Trust Administrator

Tasks

• Mentoring team members, including training, problem solving, and monitoring fiduciary reports
• Support for the trust manager as needed
• Administration of trusts, close cooperation with colleagues in all departments
• Client support (internal and external), liaison between internal and external clients
• Provision of high-quality trust and company services for high-net-worth and ultra-high-net-worth individuals
• Collaborate with the Wealth Planning Advisory team on new business inquiries and onboarding of new clients
• Interacting with colleagues to promote high morale and team values
• Work in investment, service standards, productivity, and continuous improvement
• Flexible collaboration with colleagues across the entire company
• Creation of customized solutions, including participation in internal and external customer meetings
• Application of robust risk management techniques

Requirements

• Professional qualifications or relevant industry experience
• At least 7 years of experience in wealth management
• Extensive knowledge and experience in trust and company administration, tax and inheritance planning, financial planning, and investments
• High level of commitment, energy, and conviction
• Team player who balances the interests of the business unit with the interests of the entire company
• International experience and the ability to work in an international environment

We offer

Further information