Trust officer

For our client, an international boutique trust company in Switzerland, Zug, we are looking for a Trust officer. This role is suited for both junior and senior professionals to strengthen our Trustee team. We offer a very open, flexible and pleasant working atmosphere with many other benefits.

Trust officer (80% – 100%)

A Trust Officer is responsible for the effective administration of a number of trusts and companies. On average, a TO will oversee 50 to 80 such entities on behalf of approximately 30 different clients.

• Day‑to‑day administration of trusts
• Handling requests from clients, bankers, asset managers, lawyers, trust managers, accounting department, others
• Administrative and client‑related support to Management
• Preparation of various standard documents such as Trustee and Board resolutions, Deeds of appointment, Minutes of meetings, Powers of attorney, etc.
• Assisting with client procedures (i.e. trust establishment, opening bank accounts, distributions, etc.)
• Drafting of standard agreements such as loan agreements, credit facility agreement, share purchase agreements, etc.
• Client meeting preparation, including compliance checks
• Copying, filing and scanning of documents
• Timely and accurate rendition, collection and reporting of fee billings
• Ensuring the appropriate coping, scanning and filing of all original and sensitive documents according to internal procedures

• Sound knowledge of fundamental trust law, company law and administrative practice
• Fundamental knowledge and understanding of investment / financial instruments
• Fundamental knowledge of banking products and their application in overall management and administration of wealth
• Basic understanding and working knowledge of accounting concepts and their applications
• Degree or professional qualification in Law, Business, Accounting and related background
• Four years or more experience working in Trust, Banking, and legal related areas

• Ability to analyze and evaluate basic investment summaries, accounting statements, banking and banking products related documentation
• Ability to determine appropriate course of action of usual transactions, occurrences and events in accordance with general legal and administrative requirements
• Ability to identify and anticipate risks occurring in daily administration
• Ability to communicate effectively and present issues and possible solutions to the management and team colleagues
• Ability and willingness to interact, cooperate and work through issues with team members, management, and clients
• Excellent verbal and written communication skills in English. Other languages such as Russian, German, Dutch or Spanish will be added value
• Excellent MS Office knowledge (Word, PowerPoint, Excel, Nav One)
• Independent and self‑starter, well organized, flexible