Client:
Well-respected, independent, long-established trusts company who have recently opened an office in Geneva. A Client that can offer its employees the chance to work with really good people and have a meaningful impact on the business with room to grow and evolve + lots of flexibility.
Position:
Are you an experienced and dynamic senior trust officer looking for a new challenge? The chance to be part of a seasoned boutique with good people and high quality work. Perhaps you are unhappy in your current role, for various reasons, or simply excited by the idea of having a real impact on the business, which is independent.
You should be used to handling a complex portfolio of clients with lots of structures and companies behind. As an experienced trustee or senior trust officer, you are comfortable on the client relationship side (a client base or network is not necessary to bring, although is of course welcome).
Duties to include but not limited to:
- Manage, administer and monitor a varied client portfolio
- Work closely with the 2 managing directors and one other senior trust officer for the initial set up of new structures, including opening of accounts, putting in place necessary agreements etc
- All work in relation with the portfolio of team clients including the review of complex
- Maintain a liaison with clients and their advisers, gathering information regarding their affairs, in order to provide good services and ascertain their needs are fulfilled and structure remains adapted to their evolving needs
- Carry out instructions such as arranging transfers and other administrative tasks as requested by clients, promptly and accurately
- Structures and the obtaining of legal and tax opinions where required
- Maintain good relationship with banks /investment managers on behalf of the clients
- Be responsible for collection own client's fee notes
- Maintain clear and proper records in a professional manner, including to the database
- The occasional drafting of simple trust deeds and trust administration documents (resolutions etc.) as well as agreements- in this regard working regularly with external legal counsel + closely with their UK senior lawyer
- Ensure a prompt and professional service is provided to clients and intermediaries
- Maintain accurate and up-to-date records of client entities, ensuring all statutory obligations are complied with
- Promote the range of services the Group can provide to existing clients within the portfolio and identify new business opportunities
- Adhere to Risk & Associate compliance procedures in relation to regulatory requirements and AML legislation
- Any other duties as deemed necessary by Management
Profile:
- 6-10 years+ stable experience in trusts administration as well client relationship management
- Masters or Bachelor degree as well as STEP qualified a must
- Able to run a portfolio and you have UK res non dom experience
- Confirmed experience and knowledge of complex trust and corporate structures
- Strong client relationship skills essential as well as trust administration
- A clear understanding of fiduciary responsibilities
- Pro-active, team spirit, well organised
- Good communication skills and an entrepreneurial mindset
- Ability to contribute to and improve the existing work directives and procedures
- Strong IT and computer skills
- Fluent/bilingual English; some French or other languages a plus
Our Client is offering at least 1 day work from home, up to 2 over time as you settle into the position. The chance to be part of a small but growing team in a very successful trust company going from strength to strength, suiting those with an entrepreneurial spirit happy to be part of a new office in Geneva with lots of visibility and the chance to bring your ideas to the business.
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