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Fiduciary Administration Officer

Stonehage Fleming

Stonehage Fleming

Financial Services

Neuchâtel - Schweiz

Senior Specialist / Project Manager

Experteer Overview

In this role you will provide efficient, professional administrative support to Relationship Directors/Managers for the formation and ongoing administration of trusts and companies. You will work closely with the Trust Team and cross-functional groups to ensure timely transfers, accurate data, and compliant, well-documented processes. You’ll prepare reviews, support group projects, and handle ad-hoc client requests, contributing to smooth, compliant fiduciary administration. This position offers a front-line stake in scalable trust and company operations within a dynamic environment.

Responsibilities

  • Coordinate document signing and entity transfers across offices
  • Respond to requests from Relationship Directors/Managers and Accounting/Compliance with information and clarification
  • Prepare periodic reviews of trusts and companies for policy and legal compliance
  • Maintain accurate information in the database and administer own portfolio of entities
  • Form, terminate, and transfer trusts, companies, and foundations across jurisdictions
  • Draft and check documents such as resolutions, loan agreements, powers of attorney, facility documents, and property-related letters
  • Assist Directors and Managers on client requests and group projects
  • Provide general administrative support as needed

Key requirements

  • First work experience in Finance/Trust is an advantage
  • Good level of English (min. B2)
  • Proficiency with Microsoft Office
  • Knowledge of MS Dynamics / NavOne is an advantage
  • Excellent interpersonal and communication skills
  • Strong client-care/service orientation
  • Maturity to work with staff at all levels
  • Ability to work in a high-paced, demanding environment

Description

In this role you will provide efficient, professional administrative support to Relationship Directors/Managers for the formation and ongoin…
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