Tasks

Administer and manage several structures (such as trusts, investment companies, foundations, private trust companies, life insurance policies) for internationally oriented clients and entrepreneurial groups, including financial, regulatory, accounting and database reviews, general document/file maintenance as well as general correspondence
Implementation and restructuring of fiduciary solutions in cooperation with legal and tax advisors
Work directly with the end-clients, their lawyers, tax advisers, bankers, accountants, registered agents and other third parties to ensure the proper administration of the structures
Draft resolutions, minutes, meeting notes and corporate documents such as letters of wishes, board minutes and resolutions, contracts, loan agreements and powers of attorney
Manage accounting process for client mandates including preparation and review of financial statement
Provide support to Legal and Compliance Office
Attend trainings as necessary
Support the managing partner by maintaining procedures and ensuring compliance with all regulatory requirements
Stay up-to-date with the regulations and trends in the industry

Requirements

Higher Education or University educated (law, accounting, economics or similar)
Experience of at least 5 years in finance, consulting or in a multi-family office
Strong interpersonal skills combined with an independent working style
Well organised
Outgoing personality and confident to speak to end clients
Capacity to understand both clients’ and our firm’s needs
Persevering and tenacious attitude, high energy level
Excellent English language skills, knowledge of German is an advantage

Senior Trust Officer