Trust Officer
A great opportunity to join Saffery Trust Switzerland as a Trust Officer has become available for the right candidate.
Where potential has a first name. As a go-to, grounded firm, we use skills experience and adaptability to act decisively in the moment to support opportunity and enable success for our clients.
We are currently seeking a Trust Officer to join us.
You will be supporting the Senior Trust Officer with the management of a portfolio of trusts and companies, by assisting them directly.
We are looking for someone that will assist with:
- Client onboarding and the formation of new trusts and companies
- Setting up and maintaining statutory records
- Completion of compliance and tax reports and returns
- Reviewing trust and company financial statements and accounting reports
- Monitoring the investment performance of trust and company portfolios, and taking suitable actions as may be required
- Liaising and building relationships with intermediaries such as bankers, advisors etc.
- Ensuring that all trust provisions and jurisdictional regulations are adhered to, referring more complex issues to management appropriately
- Assisting with the training and development of more junior members of the team which will include reviewing documents and transactions prepared by them
Your profile:
- 5+ years’ experience in the trust industry
- Further education, while not mandatory, is a plus
- Fluent in English (writing and speaking), other languages are an asset
- Proficient in all relevant IT programmes
- Excellent communication skills at all levels
- Excellent organisation skills, accuracy and attention to detail
- Ability to work as part of a team with a positive and supportive attitude
- Ability to work independently, use initiative and prioritise work appropriately
- Dedicated and highly professional attitude with commitment to best practice
What we’ll offer you:
- You will join a dynamic team within a friendly working environment
- Support for professional qualifications and training
- Agile working policy with 2 days working from home after probation period
- 25 days of holidays, and an additional day after 2 years of service up to a maximum of 5 days after 7 years of service.
- Wellbeing activities such as weekly yoga classes.
- In case of accident or illness, salary covered at 90%, and the non-professional accident contribution paid by the firm.
- Social activities organised by the firm: Summer Party, Fun Day, International Dinner, and more
Apply now
applications of interest to work at Saffery Trust