Senior Trust Associate

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. “Rethink Everything” is our philosophy – it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. 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: YOUR ROLE: Assist the lead trust representative for assigned list of client portfoliosLiaise directly with clients, advisors, relationship/investment managers and intermediaries with respect to new, existing and transferred/terminated trust structuresPreparation and meeting attendance with family representatives, advisors and investment managersDaily 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 timesEscalation of issues to senior trust personnel; assisting with internal/external audit inquiries; management reportingTime sheet recording and review of client portfolio billingsAny other duties as requested by management (including covering colleagues in times of absence/business travel)YOUR PROFILE:

A TEP designation or equivalent qualification is preferred but not requiredMinimum of 3-5 years’ experience in administering complex trust and corporate structuresAbility to interact with clients, portfolio managers and service providersMust possess strong administrative skills with a willingness to process general tasks relating to Trustee servicesExcellent communication and interpersonal skillsStrong analytical skills, work ethic and deadline orientatedExposure to multi-jurisdictions and tax considerations requiredAbility to multi-task and work flexibly as part of a team demonstrating strong organizational and time management skills with the capability to thrive under pressureProficiency with Microsoft Suite applications, Viewpoint and OutlookWillingness to work extended hours is essential to cater to clients operating in different time zonesProven ability to exercise discretion and confidentialityOur Maison’s DNA is defined by five core values.

Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison’s DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs.

We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.