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Junior Trust Administrator Wealth Planning (A)

We are helping our client, a bank in Zurich, by looking for a Junior Trust Administrator Wealth Planning.

WORKLOAD

100%

WORKPLACE

Zurich

START DATE

ASAP

END DATE

31.12.2024

REFERENCE

3012

TYPE

Contracting

Please note that due to applicable Swiss legislation, we can only consider applications from Swiss citizens, EU citizens, and individuals with a valid work permit.

Remote work from abroad is not possible.

Tasks
  • Liaise with JB Relationship Managers and Wealth Planners 
  • Various additional administrative tasks to support Trust Officers in daily business (such as set up / close structures, account openings, transfer of life insurance policies, filing and scanning) 
  • Payments/Distributions/Revocations 
  • Bank account openings 
  • Life insurance policies transfers /subscriptions Filing/ scanning 
  • Update VP database 
Requirements
  • Some experience in trust administration
  • STEP qualified is a plus 
  • Very good knowledge of MS Office 
  • Fluent in English (must) and German (would be an advantage) 
Soft Skills
  • Very good communication skills 
  • Dynamic, enthusiastic, flexible, and organized person 
  • Proactive and service oriented 
  • Must be a team player 
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Are you interested? Or perhaps you know someone who might be a good fit?

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Georg Flügel

Recruting Manager

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