Michael Page seeks a full-time Assistant Trust Relationship Manager in Geneva to support senior staff with client portfolios, trust administration, and daily operations in a hybrid setup.
This position provides direct support to Senior Relationship Managers by handling the day-to-day administration of client trusts and companies. The role ensures that statutory records, client communications, and account management are maintained accurately while facilitating smooth internal and external coordination.
Responsibilities
- Manage a portfolio of clients and sustain relationships with both clients and external partners.
- Keep statutory records for trusts and companies up to date, including executing documents, preparing payments, drafting resolutions, and verifying bank statements.
- Support Senior Relationship Managers with routine administrative tasks.
- Draft internal and external correspondence as needed.
- Handle the opening and closing of custodian and bank accounts.
- Update and maintain the client database using Business Central.
- Assist with processes related to account closure and transfers.
- Contribute to internal projects when required.
- Serve as a liaison between internal teams and external clients, banks, and intermediaries.
- Participate in daily office operations.
Requirements
- Demonstrated background in trust administration.
- Part-qualified status or active study toward a STEP certificate or diploma.
- At least five years of relevant experience in a comparable position.
- Strong technical understanding of trust company administration procedures.
- Solid knowledge of regulations and tax rules applicable to relevant client jurisdictions.
- Basic comprehension of accounts, financial statements, and investments.
- Excellent verbal and written communication skills in English.
- Methodical approach with strong attention to detail.
- Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.
- Ability to multitask across multiple clients and support other teams as needed.
- Effective daily work prioritization and management.
- Self-motivated team player.
What the company offers
- Permanent 100% employment contract.
- A dynamic, international, and well-being-focused working environment with a human-sized team.
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