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.

A career at Lombard Odier means working for a company voted the World's Best for Succession Planning in this year’s Euro Money Private Banking awards. Our institution is a renowned global wealth and asset manager, having 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 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 40 financial crises by re-evaluating the world around us and we constantly rethink the world around us to provide a fresh investment perspective for our clients.

Lombard Odier has had a presence in Bermuda since 1976, and its subsidiary, Lombard Odier Trust (Bermuda) Limited, was the first foreign-owned trust company to be granted a trust license by the Bermuda Monetary Authority in 1991. Today, it is a leading international trust company, providing an extensive range of trust services for the Group’s international clients.

Lombard Odier Trust (Bermuda) Limited invites applications for the following position:

Trust Associate

This function reports to the Senior Trust Relationship Manager/Head of Front Office

YOUR MISSION:

Daily administration of entities (including payment/distribution requests, transaction processing resolutions, bank accounts, KYC requirements, filing, etc.)

Performing duties in accordance with relevant policies and procedures

Preparation for internal and external meetings

Escalation of issues to senior trust personnel; assisting with fiduciary/compliance review points

Ensuring database (e.g. Viewpoint) always up to date

Time sheet recording

Any other duties as requested by management (including covering colleagues in times of absence/business travel)

DESIRED PROFILE

Working towards a TEP designation is an advantage and something that Lombard Odier would support for any successful candidate

Minimum of 3 years’ trust experience, or a Diploma in a relevant field (e.g. business. accounting or law)

Corporate administration experience would be a definite plus

Ability to interact with clients, portfolio managers and service providers in person and via email and other electronic means

Must possess strong administrative skills with a willingness to process general tasks relating to Trustee and Corporate services

Excellent communication and interpersonal skills (oral, written and presentation)

High analytical skills, work ethic and deadline orientated

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 (Word and Excel and Outlook)

Knowledge of and experience with Viewpoint would be helpful

Willingness to work extended hours is essential to cater to clients operating in different time zones

Proven ability to exercise discretion and confidentiality

OUR COMPANY'S DNA

Our Company’s DNA is defined by five guiding principles. Excellence drives us to exceed standards, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we form One Team, united in serving our clients with unwavering dedication.

Should you recognize yourself in this mission statement, please submit your letter of application along with your cv, to . It will be held in strictest confidence.

Our 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.

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