Addetto/a Amministrativo/a contabile – Trust & Family Planning - Temporary
Core
Administrative and accounting support for Trust and Family Planning activities, including tax compliance, asset monitoring, and financial reporting.
Role type
Administrative and Accounting Specialist (Trust & Family Office)
Builds
Administrative and accounting reports, tax compliance documentation, and asset management records for private and institutional clients.
Domain
Trust & Family Office / Wealth Management
Deliverable
dashboards & analysis
Required skills
Accounting principles, Corporate law, Financial statement analysis, Microsoft Excel, Office suite, English language
Preferred skills
Trust administration experience, Family office experience, Specialization in trust planning
Responsibilities
Coordinate tax compliance for real estate and financial assets; Monitor civil, tax, and administrative deadlines for trusts; Prepare periodic reports on asset consistency and movement; Manage trust-related documentation (AML, MIFID, privacy); Update beneficial owner registries; Support trustee appointment procedures.
Seniority
Mid-level, hands-on IC