Junior Trust Administrator in Wealth Planning (60% - 80%)
Junior Trust Administrator in Wealth Planning
(60-80%)
Experis is the global leader in professional resourcing and project-based workforce solutions.
Overview of contract
On behalf of our client, a large bank in Switzerland, we are looking for a Trust Administrator in Wealth Planning.
Location: Zurich
Start date: ASAP
End date: 31.10.2024
Main responsibilities
- Organize transfer of companies to new providers
- Liase with Register Agents for the transfer of shareholders and directorships
- Repaper accounts in relation to transfer
- Maintain the database up to date.
- Draft documentation such as letters and resolutions
- Liaise with our client's Relationship Managers and Wealth Planners
- Various additional administrative tasks to support Trust Officers in daily business (such as set up / close structures, account openings, transfer of life insurance policies, filing and scanning)
Your skills:
- Some experience in trust administration, STEP qualified is a plus
- Fluent in English (must) and German (would be an advantage)
- Very good knowledge of MS Office
- Very good communication skills
- Dynamic, enthusiastic, flexible and organized person
- Proactive and service oriented
- Must be a team player
- Fluent in both German & English
If you are interested in this opportunity, we look forward to receiving your CV or if you have any questions, contact Kaixi Jia on +41 44 229 99 43 or Kaixi.jiawu(at)experis.ch
Check out all open positions at Experis at www.experis.ch
Due to Swiss work permit restrictions, we can only consider applications from Swiss nationals, EU citizens as well as current work-permit holders for Switzerland.
