Assistant Relationship Manager

About the role

We are looking for a full-time Assistant Relationship Manager to support our senior relationship managers in Geneva. The role involves providing high-quality administrative support for a portfolio of trust and company clients, ensuring compliance with internal policies and local regulations.

Key responsibilities

• Support Senior Relationship Managers in administering client portfolios and maintaining relationships with clients and third parties.
• Maintain statutory records for trusts and companies, including document execution, payment preparation, drafting resolutions, and verifying bank statements.
• Prepare internal and external correspondence and client meeting reports.
• Manage opening and closing of custodian and bank accounts.
• Maintain the client database using Business Central.
• Assist with closure and transfer-out processes.
• Participate in internal project work as required.

Required profile

• Minimum 5 years’ experience in trust and company administration.
• Good technical knowledge of trust-company administration processes.
• Part-qualified or studying towards a STEP certificate.
• Knowledge of regulations and tax rules for relevant jurisdictions.
• Basic understanding of accounts, financial statements and investments.
• Excellent written and verbal communication skills.
• Methodical, detail-oriented and able to prioritise work daily.
• Team player with self-motivation.

Required skills

• Proficiency with Microsoft Outlook, Word, Excel, PowerPoint and the broader Microsoft Office suite.
• Experience using Business Central for client data management.