Description

Assistant/e de gestion Fr/Ang at 100%Within a small team, you will be in charge of the management and monitoring of client accounts, all orders, as well as the various tasks inherent to the profession in compliance with the regulatory framework and internal directives.JOB DESCRIPTION:Execution and monitoring of all orders (stock market sales, transfers, checks, cash control, fiduciary placements, mortgage loans, etc.).Verify their proper execution.Control and monitoring of the balance position and movements of client accounts.Manage all account openings and closings from an administrative and telephone perspective, client confidentiality.Management of administrative tasks (drafting, layout, updating documents, filing, client visits, documents, agenda, conference room, tasks inherent to the position, mail).PROFILE SOUGHT:Bachelor/CFC in banking commerce or equivalent diploma.4-5 years of similar experience as a management assistant in a bank or in a Family Office.Mastery of account opening and closing processes (LBA, OAR, knowledge of financial products and services).French native and very good level of English (min. C1).Mastery of the MS Word, Excel (tables), and Power Point environment.Ease in communication with clients.Organized, conscientious, proactive person with a good team spirit.Ability to take initiatives and work autonomously.Flexible, having interpersonal skills with irreproachable presentation.Swiss or work permit.Employment rate: 100%Job location: On-siteApplications not corresponding to the mentioned requirements will not be followed up. We guarantee absolute discretion in the study of the files of candidates that will be submitted to us. jid4caa4bdaen jit0625aen jpiy26aen