Trust Administrator in Wealth Planning 60%-80%

RM IT Professional Resources AG

Posted on Jan 23, 2024 by RM IT Professional Resources AG
Zürich, Switzerland
Accountancy
1 Feb 2024
Annual Salary
Full-Time

Trust Administrator vacancy requiring profound Wealth Planning knowledge for a globally operating Zurich based company in the financial sector.

Your tasks:

  • Managing the transfer of companies to new providers
  • Collaborating with Register Agents for the transfer of shareholders and directorships
  • Maintaining the database up to date as well as creating documentation like letters and resolutions
  • Cooperating with Relationship Managers and Wealth Planners
  • Supporting the Trust Officers with administrative tasks such as account openings and transfer of life insurance policies

Your experience/knowledge:

  • Practical experience in trust administration along with knowhow in wealth management
  • Proficiency in working with MS Office programs like Word and Excel
  • Degree or training in the financial area along with STEP certification would be an advantage
  • Language skills: English - fluent in written and spoken, German is a plus

Your soft skills:

  • Proactive team player with good communication and organizational skills
  • Strong service orientation as well as a flexible and dynamic way of working

Location: Zurich, Switzerland
Sector: Finance
Start: ASAP
Duration: 10MM+
Ref.Nr.: BH21219

Take the next step and send us your resume along with a daytime phone number where we can reach you.
Due to Swiss work permit restrictions, we can only consider applications from Swiss nationals, EU citizens as well as current work-permit holders for Switzerland.
Ukrainian refugees are warmly welcomed, we will support you all the way.
We welcome applications from individuals of all genders, age groups, sexual orientations, personal expressions, ethnic backgrounds, and religious beliefs. Therefore, there is no requirement to provide gender information or a photo in your application.

As per client requirements, we need information about your marital status, nationality, date of birth, and a valid Swiss work permit. For applicants with disabilities, we are happy to explore potential solutions with our end client.


Reference: 2706339076

https://jobs.careeraddict.com/post/87184667

This Job Vacancy has Expired!

RM IT Professional Resources AG

Trust Administrator in Wealth Planning 60%-80%

RM IT Professional Resources AG

Posted on Jan 23, 2024 by RM IT Professional Resources AG

Zürich, Switzerland
Accountancy
1 Feb 2024
Annual Salary
Full-Time

Trust Administrator vacancy requiring profound Wealth Planning knowledge for a globally operating Zurich based company in the financial sector.

Your tasks:

  • Managing the transfer of companies to new providers
  • Collaborating with Register Agents for the transfer of shareholders and directorships
  • Maintaining the database up to date as well as creating documentation like letters and resolutions
  • Cooperating with Relationship Managers and Wealth Planners
  • Supporting the Trust Officers with administrative tasks such as account openings and transfer of life insurance policies

Your experience/knowledge:

  • Practical experience in trust administration along with knowhow in wealth management
  • Proficiency in working with MS Office programs like Word and Excel
  • Degree or training in the financial area along with STEP certification would be an advantage
  • Language skills: English - fluent in written and spoken, German is a plus

Your soft skills:

  • Proactive team player with good communication and organizational skills
  • Strong service orientation as well as a flexible and dynamic way of working

Location: Zurich, Switzerland
Sector: Finance
Start: ASAP
Duration: 10MM+
Ref.Nr.: BH21219

Take the next step and send us your resume along with a daytime phone number where we can reach you.
Due to Swiss work permit restrictions, we can only consider applications from Swiss nationals, EU citizens as well as current work-permit holders for Switzerland.
Ukrainian refugees are warmly welcomed, we will support you all the way.
We welcome applications from individuals of all genders, age groups, sexual orientations, personal expressions, ethnic backgrounds, and religious beliefs. Therefore, there is no requirement to provide gender information or a photo in your application.

As per client requirements, we need information about your marital status, nationality, date of birth, and a valid Swiss work permit. For applicants with disabilities, we are happy to explore potential solutions with our end client.

Reference: 2706339076

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