilities
- Day to day administration of various entities, including incorporation and liquidation of companies, creation and termination of Trusts, drafting minutes
- Potential client contact, attendance at client meetings with relationship managers
- Processing expense payments and trust distributions
- Monitoring and assisting of invoice payments
- Dealing with all formalities relating to bank-account openings and maintaining good relationships with banks and other third parties, on behalf of clients
- Preparation of resolutions, minutes of boards of directors and minutes of general meetings, responses to KYC requests
- Preparation of memorandums and notes on specific transactions on important events related to the life of trusts
- Set up and onboarding of new clients in the administration system; document fulfilment for KYC and FATCA / ES and CRS related matters, onboarding, preparation of closing binders
- Risk management process through the identification and reporting of specific risks or risks trends to Senior Management and meet all governance, controls and compliance requirements
- Ensure compliance with internal policy and procedures
Knowledge and Experience
- Very good organisational and communication skills
- Excellent team player, autonomous and proactive
- Fluent level of English is required
- 5-6 years of experience in a similar position in the trust industry at a minimum
- Experience in dealing with UK res / non dom clients would be beneficial
- Commitment to high quality professional service levels and desire to get involved in all elements of lifecycle of structure and administration
Prior experience in a compliance role is a plus.
Trust officer
At least 2 to 5 years in a similar position in a family office or a trust company;. ...
Trust officer
At least 2 to 5 years in a similar position in a family office or a trust company;. ...
Trust Officer
The successful candidate will help the Trust Management team of 5 persons to:. Manage a varied portfolio of fiduciary structures (Companies and Trusts) for global clients, monitoring the structures from an administrative, financial and regulatory perspective. Experience in the Trust industry for a m...
Trust Officer
For a Trust company based in Geneva. The successful candidate will help the Trust Management team of 5 persons to:. Manage a varied portfolio of fiduciary structures (Companies and Trusts) for global clients, monitoring the structures from an administrative, financial and regulatory perspective. Exp...
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We are looking for our client, a trust company based in Geneva, a Trust Officer 100%. Assist in setting up and maintaining statutory records, such as minutes from directors’ and shareholders’ meetings, and trustee resolutions. Strengthen client relationships with beneficiaries and advisers to ensure...
Trust officer
You will have an interesting role with no timesheets anymore |You will be based in the city centerBachelor degreeAt least 2 to 5 years in a similar position in a family office or a trust company;Excellent command of English and FrenchExcellent written and verbal communication skills;You will join a ...
Trust Officer
The successful candidate will help the Trust Management team of 5 persons to:. Manage a varied portfolio of fiduciary structures (Companies and Trusts) for global clients, monitoring the structures from an administrative, financial and regulatory perspective. Experience in the Trust industry for a m...
Trust Officer
The successful candidate will help the Trust Management team of 5 persons to:Manage a varied portfolio of fiduciary structures (Companies and Trusts) for global clients, monitoring the structures from an administrative, financial and regulatory perspectiveWork with clients confidently, providing an ...
Trust officer
At least 2 to 5 years in a similar position in a family office or a trust company;. ...
Trust Officer
The Trust Officer will take direct administrative responsibility for a portfolio of trusts, companies and other wealth structures ensuring that first class service is provided to all clients, intermediaries and other stakeholders. Day to day administration of various entities, including incorporatio...