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

Find out more about benefits