2 days ago on jobs.ch

Trust Administrator

Kaleso SA

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We are a small multi-family office company focused mainly on LATAM market, looking for an experienced and motivated Trust & Corporate Administrator to assist in managing the day-to-day trust and estate planning needs of our clients.

Trust Administrator

We are a small multi-family office company focused mainly on LATAM market, looking for an experienced and motivated Trust & Corporate Administrator to assist in managing the day-to-day trust and estate planning needs of our clients.

Responsibilities and duties :

  • Responsible for day-to-day administration of complex structures, designed by tax experts and attorneys, including Trusts, Foundations, and underlying companies across various jurisdictions
  • Ensure structures are in good-standing and in compliance with internal guidelines and regulatory framework by preparing documents and liaising with Client Relationship Manager, clients, and various intermediaries
  • Draft Trustee’s and Directors’ resolutions and minutes of meetings
  • Draft letters, memorandums, emails, and other necessary documents to communicate with relationship manager, clients, compliance, and intermediaries
  • Establish and maintain required internal documentation, files, and records
  • Prepare documents and handle all aspects of bank account openings and closings
  • Interpret and analyze trust and corporate documents for proper handling of requests, correspondence, and all other matters
  • Perform research to respond to internal and external inquiries
  • Review and control Trust and Company financial statements prepared by accountants
  • Review Trust and Company files to ensure that they are in good standing
  • Interact and provide administrative support to Client Relationship Manager, Management, Compliance, clients and various intermediaries
  • Answer incoming calls and take appropriate action
  • Review incoming internal and external mail and direct accordingly, respond to correspondence as required
  • Stay abreast of new laws and regulations pertaining to our industry

 

Qualifications and skills:

 

  • Minimum of 7 years of working experience as a Trust Administrator / Trust Officer, ideally in a family office setting with international clients
  • Basic accounting skills and knowledge
  • Bilingual: French and English, Spanish is a plus

 

 

Interpersonal skills:

 

  • Trustworthy and ability to maintain strict confidentiality
  • Ability to work independently and follow through on assignments with limited direction
  • Strong oral and written communication skills
  • Extremely detail-oriented with strong organizational and follow-up skills, as well as experienced in handling multiple projects simultaneously
  • Excels in fast paced and evolving environment
  • Strong time and project management skills, ability to prioritize, meet short deadlines and be punctual
  • Highly motivated and team oriented
  • Computer proficient and ability to use Microsoft Office and other software programs

 

Education / Certification / Licenses:

 

  • STEP Diploma ITM or equivalent
  • Bachelor in Business Administration is a plus

 

Rue de Bourg 30 1003 Lausanne