Trust Administrative Assistant
Jobbeschreibung
Zug, Zug, Schweiz
Lexius Search
03.05.2024
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Looking for career opportunities within a midsized boutique
organization?Join Our Client!Our Client is a midsized boutique
organization specialized in fiduciary services,administration and
other financial services on behalf of multinational companies, private
equity and real estate firms, private investors and/or their
advisors.A vacancy has arisen within their office in the vicinity of
Zug and they are looking for a talented, motivated, social and
pro-active Trust Administrative AssistantJob DescriptionThe Trust
Administrative Assistant is responsible for assisting the Trust Team
in servicing accounts and the handling of the day-to-day
administrative operations. The Trust Administrative Assistant will
establish and maintain effective client communication and relationship
management and will take care of client account payments.Duties &
Responsibilities:Maintains client contact and communication to ensure
client needs are met and exceeded.Performs account administrative
functions and customer service requirements (such as new/closed
account administration, asset collection, estate settlement, real
estate, and personal property) under law, regulation, policies and
governing agreements.Develops and maintains new and existing client
relationships both internally and externally.Performs and oversees the
continuance of the trust filing/administration.Assists other team
members to ensure needs of customers are being met.Attends educational
training.Performs other operational duties as assigned by
management.Education & Work Experience Requirements:A Bachelor degree
in Finance, Accounting, or Business is required; and at least one year
working in a Trust department is preferred.Handle administrative
aspects of bank accounts performing payments.Take care of filing of
agreements/bank statements, correspondence and otherdocuments and
maintain organized administrative files.Keep client data and the
client database up to date.Keep records per account of own worked
hours.Adherence to procedures.Accurate, precise and able to meet tight
deadlines.Able to work both independently and as part of a team.Job
Requirements:A Bachelor degree in Finance, Accounting, or Business is
preferred; and at least one year working in a Trust department is
preferred.Good communication skills coupled with the ability to liaise
with peopleinternationally, through spoken and written channels and at
all levels.Excellent English written and verbal communication skills,
German important, Dutch/Spanish or Russian is a bonus though not
obligatory just nice to have.LocationVicinity of Zug Switzerland