Associate Trust Officer

Stonehage Fleming SA
Neuchâtel

4T

As an Associate Trust Officer you will be primarily responsible for the provision of an efficient, professional
administrative support service to Relationship Directors/Managers, on formation and ongoing administration of
Trusts and Companies. This role will involve close and regular interaction with all members of the Trust Team,
Relationship Directors / Managers, Accountants within the Family Office International department and the other
departments

Associate Trust Officer

As an Associate Trust Officer you will be primarily responsible for the provision of an efficient, professional
administrative support service to Relationship Directors/Managers, on formation and ongoing administration of
Trusts and Companies. This role will involve close and regular interaction with all members of the Trust Team,
Relationship Directors / Managers, Accountants within the Family Office International department and the other
departments

Prepare and arrange signature of all documents required for the transfer of the administration of entities
between different offices, update list of entities and liaise with all relevant departments in respect of such
transfers


Respond to requests from Relationship Directors/Managers for execution of transactions or provision of
information and clarification


Respond to requests from Accounting and Compliance departments for information and clarification about
accounts or related administrative issues


Prepare and present periodic reviews of trusts and companies to ensure that they are being administered in
accordance with the company policies, jurisdictional and legal requirements

Administration of own portfolio of entities, including liaison with Relationship Directors/Managers where necessary. Such administration to include :

  • Formation of trusts, companies and foundations in any jurisdiction
  • Termination of trusts, companies and foundations in any jurisdiction
  • Assist with transfers in/out of entities from/to other administrators
  • Drafting and checking of: Documentation / Resolutions / Loan Agreements
  • Powers of Attorney
  • Facility Documentation
  • Property transaction documents
  • Letters to third parties

Assist Directors and Managers on ad-hoc client requests and Group projects as they arise

Provide general administrative support and assistance