Fiduciary Administration Officer
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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