Assistant Relationship Manager

We are currently seeking a full-time Assistant Relationship Manager to join us in Geneva.

Accuro is an award-winning, independent, trust and private office company with 200+ employees across offices in Jersey, London, Geneva and Mauritius. We are part of Opera Group Limited, a privately held group of fiduciary, corporate, and fund administration businesses majority owned by entrepreneur Stephen Lansdown CBE (co-founder of Hargreaves Lansdown) and the family office of Tom Scott . We pride ourselves on being a progressive force for good for our clients, our staff and our industry.

Opera’s growing portfolio includes Accuro, Amber (now Oak Bahamas), HFL, Meritus and Oak, with operations across eight jurisdictions:
Bermuda, Geneva, Guernsey, Isle of Man, Jersey, London, Mauritius and The Bahamas. The group administers assets totalling $81bn. For more information, please visit:

The Assistant Relationship Manager will work as part of our successful team to give support to the admin team in delivering high quality services. This is a fantastic opportunity for someone with relevant experience and eager to take on a new challenge. Our ideal candidate will be an enthusiastic and committed team member who will provide support for the administration of a portfolio of clients and will deliver trust and company core tasks to a high degree of accuracy and efficiently, in accordance with the policies and procedures of Accuro Group and the guidelines of the local regulator.

Key responsibilities include:

• Supporting Senior Relationship Managers in administering a portfolio of clients and maintaining relationships with clients and third parties.
• Maintaining statutory records for trusts and companies, including document execution, file exploratory work, payment preparation, drafting resolutions, preparing client meeting reports and verifying bank statements.
• Assisting Senior Relationship Managers with daily administration.
• Preparing internal and external correspondence as requested.
• Managing the opening and closing of custodian & bank accounts.
• Maintaining the client database (Business Central).
• Assisting with the closure and transfer-out processes.
• Participating in any internal project work as required.

• Minimum of 5 years’ experience in Trust and Company administration.
• Good technical knowledge of trust company administration processes.
• Part-qualified or studying towards relevant certificate or diploma (STEP).
• Good knowledge of regulations and tax rules for client relevant jurisdictions.
• Basic understanding of accounts, financial statements and investments.
• Excellent verbal and written communication skills – accurate, concise and clear.
• Methodical, thorough and attention to detail.
• Proficient with Microsoft Office products (Outlook, Word, Excel, PowerPoint etc).
• Multi-tasking across several clients and supporting other teams where necessary.
• Work prioritisation and management on daily basis.
• Team player and self-motivated.

Competitive salary.

• Career development opportunities and a structured career progression pathway.
• Support for professional development, including contributions toward professional memberships and training.
• Discretionary performance bonus.
• Working from home arrangements after six months of service.
• Regular social and sports events sponsored by the Company.