Job Description
Our client is a well established trust & fiduciary company in Switzerland and other international financial places.
Supporting Senior Relationship Managers in administering a portfolio of clients and maintaining relationships with clients and third parties;
Maintaining statutory records for trusts and companies, including document execution, file exploratory work, payment preparation, drafting resolutions, preparing client meeting reports and verifying bank statements;
Assisting Senior Relationship Managers with daily administration;
Preparing internal and external correspondence as requested;
Managing the opening and closing of custodian & bank accounts;
Maintaining the client database (Business Central);
Assisting with the closure and transfer-out processes;
Participating in any internal project work as required;
Link with internal staff and external clients, banks and intermediaries;
Participating in the day-to-day in the office.
Trust Assis...
Supporting Senior Relationship Managers in administering a portfolio of clients and maintaining relationships with clients and third parties;
Maintaining statutory records for trusts and companies, including document execution, file exploratory work, payment preparation, drafting resolutions, preparing client meeting reports and verifying bank statements;
Assisting Senior Relationship Managers with daily administration;
Preparing internal and external correspondence as requested;
Managing the opening and closing of custodian & bank accounts;
Maintaining the client database (Business Central);
Assisting with the closure and transfer-out processes;
Participating in any internal project work as required;
Link with internal staff and external clients, banks and intermediaries;
Participating in the day-to-day in the office.
Trust Assis...