Junior Trust Administrator in Wealth Planning - (60% - 70%)

Junior Trust Administrator in Wealth Planning (60% - 70%)

Experis is the global leader in professional resourcing and project-based workforce solutions.

Overview of contract

On behalf of our client, a large bank in Switzerland, we are looking for a Junior Trust Administrator.

Location: Zürich
Start date: ASAP
End date: 31.12.2024

Main responsibilities

• Liaise with 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/R evocations
• Bank account openings
• Life insurance policies transfers/subscriptions
• Filing/scanning
• Update VP database

Your skills:

• 1 -2 years of experience in trust administration, STEP qualified is a plus
• Fluent in English (must) and German (would be an advantage)
• Very good knowledge of MS Office
• Experience with Viewpoint is a plus
• Very good communication skills
• Dynamic, enthusiastic, flexible, and organized person
• Proactive and service oriented
• Must be a team player

If you are interested in this opportunity, we look forward to receiving your CV or if you have any questions, contact Kaixi Jia on +41 44 229 99 43 or Kaixi.jiawu(at)experis.ch
Check out all open positions at Experis at www.experis.ch
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.