Job title: Trust Administrator
Job type: Permanent
Emp type: Full-time
Location: Vaud, Switzerland
Industry:
  • Trust
Expertise:
  • Banking
  • Accounting & Finance
  • Family Office
  • Real Estate
  • Trust
  • Admin and Secretarial
  • Private banking
  • Wealth Planning
  • Art Management
  • Investment
Salary type: Annual
Job published: 12-08-2019
Job ID: 32214
Contact name: Fabrice Drouin
Phone number: 0041787046579
Contact email: fd@ur-capital.com

Job Description

We are currently seeking to appoint a Trust Administrator for our Family Office department based in the French Speaking part of Switzerland. The key objective of the role is to provide an efficient, professional administrative support service to the Relationship Directors/Managers on formation and ongoing administration of Trusts and Companies. This role will involve close and regular interaction with all members of the Trust Team, Relationship Directors / Managers, Accountants within the Family Office department and the other departments.

 

In this role your responsibilities will include:

  • 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
  • Assist Directors and Managers on ad-hoc client requests and Group projects as they arise 
  • Provide general administrative support and assistance

 

The ideal candidate should possess the following skills: 

  • Well organized, with an interest in working in a high paced, high pressure environment 
  • Diplôme de l’Ecole de Commerce, Maturité professionnelle or equivalent 
  • First hand experience in the Trust business is an advantage 
  • English at a business level (BEC higher) 
  • A strong interest in the Trust business 
  • Advanced Microsoft Excel and Word skills 
  • Good numeracy skills and a strong commercial awareness 
  • Excellent interpersonal and communication skills with the ability and maturity to deal effectively with all
  • levels of staff and management within the Group, third party service providers such as asset managers and tax consultants
  • A strong client care / service orientation 
  • A sharp analytical mind

 

Contact: Fabrice Drouin, info@ur-capital.com

Interested candidates are requested to respond by email.