Trust Officer recruitment
Responsibilities:• Work with assigned Client Account Management (CAM) teams to support proper administration of a book of assigned trusts • Prepare documents relating to the transfer of trusts (e.g. Acceptances of Appointment, Direction Letters)• Coach members of the CAM team in the proper account structure, funding, fees, and coding related to new accounts at the point of account opening• Review governing instruments (e.g. trust agreements and wills) and prepare trust analyses as part of the Initial Trust Review process; follow up on critical identified action items that remain Read more […]
Trust Officer recruitment
Effectively manage a wide variety of trust and estate accounts and relationships comprised of testamentary, revocable and irrevocable trusts including charitable foundations, guardianships and Special Needs Trusts. Expand and grow book of business by adding new relationships/assets developed from existing book of business and from external sources and opportunities. Assist new business officer in developing and closing select business leads. Manage accounts in accordance with bank policies and procedures and in accordance with sound fiduciary practices. Prepare, recommend and Read more […]
Trust Officer recruitment
As a Trust Officer you will be involved at two levels: administering the Trust and administering the underlying company of the Trust.Key tasks and responsibilities include:. To have an understanding of general trust concepts and be aware of the duties and liabilities of a Trustee as well as the responsibilities of directorships of the underlying company To be able to review for acceptance, all documents relating to the set up of a Trust, including the Letter of Application, Trust Deed, Letter of Wishes, Client Referral Letter, Passport Copies, etc. To process trustee committee resolutions and Read more […]
Trust Officer recruitment
Trust Officer – ZurichRef: 30103james.sorboen@ap-executive.comDL: +41 44 214 66 22Our client, an international Trust company is seeking to expand their team with the hire of a Trust Officer to join their Zurich operation. You will be responsible for maintaining an existing international client base, liaising directly with them as well as intermediaries and cross border regulatory authorities.The ideal candidate must have strong experience in international trust management and be comfortable working with detailed financial statements, preferably with an accounting background. You must be very detail Read more […]
Trust Officer recruitment
In this challenging yet rewarding role, you will be responsible for all matters in relation to the administration of trust and non-Swiss resident companies. Your tasks will include but will not be limited to: -Opening of bank accounts-Liaising with various offshore centers-Assisting with the collation of client due diligence-Preparation of minutes in relation to attending trust distributions, trust investments, redemptions of investments and additions to trust funds-Updating client database-Preparation of cashbooks and review of Annual Financial AccountsThe successful candidate should hold the Read more […]