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Assistant Trust Relationship Manager

ur-capital Bern, Schweiz
Gepostet vor 4 Stunden Festanstellung Competitive

Assistant Trust Relationship Manager

ur-capital Bern, Schweiz
Assistant Trust Relationship Manager

Job Description




A leading international trust and fiduciary services provider is seeking an Assistant Relationship Manager to support the administration of complex trust and corporate structures while delivering high-quality service to international private clients.




Responsibilities



  • Support Senior Relationship Managers in the administration of a portfolio of trust and corporate clients

  • Maintain strong relationships with clients, banks, intermediaries, and other professional advisors

  • Prepare and maintain statutory records, corporate documentation, and trust records

  • Assist with document execution, payment preparation, drafting resolutions, and meeting minutes

  • Support the day-to-day administration of trust and company structures

  • Prepare internal and external client correspondence and documentation

  • Manage the opening, maintenance, and closure of custodian and bank accounts

  • Maintain accurate client records within internal management systems

  • Assist with client structure closures, transfers, and restructuring processes

  • Participate in internal projects and process improvement initiatives as required

  • Ensure compliance with internal policies, regulatory requirements, and fiduciary best practices




Requirements



  • Minimum 2 years of experience within a trust company, fiduciary services provider, private office, or corporate services environment

  • Good knowledge of trust and company administration processes

  • Understanding of fiduciary, corporate, and regulatory requirements affecting international private clients

  • Basic knowledge of accounting principles, financial statements, and investment products

  • STEP qualification (completed or in progress) is considered an advantage

  • Excellent written and verbal communication skills with strong attention to detail

  • Highly organized with the ability to manage multiple priorities simultaneously

  • Proficiency in Microsoft Office applications; experience with Business Central or similar client management systems is an advantage

  • Strong administrative, organizational, and problem-solving skills

  • Proactive, reliable, and client-focused with a collaborative approach to teamwork

  • Ability to work independently while supporting a dynamic international team

  • High level of professionalism, integrity, and commitment to delivering exceptional client service

Job ID  40106
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