Trust Administrator

Job description

Tasks

• Reviewing, drafting, negotiating and distributing trust documents (e.g. trust deed, amendment, supplemental deed) and conducting legal/factual due diligence reviews
• Support for the trust and investment manager if required
• Management and control of all trust documents
• Processing new business inquiries in cooperation with colleagues from all departments

Client Management (internal & external)

• Customer support (internal/external): Acts as a link between internal clients (key people in the private banking sector) and external clients (clients and selected external service providers)
• Provision of high-quality trust and fund company services for high net worth/ultra high net worth individuals
• Working with the Wealth Planning Advisory unit as required to process new business inquiries from potential internal/external clients and professional intermediaries
• Interact with customers to maintain high levels of morale and team values

Business Management

• Management and supervision of complex trusts, companies and other in-house and external trust structures
• Work closely with colleagues in the Wealth Planning department to maximize continuity/efficiency across the Group
• Management of day-to-day business, approval of financial reports, review of fiduciary clients

Regulatory Responsibilities A.O. & Risk Management

• Demonstrate appropriate values and behaviors, including standards of honesty and integrity, care and diligence, fair treatment of customers
• Maintain sound working practices to ensure the satisfaction of key internal and external stakeholders/regulators
• Internal analysis and management of situations with potentially high commercial (fiduciary) risk

Requirements

• Results-oriented, innovative and performance-driven with strong interpersonal and influencing skills
• Strategic thinking: Shows a high level of drive and energy
• Proactive, commercial and innovative in serving internal and external customers
• Team player, always looking for a balance between the interests of the business unit and the interests of the Group

Professional and technical requirements

• Professional qualifications or relevant industry experience
• Ideal: 5 years or more experience in wealth management
• Broad technical knowledge and experience in fiduciary, corporate, tax and estate planning, financial planning, accounting, banking and investments

We offer