Ranked among the top four corporate service providers globally, Vistra has a versatile group of professionals, providing a uniquely broad range of services. Our solutions span across all types of international incorporations to trust, fiduciary and private client services as well as fund administration. We employ a diverse global talented workforce of more than 4,500 professionals in over 44 jurisdictions throughout the Americas, Europe, Middle East and Asia-Pacific.
To strengthen our team of 50 professionals in our offices in Zurich and Zug, we are currently recruiting a loyal, highly motivated, enthusiastic and flexible
As part of the LatAm Team the placeholder is mainly responsible to manage a portfolio of entities in order to independently oversee his portfolio of clients, including tasks ranging from providing corporate and managerial secretarial work, collecting all the necessary documentation to prepare the complete accounting, deliver all the necessary information and reports, as well as internal tasks such as invoicing, filing in order to meet the deadlines and support the rest of the team to achieve its goals.
Key responsibilities
- Independently managing a portfolio of Trusts, Foundations, Partnerships and offshore companies for private HNWI clients, with tasks ranging from:
- day-to-day correspondence with clients, colleagues from other Vistra offices and third parties, e.g. banks, lawyers, notaries, tax advisors, trade registers
- incorporations of companies, handling on-boarding procedure (incl. full KYC of clients), drafting trust deed and other trust related documents, board and/or shareholder resolutions, handling capital increase / decrease payments, preparing AGM / EGM documentation, liquidations
- reviewing, entering or approving and executing payments, in paper and in the online banking, as well as the related client correspondence, handling bank account openings, private equity subscriptions, and KYC requests
- Reviewing and approving Vistra invoices as well as debt collection
- Company administration includes the handling of business-specific activities, the preparation and revision of standard contracts, the preparation of board meetings and general meetings, the opening of bank accounts, the maintenance of the customer database as well as the handling of payment transactions, travel preparations and collecting necessary documents for bookkeeping
- Able to deal and follow up on standard client matters independently, refer any complex matters to RM / TL
- Copy and file outgoing legal correspondence prepared by RM to ensure that all legal documents and enclosures are in proper order
- Formation and liquidation of various types of companies in various jurisdictions
- Communicate with government agencies, notaries’ offices, law firms and translators as necessary
- Undertake and perform relevant follow up on various administrative tasks, including the preparation of letters, client invoices and payment instructions
- Treat incoming mail and phone calls in a timely and professional manner
- Assist Relationship Managers in client meetings as well as with client take-on in line with internal procedures (i.a. gathering of KYC documentation, bank account openings)
- Build up in-depth knowledge of your portfolio of clients
- Participating in ad hoc projects or matters
- Proactively support team members with any queries and foster open and good working relationships with them
Relevant experience & skills
- Minimum 5 years of professional experience in a trust and fiduciary environment
- Commercial apprenticeship or equivalent
- STEP qualified or nearing completion of qualification (ideally)
- High IT affinity as well as very good MS Office knowledge (specifically Excel)
- Business and commercial orientated attitude
- Strong communication skills both oral and written in English and Spanish, German would be an advantage
- Exceptional negotiation skills in a multi-cultural and cross-functional environment
- Highly discreet and organized with great attention to detail and the ability to work accurately, efficiently and independently
- Flexible, adaptable and highly service-oriented with good problem solving skills and the ability to work well under pressure
- Inquisitive, self-motivated and able to inspire others to a high level of achievement
What we offer
- Active role in a team of a fast growing, international company
- Challenging and diversified tasks
- Opportunities to progress your career further
- Attractive terms of employment and social security benefits
If you can see yourself in a versatile role and want to be part of a dynamic, successful and growing organization, please send your application with a detailed curriculum vitae (in German or English) and reference letters to: recruitment.switzerland@vistra.com
Vistra Zürich AG
Genny Baki, Senior Manager Human Resources
Talstrasse 83
8001 Zürich
Tel: +41 44 296 68 68
Only direct applications will be considered.