To complement our local Trust Administration department, we are looking for a service-oriented Trust Manager professional in our Geneva office.

Role Overview:

• Trust Manager with the primary purpose of managing and administering trusts, companies and other investment vehicles
• The successful candidate will join an established international team, led by a Director, with other teammates of varying experience and responsibilities.
• Desired start date: immediately

Key Responsibilities:

• Manage a varied portfolio of fiduciary structures (Companies and Trusts) for global clients, monitoring the structures from an administrative, financial and regulatory perspective
• Providing exceptional service to clients and showing an understanding of their needs with tailoring of information to suit.
• Regularly review client structures, investigate, suggest and drive enhancements where identified.
• Complex and detailed correspondence with parties such as lawyers, tax advisers, bankers, accountants to provide excellent administration services. Review legal and tax advice where appropriate and adeptly interpret relevant advice.
• Work with the Compliance team to ensure adherence to Regulatory and AML obligations and Company policies and procedures.
• Mentoring junior staff in the team and greater office

Qualifications:

• Degree in a business-related field and/or 5 years of Trust Administration or Family Office experience.
• Excellent written and verbal English communication skills, other languages a plus
• Exceptional organisation skills with a fine attention to detail.
• Team player
• A firm knowledge of AML/regulatory framework, FATCA/CRS principles
• A general understanding of tax law in the UK, US, SA and the Middle East desired
• Knowledge and experience of South African clients a plus
• IT literate
• Demonstratable problem solving skills.
• STEP qualified
• Eligible to work in Switzerland

Application Process:

We require a recent CV and cover letter, and, if possible, references/work certificates.

Role Overview:

• Trust Manager with the primary purpose of managing and administering trusts, companies and other investment vehicles
• This position requires a blend of technical expertise, client service skills, and leadership capabilities.
• Desired start date: Immediately

Key Responsibilities:

• Manage a varied portfolio of trust, company and other wealth structuring vehicles, engaging with advisors and managers to provide excellent client service.
• Providing exceptional service to clients and be their main point of contact
• Review legal and tax advice where appropriate and adeptly interpret relevant advice.
• Work with Compliance team to ensure adherence to Regulatory and AML obligations and Company policies and procedures.
• Mentoring junior staff in the team and greater office
• Adhere to a culture of compliance with regards to policies and regulations.
• Review of financial statements.
• Plan and attend client and advisor meetings.
• B signatory for banking of client structures.

Qualifications:

• 10 years of Trust Administration experience.
• STEP qualification or partly qualified
• Excellent written and verbal English communication skills
• Exceptional organisation skills with a fine attention to detail.
• Team player with the humility to guide and to learn.
• A firm knowledge of AML/regulatory framework, FATCA/CRS principles
• Extensive experience and ease in the use of IT packages including Microsoft word, PowerPoint and Excel.
• Demonstratable problem solving skills.

Role Overview:

• Senior Trust Manager with the primary purpose of managing and administering trust, companies and other investment vehicles
• The successful candidate will join an established international team of less than 10 people, led by a Director, with other teammates of varying experience and responsibilities.
• Desired start date: As soon as possible

Key Responsibilities:

• Manage a varied portfolio of fiduciary structures (Companies and Trusts) for global clients, monitoring the structures from an administrative, financial and regulatory perspective
• Providing exceptional service to clients and showing an understanding of their needs with tailoring of information to suit.
• Regularly review client structures, investigate, suggest and drive enhancements where identified.
• Complex and detailed correspondence with parties such as lawyers, tax advisers, bankers, accountants to provide excellent administration services. Review legal and tax advice where appropriate and adeptly interpret relevant advice.
• Work with Compliance team to ensure adherence to Regulatory and AML obligations and Company policies and procedures.
• Mentoring junior staff in the team and greater office

Qualifications:

• STEP qualified
• Degree in a business-related field and/or 10 years of Trust Administration experience.
• Excellent written and verbal English communication skills, other languages a plus
• Exceptional organisation skills with a fine attention to detail.
• Team player with the humility to guide and to learn.
• A firm knowledge of AML/regulatory framework, FATCA/CRS principles
• A general understanding of tax law in the UK, US, SA and the Middle East
• Extensive experience and ease in the use of IT packages including Microsoft word, PowerPoint and Excel.
• Demonstratable problem solving skills.

Role Overview

The Trust Officer will be an organiser, a communicator, a finisher and a helper. They will take pride in everything they do, will like contact with others and respect their clients and will not be happy until the job is finished.
The Trust Officer will be given responsibility for a portfolio of clients and will be expected to know the affairs of those clients closely. They will maintain all their clients’ financial records using our computerised book-keeping system, keep all bank accounts reconciled and record all transactions.
They will maintain the files differentiating intelligently between correspondence, accounting records, important and permanent documents as required for each of their cases under the guidance and support of the Manager or Director.
The Trust Officer will be responsible for seeing that client funds are at all times managed effectively and efficiently and that all financial transactions are undertaken with the utmost attention to accuracy and detail.
The Trust Officer will be expected to establish a rapport with the client or the client’s employees or agents wherever possible and to communicate effectively by telephone, fax and letter; to accept instructions from clients and to undertake to fulfil those instructions subject to advice and assistance from superiors where appropriate.

Primary Responsibilities

• Administration of Trust, Company and other Private Client relationships in accordance with the relevant terms of the Trust Deed, Memorandum and Articles of Association and other terms of engagement
• Drafting trust and company minutes and resolutions
• Dealing with correspondence to and from client, banks, lawyers, accountants and other professional firms (using such professional wording as required)
• Liaising with service providers such as bankers, investment managers and registered offices for daily administrative matters
• Preparing bank account opening forms
• Preparing investment forms (e.g. subscription forms), detailing restrictions, risk profile, anticipated returns, benchmark, etc.
• Processing the incorporation and termination of companies
• Demonstrate an understanding of the logic behind a corporate entity and the reasons our clients use companies and of the logic of a trust and why our clients establish trusts
• Understand the meaning and practical application of confidentiality
• Such other duties as may be required from time to time

Skills and Experience

• Part qualified professional qualification such as STEP.
• Experience within an administrative role
• Enthusiastic
• Excellent time and organisational skills
• Excellent oral and written communication skills
• Strong interpersonal skills
• Enjoyment of working within a busy team within the Firm and contributing to the efficient operation of the portfolios
• Ability to work with a comprehensive IT package including electronic filing of correspondence and permanent records and use of flexible database system

What We Offer

An attractive renumeration package in line with experience is on offer along with healthcare, pension scheme and career development.
Clermont is a committed, ethical employer that fosters a culture of diversity and inclusiveness. We are proud of our team-orientated approach which runs throughout all our offices.
If you are a strong communicator, confident engaging with colleagues of all levels and are looking to make a positive impact working as part of a small, but busy, team we’d love to hear from you.

Application Procedure

Please apply by email attaching a C.V. Applications should be sent to: lauren.ker@clermonttrust.com

Role Overview:

• The ideal candidate will be customer focused, with excellent communication skills and the ability to operate successfully under pressure.
• He/ She will also be required to interact internally with the various teams at the Mauritius office and other Clermont Offices.

Key Responsibilities:

• Administer a portfolio of corporate and trust clients whilst maintaining and developing relationships with clients and third parties;
• Provide corporate, trust and secretarial services;
• Ensure that all businesses are conducted in accordance with internal policies and procedures, and the prevailing legislations;
• Maintain excellent relationship with international service providers including banks, audit, legal firms as well as investment and wealth management institutions;
• Handle any other duties which may be assigned to you.

Qualifications:

• Degree holder in law/ management field or equivalent degree
• Minimum 1-2 years of working experience in the sector
• Passion to deliver excellent customer service
• Meticulous, proactive, and attentive to details
• Energetic, enthusiastic, and resilient to pressure
• Excellent listening and communication skills and the ability to work well in a team
• Perfect command of English and French

Role Overview:

• The ideal candidate will be customer focused, with excellent communication skills and the ability to operate successfully under pressure.
• He/ She will also be required to interact internally with the various teams at the Mauritius office and other Clermont Offices.

Key Responsibilities:

• Preparation of management accounts and financial statements
• Perform bank, investment and any other reconciliations
• Provide accounting support and assist with ad-hoc projects
• Adhere to established processes and procedures, aiming to establish quality benchmarks and meet agreed-upon turnaround time
• Ensure all relevant accounting records are maintained
• Any other accounting tasks as may be required from time to time

Qualifications:

• Minimum 3 to 5 years of proven working experience in accounting, ideally in the professional services or financial services industry
• ACCA or ACA partly qualified or relevant qualification in accounting
• Proficiency in English and MS office
• High degree of accuracy and attention to details
• Excellent listening and communication skills and ability to work well in a team.

Why Join Us:

• Competitive salary (based on experience)
• Hybrid working available (for suitable roles)
• Company pension
• Health Insurance
• Career progression
• Training courses (company funded)
• Clermont Mauritius is proud to be an ACCA Approved Employer, reflecting our strong commitment to the ongoing training and professional development of our team

Role Overview:

To assist the Head of compliance in ensuring that the compliance department completes all assignments in a timely manner.

Key Responsibilities:

• Carry out independent file and transaction reviews
• Perform onboarding and ongoing due diligence exercise reviews
• Perform and draft Enhanced Due Diligence reports
• Assist in performing AML/CFT investigations
• Assist with the maintaining and drafting of compliance policies and procedures
• Assist with AML/CFT independent audits
• Support and assist with due diligence requests from the Group

• Perform any other related duties as assigned

Requirements:

• Holds a degree in Law & Management, Law and Criminal Justice or any other relevant compliance related qualifications meeting the AML/CFT standards.
• Association of Certified Anti-Money Laundering Specialists (ACAMS) certification would be an advantage.
• Candidates having prior practical Compliance exposure (especially in AML/CFT laws) will be given priority.
• A minimum of 2-3 years of experience in a similar position.
• Excellent interpersonal and communications skills

Skills: 

• Strong analytical skills with excellent attention to detail
• Excellent written and verbal communication skills – ability to draft effective communications (emails, letters, memos, instructions, reports) with good grammar, spelling & proofreading skills
• Strong organizational and multi-tasking skills
• Ability to work in a fast moving, demanding, high-pressure environment and deliver in a timely manner with regards to set deadlines
• A high level of accuracy and attention to detail
• Highly motivated with the ability to work well as an individual and from their own initiative as well as being able to work in a team environment
• Ability to maintain high level of confidentiality
• Strong understanding of KYC/CDD procedures
• Very good understanding of FATCA and CRS regulations would be an advantage
• Conversant with applicable laws and regulations in the Global Business industry
• Excellent written, spoken and presentation skills

What we offer:

• Competitive salary (based on experience)
• Hybrid working available (for suitable roles)
• Company pension
• Career progression
• Training courses (company funded)

The culture Clermont is one of diversity & inclusiveness. We act as a flexible, ethical employer with a real team-oriented approach.

If you are a strategic and motivated compliance professional looking to make a real impact on a growing business, then we would love to hear from you!