Trust Officer - STEP Diploma 100% (m / f)
- Integration in the trust team;
- Day-to-day administration of trusts, foundations and companies;
- 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;
- Link with the other internal departments;
- Participation to the day to day in the office.
- Degree or professional qualification in Law, Business, Accounting and related background;
- STEP qualification is required;
- 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
- Four years or more experience working in Trust, Banking, and legal related areas;
- Ability to analyse 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 language as an asset;
- Excellent MS Office knowledge (Word, PowerPoint, Excel);
- Independent and self-starter, well organised, flexible.
Trust Officer - STEP Diploma 100% (m / f)
Integration in the trust team;. Day-to-day administration of trusts, foundations and companies;. Handling requests from clients, bankers, asset managers, lawyers, trust managers, accounting department, others;. Preparation of various standard documents such as Trustee and Board resolutions, Deeds of...
Trust Officer - STEP Diploma 100% (m / f)
Integration in the trust team;. Day-to-day administration of trusts, foundations and companies;. Handling requests from clients, bankers, asset managers, lawyers, trust managers, accounting department, others;. Preparation of various standard documents such as Trustee and Board resolutions, Deeds of...
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