- Senior
- Oficina en Geneva
This job involves working as a senior member of the team, responsible for the day to day administration and supervision of a defined portfolio of clients in an efficient, accurate and timely manner.
You will organise daily workloads and where appropriate, the workload of junior staff to ensure an efficient and effective service to clients. You will help to maintain a good team spirit and staff morale by providing support and guidance to junior staff, assisting in their development.
You will display confidence when dealing with clients, having developed excellent communication skills, with Directors, team members, other colleagues and professionals alike and a sound technical knowledge of Trust.
You will display confidence when dealing with clients, having developed excellent communication skills, with Directors, team members, other colleagues and professionals alike and a sound technical knowledge of Trust.
Key Responsibilities
- Responsible for the management and administration of a portfolio of trusts;
- Maximizing and strengthening the client relationships with beneficiaries and advisers in order to have appropriate knowledge to carry out the trust’s purposes and meet the needs of the beneficiaries;
- Maintaining current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the firm’s fiduciary duties;
- Ensuring that Trust provisions, Bank policies/procedures and relevant Legislation are adhered to at all times;
- Proactively organizing and meeting principals and beneficiaries in person to discuss matters and refer complex issues to management and ensuring trusts and Bank policies are followed;
- Analysing and interpreting trust deeds and related documents with a focus on reviewing trust documents for legal, tax, administrative and investment issues;
- Maintaining vigilant knowledge to efficiently mitigate the risks/consequences that may result from inefficient administration i.e. the late settlement of investment transactions, corporate actions, foreign currency exchanges or other risks to clients or the bank;
- Maintaining awareness of operational risk, anti-money laundering and compliance risks, taking action to limit exposure to risk and identify issues to management.
Skills, Knowledge and Expertise
- Degree in finance or business or minimum five years’ relevant experience in financial services and trust administration
- STEP designation an asset or a commitment to complete the STEP programme within the first two years of employment
- Strong understanding of investments and financial services, with the ability to understand and interpret trust deeds, wills, byelaws and all applicable/relevant legislation/guidelines relating to Trusts, Companies.
- Good knowledge of Trust industry best practice, principles, policies, and procedures
- Good knowledge and awareness of business risks and related controls
- Ability to work under pressure and multi-task with high attention to detail
- Excellent interpersonal and client verbal and written communication skills
- Excellent organizational skills and ability to work on own initiative
- Willingness to join a dynamic team.
Proficient in Microsoft Office Suite
