We are an expanding, independent and privately owned multi-jurisdictional Trust Company and we are looking for a dynamic and committed individual to join our Lugano office and help in the administration of trusts and local / international legal entities.
The ideal candidate would have excellent organization and attention to details, thrive in a fast-paced team-oriented work environment. A preliminary experience in the trust and fiduciary industry, in the financial sector (i.e., Big 4, banks, accounting), in a law firm focused on private clients, or in any administrative office would be a plus.
Tasks
* Support Trust Managers and Senior Advisors with their day-to-day administration of client structures, including:
* Assistance in drafting resolutions, minutes, meeting notes and corporate documents such as letters of wishes, board minutes and resolutions, contracts, loan agreements and powers of attorney;
* Preparation of presentations or memos for clients or prospects;
* Review of bank statements and investments;
* Monitoring of payment executions;
* Liaise with banks (e.g., preparation of payment instructions, preparation of bank forms);
* Liaise with internal & external accountants;
* Liaise with internal compliance and support in compliance-related tasks;
* Client correspondence;
* Maintain accurate and up-to-date records of client entities, ensuring all statutory obligations are complied with;
* General office administration;
* Be a part of various in-house projects (e.g., preparation of marketing presentations, social media, involvement in marketing strategies).
Requirements
* Fluent in English and with a good knowledge of at least one among Italian, Spanish, French or German; any additional language would be highly appreciated;
* Proficient in MS Office;
* Higher education or university educated (law, accounting, economics or similar);
* Preliminary experience in the trust and fiduciary industry, in the financial sector (i.e., Big 4, banks, accounting), in a law firm focused on private clients, or generally in administration would be preferable, but not strictly required.
Soft Skills
* Excellent organization and time management skills;
* Excellent interpersonal and communication skills with the ability to deal effectively with all levels of staff within the group as well as third party service providers;
* Stress management, autonomous, flexible and proactive;
* Curious, dependable, and interested in gaining knowledge;
* Great attention to details and committed to high quality service;
* Reliable, trustworthy and a team-player.
Benefits
* Competitive salary and career growth opportunities;
* Very dynamic, fast-paced, Swiss / international, and trustworthy working environment;
* Opportunity to learn on the job and the potential of external training (e.g., STEP courses).
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