Senior Trust Officer

Leo Trust Switzerland AG

  • Zug
  • Unbefristet
  • Vollzeit
  • 6 Tage her
SENIOR TRUST OFFICER (80%%) – ZUGStart date: immediately or by agreementFor over 40 years, Leo Trust has delivered high-quality corporate and fiduciary services from our headquarter in Zug. With offices in Cyprus and Panama, our international team of professionals serves clients worldwide with discretion, precision, and personal care.To strengthen our team in Zug, we are looking for a Senior Trust Officer (80%%) with a hands-on mindset and a passion for service.Your Responsibilities
  • Independently managing a portfolio of Trusts, Foundations and offshore companies
  • Incorporation, administration and liquidation of various types of entities in various jurisdictions
  • Handling on-boarding procedure (including full KYC of clients)-
  • Drafting meeting minutes, resolutions, and report
  • Maintain data and documentation
  • Prepare and review client invoices
  • Day-to-day correspondence with clients, lawyers and global partners
  • Handling incoming mail and phone calls in a timely and professional manner
Your Profile
  • years of professional and relevant experience in a trust and fiduciary environment
  • ideally STEP/TEP certification
  • High IT affinity as well as very good MS Office knowledge (Word, Excel)
  • Knowledge in ViewPoint is an advantage
  • Fluent in English and German (spoken/written); other languages are a plus
  • Strong customer / service orientation and business orientated attitude
  • Independent, reliable, and detail-oriented
  • Proactive approach
  • Knowledge in Project Management is an advantage
We Offer
  • A varied role in a global, dynamic environment
  • Flat hierarchies and a collaborative culture
  • Room for personal responsibility and growth
  • Modern offices in central Zug
  • Support for professional development
Interested?We look forward to your application!jid3b973c1a jit0835a jiy25a

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