Junior Trust Officer (m/w/d)
About the role
- Excellent opportunity to develop your career in trust administration
- Established independent fiduciary firm with an international client base
About Our Client
Our client is an independent Swiss fiduciary and trust services provider based in Zurich, specialising in trust administration, corporate services, estate planning and family office solutions.
The company supports international high-net-worth individuals and families with complex wealth and ownership structures, combining personalised service with extensive international expertise.
Job Description
- Support the day-to-day administration of international trusts and corporate structures
- Coordinate the opening and maintenance of bank accounts and investment accounts
- Prepare payment instructions and process investment-related documentation
- Draft corporate documents, including minutes, resolutions, share transfers, agreements and deeds
- Assist with the collection and verification of client due diligence and KYC documentation
- Liaise with banks, investment managers, external advisors and international corporate service providers
- Support company formation activities and coordinate with registered agents across different jurisdictions
- Maintain accurate client records, documentation and internal databases using ViewPoint
- Collaborate with the Compliance team on regulatory requirements and outstanding documentation
- Prepare client correspondence and support senior colleagues with ongoing administrative and operational matters
The Successful Applicant
- Completed commercial apprenticeship or a degree in Business Administration, Finance, Law or a related discipline
- STEP Diploma or equivalent is a plus
- At least 4 years of experience in the environment of trust and fiduciary services
- Strong organisational skills, attention to detail and confidence in handling financial and legal documentation
- Bright, enthusiastic, helpful, willing to learn and able take on a lot of tasks.
- Ability to work accurately and independently with a can-do attitude
- Experience with ViewPoint is a plus
- Fluency in English; German and other languages are considered an advantage
What's on Offer
- Remote working possibilities
- Excellent opportunity to build specialist expertise in international trust and corporate administration
- Exposure to international clients, complex wealth structures and a wide range of fiduciary services
- Hands-on training in trust administration processes
- Collaboration with experienced professionals across trust, legal, compliance and finance functions
- Professional and international working environment in Zurich with opportunities for continuous learning and development
Quote job ref: JN-112026-7141833
Requirements mentioned in the advert
These excerpts come from the advert text held by Panta. They may differ from the employer’s latest posting. Missing or unclear evidence does not mean a requirement is optional. Confirm the full requirements with the employer.
English: required
• Fluency in English
German: unclear
German and other languages are considered an advantage
Workload: unclear from the available text
Automatic text checks can miss context.