Senior Trust Associate

Deadline: 1 week

Job Type: Permanent

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. Due to on-going business growth and increasing complexity of trusts under management, the group is looking to recruit a Senior Trust Associate, Assistant Manager, to join the team. Reporting to the Senior Trust Relationship Manager and operating in a business-focused environment that prides itself on operational excellence, the core responsibilities will be as follows: Assist the lead trust representative for assigned list of client portfolios Liaise directly with clients, advisors, relationship/investment managers and intermediaries with respect to new, existing and transferred/terminated trust structures Preparation and meeting attendance with family representatives, advisors and investment managers Daily administration of trust structures (including payment/ distribution requests, transaction processing, reviewing investment activities, resolutions, fee agreements, bank accounts, fiduciary/ compliance reviews, trust financial statement reviews, filing, etc.) Ensure trust administration database up to date at all times Escalation of issues to senior trust personnel; assisting with internal/external audit inquiries; management reporting Time sheet recording and review of client portfolio billings Any other duties as requested by management (including covering colleagues in times of absence/business travel) A TEP designation or equivalent qualification is preferred but not required Minimum of 3-5 years' experience in administering complex trust and corporate structures Ability to interact with clients, portfolio managers and service providers Must possess strong administrative skills with a willingness to process general tasks relating to Trustee services Excellent communication and interpersonal skills. Strong analytical skills, work ethic and deadline orientated Exposure to multi-jurisdictions and tax considerations required Ability to multi-task and work flexibly as part of a team demonstrating strong organizational and time management skills. with the capability to thrive under pressure Proficiency with Microsoft Suite applications, Viewpoint and Outlook Willingness to work extended hours is essential to cater to clients operating in different time zones Proven ability to exercise discretion and confidentiality

Salary

Not specified

Benefits

Not specified

Contact InfoLOMBARD ODIER

lobermuda@lombardodier.com

Application Deadline

Aug 12, 2025

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