Assistant Trust Officer – Private Client

ROLE OVERVIEW

PURPOSE OF JOB

The candidate will join the Fiduciary Services team at JTC (Suisse) S.A. The key responsibility is to ensure that client delivery is met within the framework of our risk policies.

MAIN RESPONSIBILITIES AND DUTIES

• Ensuring that bank transactions & investment transactions are executed in a timely, accurate manner and in accordance with banking procedures and policies.
• Preparation & management of corporate/trust documentation.
• Maintenance of Shareholder / Directors / Officers / Mortgages & Charges Register.
• Preparation of Directors’ Resolutions.
• Ensuring corporate database system contains accurate and up-to-date information. Data retrieval.
• Opening and closing of international bank accounts; liquidation of companies and termination of structures.
• Responding to trust accounting and control departments for information and clarification about accounts or related administration issues.
• Collection and monitoring of payment of fees.
• Financial Statements – Preparation of resolutions / client cover letter and preparing the package for signing by the Trust Officer before sending to the client.
• Preparation of documentation to ensure compliance with country specific regulations and laws.
• Liaising with Private Bankers located in Latin America, Europe and/or Asia Pacific and other professionals outside of JTC.
• Analytical and problem-solving skills with the ability to work through solutions to day-to-day business issues.
• An understanding and appreciation for risk management.

ESSENTIAL REQUIREMENTS

• Degree or professional qualification in Business, Law, Accounting and related background preferable.
• Previous experience in trust, banking or related fields preferable. Otherwise, appropriate business or commercial experience.
• Knowledge of trust and company law preferable.
• Knowledge of banking products, accounting and investment instruments an added plus.
• Strong prioritization skills and adaptable to a changing working environment.
• Strong computer skills: minimum requirement is Windows Word and Excel.
• Fluent English: Ability to communicate effectively – verbally and in writing – in a concise and coherent manner with international clients and bankers. Spanish speaking is an added plus.
• Self-motivated, team player and takes initiative in the execution of deliverables.

OUR COMMITMENT TO INCLUSION & WELLBEING

JTC is committed to fostering a healthy, inclusive organisation where all individuals feel welcome and feel able to participate in the workplace fully. We value different perspectives, backgrounds and lived experiences. This includes supporting employee wellbeing so that people feel equipped to thrive.